> For the complete documentation index, see [llms.txt](https://msplannertojira.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://msplannertojira.gitbook.io/docs/basics/connect-microsoft-planner-premium-eap.md).
# 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.
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### 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.
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### 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).
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### 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.
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### 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.
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### 5. Set Up Write Permissions
The next step is enabling write access to Premium plans. Your user needs two permissions:
* `msdyn_operationset`
* `msdyn_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](/docs/basics/planner-premium-manual-setup.md)
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### 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!
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### Not an Admin?
If you're not an admin, we have an experimental feature:
1. Click **Generate Admin Setup Link**
2. 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.
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✅ Once both read and write are configured, you're ready to sync with Planner Premium plans!