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Jens_Bech_Madsen's avatar
Jens_Bech_Madsen
Brass Contributor
Jan 27, 2025

Downgrade from Premium plan

We've been testing Planner Premium for a while and have decided to stop using Premium and go back to Basic plans. There are a number of problems with Premium plans and we find the Premium experience to be worse than Basic. And at a much higher cost.

So we knew it was possible to downgrade our upgraded plans from Premium to Basic - otherwise we would never have upgraded our plans. But it turns out downgrading apparently means switching back the the Basic plan that has been saved somewhere since we upgraded to Premium. The result of downgrading is basically that we throw out all the updates that were done while it was a Premium plan.

For context, we have some plans we use indefinitely to manage tasks in our teams - we don't create new plans for each new initiative, so we have a lot of updates and would lose a lot of information and a lot of new tasks if we just reverted back to the Basic plan.

Can anyone suggest how we can downgrade our plans from Premium to Basic without losing a few months of updates?

3 Replies

  • KanSSS's avatar
    KanSSS
    Copper Contributor

    Has anyone been able to downgrade from Premium to Basic?  It says to go to the details pane of the plane and there is a downgrade button, but I'm not seeing it.  Digging around still but trying to get this done soon so trying resources!

     

     

  • VincentRoy's avatar
    VincentRoy
    Copper Contributor

    I have just read your comment about that and now I'm scared since we're doing a pilot project in our team. So far, the Gantt charts and a few other premium features are appreciated, but the other base plans features that are not included in premium (and on the Roadmap website, it doesn't seem like Microsoft is planning to reintegrate those features in premium) are missed (integration with Loop, recurring tasks...).

    So far, I don't think Premium is worth the price and I think more work is needed to make it really premium and to make it integrated wholly as an app so that premium and basic plans are more fluid together, for example.

  • kazoo60's avatar
    kazoo60
    Copper Contributor

    We find ourselves in the same situation.  I don't think there are any built in methods to convert Planner Premium plans to Basic.  We have about 25 plans to convert with several hundred tasks each so manual re-entry isn't a reasonable option for us. The only solution we see is to export them to Excel, then use Power Automate to loop through task creation actions with the Excel records as inputs.

    For what it's worth, I'd like to post a warning here for anyone else considering Planner Premium subscriptions for their organization. The "premium" option in Planner is not premium.  Without automation support (you can't use the Power Automate Planner connector with premium plans), it is a downgrade and should never have been released so half-baked.  Beyond that there are many other basic capabilities missing like support for recurring tasks, task comments, and a task description editor that doesn't look like it came from 1995 (you actually can't cut and paste into it without formatting errors) and the list goes on an on.  Very frustrated our company made the mistake of accepting Microsoft's use of the "premium" label at face value. 

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