Microsoft Planner Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Microsoft Planner connector.

Microsoft Planner is a task management tool that helps teams organize and collaborate on projects within the Microsoft 365 ecosystem.

This topic describes how to authenticate to Microsoft Planner and configure any necessary connection properties in the Microsoft Planner connection connector.

Connection Configuration #

Each connection property available in the Microsoft Planner connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Auth Scheme #

The type of authentication to use when connecting to Microsoft Planner.

• AzureAD: Set this to perform Azure Active Directory OAuth authentication.

• AzureServicePrincipal: Set this to authenticate as an Azure Service Principal using a Client Secret.

Azure Tenant #

The Microsoft Online tenant being used to access data. For instance, contoso.onmicrosoft.com.

Alternatively, specify the tenant Id. This value is the directory Id in the Azure Portal > Azure Active Directory > Properties.

Azure Environment #

The Azure Environment to use when establishing a connection.

In most cases, leaving the environment set to global will work. However, if your Azure Account has been added to a different environment, the Azure Environment may be used to specify which environment.

The available values are GLOBAL, CHINA, USGOVT, USGOVTDOD.

Grant Type #

The grant type for the OAuth flow. The following options are available:

• CODE

• PASSWORD

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Access Token #

The access token for connecting using OAuth.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.