Microsoft Planner and Dynamics 365 (Sales) Integration

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Posted on by Jude R.

Hi everybody,

Can anyone please teach me how to integrate Microsoft Planner with Dynamics 365 using PowerAutomate?

What I want to do is Create a Task/event in Planner, and have a row created in a custom table (named 'Tasks') in Dynamics 365 immediately. Using all the data from the newly created task in Planner.

Any help would be highly appreciated.

Thank you.

Jude R.

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PerezAguiar Microsoft Employee on at

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RE: Microsoft Planner and Dynamics 365 (Sales) Integration

Hey.

Using PowerAutomate, you need to select the environment of your choice on the top right corner. Then create a new Workflow that triggers when a Planner Task is created. From there, you need to add an action that points to "Dataverse - add a new row" and populate the fields with the values that come from planner

I think at some point, you'll need to use a field on Planner to reflect the Name/ID of the Account or contact, so you can properly associate the task to one of them in Dataverse

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