12
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.
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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