Connect Microsoft Planner Premium
This guide walks you through connecting Microsoft Planner Premium (also called Planner and Project Plan 3) to the app. This feature is currently in Early Access.
Why is Planner Premium Setup Different?
Even though Planner Premium looks similar to regular MS Planner, it's built on a different platform (Microsoft Dataverse) with its own API. This means setup requires additional configuration steps.
1. Connect Microsoft Planner First
Before setting up Planner Premium, make sure Microsoft Planner is already connected on the same connection setup page. This is a prerequisite.
2. Discover Your Dataverse Environment
Click Setup Required under the Microsoft Planner Premium section, then click Discover Environments. The app will automatically scan your Dataverse environments.
Alternatively, click Enter URL manually instead to provide the Dataverse URL yourself (advanced).
3. Select Your Environment
You'll see a dropdown with your Dataverse environments. In most setups, Planner Premium works with the default environment marked as (default).
Keep the default if you're unsure, or switch to the environment that works with your Planner Premium if you know it.
4. Validate & Connect
Click Validate & Connect. The app will check if the selected Dataverse environment is connected to Planner Premium.
If successful, you'll see Read from Premium plans with a green checkmark — the app now has access to reading your premium data.
If you see an error, the selected Dataverse environment is incorrect and not connected to your Planner Premium. Try a different environment.
5. Set Up Write Permissions
The next step is enabling write access to Premium plans. Your user needs two permissions:
msdyn_operationsetmsdyn_operationsetdetail
These allow the app to create and update tasks in Planner Premium on your behalf.
You can either:
Use Autoconfigure (recommended) — see step 6 below
Set up manually — follow the manual setup guide
6. Autoconfigure Roles (Admin)
If you're an admin, expand the Autoconfigure section:
Create "MS Planner Jira Sync" Role — creates a new security role with the two required permissions, plus an application user that has this role and can assign it to others
Assign Role to Me — makes the app user assign the role to your account so the app can operate on your behalf
Once complete, you'll see green checkmarks for both Read from Premium plans and Write to Premium plans — setup is finished!
Not an Admin?
If you're not an admin, we have an experimental feature:
Click Generate Admin Setup Link
Send the link to your admin
When your admin clicks the link, the same setup happens under the hood — a new role is created with the two required permissions, plus an application user with this role.
After your admin completes the setup, you'll be able to click Assign Role to Me from the interface to get the permissions you need.
✅ Once both read and write are configured, you're ready to sync with Planner Premium plans!
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