What apps integrate with Microsoft Planner? As part of your 365 package, you will have access to Planner. Microsoft Planner is not free if you don’t have an Office 365 licence.

There’s a calendar and a schedule view, so you can see expected deadlines and other useful stats without needing to calculate it yourself.

Labels and filters allow you to see boards by certain breakdowns, for example, team member, due date or progress.

You can see workload broken down by task, ensuring that no team member is overbooked.

People can access individual task lists in Teams ( Learn more about that feature here.).

Planner allows you to see where all tasks are, and their progress, at any one point.

What are the key features of Microsoft Planner? To do so, add the Office 365 User Principal Name dynamic field that was used in action directly above.What are the benefits of Microsoft Planner?įor teams who work on a variety of projects at the same time, or have tasks that require a collaborative approach, Planner allows you to use the Office 365 system, work across software and ensure that everyone can see the progress of tasks, projects and workloads in one go. The future time action will read when the lead is created, and automatically set the due date to 1 day in the future in Planner.įinally, the Planner task needs to be assigned. This is where the future time action that was created earlier comes in. The due date will be 1 full day from when the lead was created. The start time should be when the lead is created in Dynamics 365. After adding a title, add a start time and due date. I titled mine “Reach out to ” so Flow will pull the name of the lead from Dynamics 365 into the title and make it easy for me to tell what the task is about, without clicking into it. First, select a Plan ID and Bucket ID for the task to be added to from each drop down list. Once a Plan in Planner is created, we can move forward with adding dynamic content to the task. If you haven’t used Planner before, you can learn about creating a plan here.

Now, to move forward we will need to have a plan already created in Planner.

Office 365 planner