{"id":38657,"date":"2024-07-17T14:15:27","date_gmt":"2024-07-17T08:45:27","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=38657"},"modified":"2024-11-28T15:47:03","modified_gmt":"2024-11-28T10:17:03","slug":"how-to-integrate-power-apps-with-microsoft-planner-using-microsoft-teams","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/07\/how-to-integrate-power-apps-with-microsoft-planner-using-microsoft-teams\/","title":{"rendered":"How to Integrate Power Apps with Microsoft Planner using Microsoft Teams"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone wp-image-38658 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner.png\" alt=\"integrate Power Apps with Microsoft Planner\" width=\"2800\" height=\"1600\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner.png 2800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-2048x1170.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-660x377.png 660w\" sizes=\"(max-width: 2800px) 100vw, 2800px\" \/><\/p>\n<p style=\"text-align: justify;\">This blog will thoroughly explore the seamless integration of Power Apps with Microsoft Planner to effectively create and assign tasks to users within your organization using Microsoft Teams. The vast majority of employees rely on Microsoft Teams to work, communicate, and collaborate. In Microsoft Teams, apps are seamlessly integrated with other capabilities. For example, you can efficiently assign tasks using Planner in your Teams channel. Apps requiring follow-up, such as addressing reported issues, can effectively utilize Planner in the Teams channel to create tasks.<\/p>\n<h2 style=\"text-align: left;\"><strong>Step by Step Guide to Integrate Power Apps with Microsoft Planner using Teams:<\/strong><\/h2>\n<p style=\"text-align: justify;\"><strong><u>Step 1: Log in to Microsoft Teams<\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">Open the Microsoft Teams Desktop app or go to the <a href=\"https:\/\/teams.microsoft.com\/\" target=\"_blank\" rel=\"noopener\">Teams Web app<\/a> and enter your Microsoft account credentials to log in.<\/p>\n<p style=\"text-align: justify;\"><strong><u>Step 2: Create a New Team (if necessary)<\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">You can skip this step if you want to use the existing team. Also, you can create a new team, as shown in the screenshot below:<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38659 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1.png\" alt=\"integrate Power Apps with Microsoft Planner\" width=\"963\" height=\"479\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1.png 963w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1-300x149.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1-768x382.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-1-660x328.png 660w\" sizes=\"(max-width: 963px) 100vw, 963px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong><u>Step 3: Create an App Within the Team<\/u><\/strong><\/p>\n<p style=\"text-align: justify;\">We will create an app with some of the fields capturing details that will be used to create a task in Planner.<\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"text-align: left;\">Open <strong>Teams &gt;<\/strong> Select the <strong>Power Apps<\/strong> from the left pane <strong>&gt; <\/strong>Select<strong> + New app<\/strong> under the <strong>Recent apps<\/strong>.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38660 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-2.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"954\" height=\"510\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-2.png 954w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-2-300x160.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-2-768x411.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-2-660x353.png 660w\" sizes=\"(max-width: 954px) 100vw, 954px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Select the team created earlier or select the existing team <strong>&gt;<\/strong> Click on <strong>Create<\/strong> to open Power Apps Studio.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38661 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-3.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"299\" height=\"324\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-3.png 299w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-3-277x300.png 277w\" sizes=\"(max-width: 299px) 100vw, 299px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Give the app a suitable name, like <strong>\u201cPlanner app,\u201d<\/strong> and select<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38662 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-4.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"960\" height=\"514\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-4.png 960w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-4-300x161.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-4-768x411.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-4-660x353.png 660w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong><u>Step 4: Build the Power App in Power Apps Studio<\/u><\/strong><\/p>\n<ol style=\"text-align: justify;\">\n<li><strong>Connect to Microsoft Planner:<\/strong><\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul style=\"text-align: justify;\">\n<li>In the app designer, go to the <strong>Data<\/strong> tab on the left <strong>&gt;<\/strong> Click <strong>Add data &gt;<\/strong> Search for <strong>Planner,<\/strong> and select it <strong>&gt; <\/strong>Authorize the connection by signing in with your Microsoft account.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><strong><em><u>Note:<\/u> <u>You must have the ability to create apps within Teams, available as part of select Microsoft 365 subscriptions, and the ability to connect to Planner to complete this task.<\/u><\/em><\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38663 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-5.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"966\" height=\"510\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-5.png 966w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-5-300x158.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-5-768x405.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-5-660x348.png 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-5-380x200.png 380w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/p>\n<ol style=\"text-align: justify;\" start=\"2\">\n<li><strong>Design your app:<\/strong><\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul style=\"text-align: justify;\">\n<li>Select to open the <strong>tree view<\/strong> <strong>&gt; <\/strong>Select <strong>+ New Screen &gt;<\/strong> <strong>Blank layout &gt; <\/strong>Add the Title (text input), From Date (date picker), Due Date (date picker), Assigned To (combo box), and Planner ID (combo box) controls on the layout as shown in the screenshot below:<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38664 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-6.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"966\" height=\"511\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-6.png 966w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-6-300x159.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-6-768x406.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-6-660x349.png 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-6-380x200.png 380w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/p>\n<ol style=\"text-align: justify;\" start=\"3\">\n<li><strong>Configure your App to interact with Planner:<\/strong><\/li>\n<\/ol>\n<ul style=\"text-align: justify;\">\n<li>Add a button to create the task.<\/li>\n<li>To create the task, simply use the following formula in the <strong>OnSelect <\/strong>property of the Create<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone wp-image-38665 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-7.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"662\" height=\"337\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-7.png 662w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-7-300x153.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-7-660x336.png 660w\" sizes=\"(max-width: 662px) 100vw, 662px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong><u>Step 5: Use the Apps in Teams<\/u><\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>Open the team under which the app was created <strong>&gt;<\/strong> Click the \u201c<strong>+\u201d<\/strong> icon <strong>&gt;<\/strong> under <strong>&#8220;Create a new plan,&#8221;<\/strong> enter the tab name, such as <strong>&#8220;Task Integration Planner,&#8221;<\/strong> and click<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone wp-image-38666 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-8.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"785\" height=\"391\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-8.png 785w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-8-300x149.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-8-768x383.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-8-660x329.png 660w\" sizes=\"(max-width: 785px) 100vw, 785px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Select <strong>\u201cCreate Task\u201d<\/strong> after running the app and populating the column with the appropriate values.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38667 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-9.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"780\" height=\"482\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-9.png 780w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-9-300x185.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-9-768x475.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-9-660x408.png 660w\" sizes=\"(max-width: 780px) 100vw, 780px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>Now check the new tab that you\u2019ve added, <strong>\u201cTask Integration Planner.\u201d <\/strong>A new task with the details will be added to the list.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-38668 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-10.png\" alt=\"Integrate Power Apps with Microsoft Planner using Microsoft Teams\" width=\"790\" height=\"521\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-10.png 790w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-10-300x198.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-10-768x506.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/07\/integrate-Power-Apps-with-Microsoft-Planner-10-660x435.png 660w\" sizes=\"(max-width: 790px) 100vw, 790px\" \/><\/p>\n<h2 style=\"text-align: justify;\"><strong>Conclusion:<\/strong><\/h2>\n<p style=\"text-align: justify;\">Integrating Power Apps with Microsoft Planner using Microsoft Teams provides a powerful solution for managing tasks efficiently within a collaborative environment. By following these steps, you can leverage the combined strengths of Power Apps, Microsoft Planner, and Microsoft Teams to create a seamless, integrated task management solution that enhances team collaboration and productivity.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/services\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone wp-image-35352 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/Microsoft-Power-Platform-2.gif\" alt=\"Microsoft Power Platform\" width=\"800\" height=\"200\" \/><\/a><\/p>\n<p><strong>About Sam Kumar<\/strong><\/p>\n<p>Sam Kumar is the Vice President of Marketing at Inogic, a Microsoft Gold ISV Partner renowned for its innovative apps for Dynamics 365 CRM and Power Apps. With a rich history in Dynamics 365 and Power Platform development, Sam leads a team of certified CRM developers dedicated to pioneering cutting-edge technologies with Copilot and Azure AI the latest additions. Passionate about transforming the CRM industry, Sam\u2019s insights and leadership drive Inogic\u2019s mission to change the \u201cDynamics\u201d of CRM.<\/p>\n<p>More about\u00a0<a href=\"https:\/\/www.linkedin.com\/in\/inogic\/\" target=\"_blank\" rel=\"noopener\">Sam Kumar<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This blog will thoroughly explore the seamless integration of Power Apps with Microsoft Planner to effectively create and assign tasks to users within your organization using Microsoft Teams. The vast majority of employees rely on Microsoft Teams to work, communicate, and collaborate. In Microsoft Teams, apps are seamlessly integrated with other capabilities. For example, you\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2024\/07\/how-to-integrate-power-apps-with-microsoft-planner-using-microsoft-teams\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[44,2029],"tags":[2906],"class_list":["post-38657","post","type-post","status-publish","format-standard","hentry","category-power-apps","category-microsoft-teams","tag-integrate-power-apps"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/38657","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=38657"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/38657\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=38657"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=38657"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=38657"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}