# 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).

<figure><img src="/files/TcqLwxvrTrRD9TaGD1Zv" alt=""><figcaption></figcaption></figure>

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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.

<figure><img src="/files/ESf7wjNxyPeysqxkUDla" alt=""><figcaption></figcaption></figure>

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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)

<figure><img src="/files/H042HBI8VeuUCWDkSSeL" alt=""><figcaption></figcaption></figure>

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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

<figure><img src="/files/iHaLyCRaSIJgo5gYRk3U" alt=""><figcaption></figcaption></figure>

Once complete, you'll see green checkmarks for both **Read from Premium plans** and **Write to Premium plans** — setup is finished!

<figure><img src="/files/vuWvgGYxvR1wMnUUYsY0" alt=""><figcaption></figcaption></figure>

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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!


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