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Sophie_Bruehl's avatar
Sophie_Bruehl
Iron Contributor
Jul 15, 2021
Solved

Is it possible to connect planner to milestones?

Is it possible to connect planner and milestones? So that I can track my planner status in milestones? 

  • Sophie_Bruehl- Milestones creates a couple of Dataverse for Teams (D4T) tables in the 'current environment' (i.e. your Team). You will likely need to make at least 2 Power Automate 'flows' for it to work as you would like.

    • When you create a task in 'Milestones' through the Power App
      • Trigger ➡ https://docs.microsoft.com/en-us/connectors/commondataserviceforapps/#when-a-row-is-added,-modified-or-deleted
      • Action ➡ https://docs.microsoft.com/en-us/connectors/planner/#create-a-task
    • When you create a task in 'Planner' (Teams/Planner.com)
      • Trigger ➡ https://docs.microsoft.com/en-us/connectors/planner/#when-a-new-task-is-created
      • Action ➡ https://docs.microsoft.com/en-us/connectors/planner/#when-a-new-task-is-created https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity

    Basically you'll need to create the 'flows' for all the CRUD (create/read/update/delete) operations so that whichever interface is used the desired effect will occur.

     

    There maybe some samples in the https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity which you can reference.

4 Replies

  • raphmarot's avatar
    raphmarot
    Copper Contributor

    Power automate flows are awesome, but it should just be possible to link a planner task to a work item in Milestones.

    • Terri_Stone666's avatar
      Terri_Stone666
      Copper Contributor

      raphmarot 

       

      i am trying to build out a technology roadmap and want to have each project as a row but also want to have milestones called out , is there no way to do that within the Planner app (seems a bit ridiculous if we can't as all plans have key dates)

       

  • ChrisMendoza's avatar
    ChrisMendoza
    Iron Contributor

    Sophie_Bruehl- Milestones creates a couple of Dataverse for Teams (D4T) tables in the 'current environment' (i.e. your Team). You will likely need to make at least 2 Power Automate 'flows' for it to work as you would like.

    • When you create a task in 'Milestones' through the Power App
      • Trigger ➡ https://docs.microsoft.com/en-us/connectors/commondataserviceforapps/#when-a-row-is-added,-modified-or-deleted
      • Action ➡ https://docs.microsoft.com/en-us/connectors/planner/#create-a-task
    • When you create a task in 'Planner' (Teams/Planner.com)
      • Trigger ➡ https://docs.microsoft.com/en-us/connectors/planner/#when-a-new-task-is-created
      • Action ➡ https://docs.microsoft.com/en-us/connectors/planner/#when-a-new-task-is-created https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity

    Basically you'll need to create the 'flows' for all the CRUD (create/read/update/delete) operations so that whichever interface is used the desired effect will occur.

     

    There maybe some samples in the https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity which you can reference.

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