{"id":25654,"date":"2023-12-20T03:57:10","date_gmt":"2023-12-20T03:57:10","guid":{"rendered":"https:\/\/help.desk365.io\/en\/docs\/integrations\/learning-about-desk365s-powerful-integrations\/integrate-desk365-with-ms-planner\/"},"modified":"2026-03-18T18:24:40","modified_gmt":"2026-03-18T18:24:40","slug":"integrate-desk365-with-ms-planner","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/integrate-desk365-with-ms-planner\/","title":{"rendered":"Integrate Desk365 with MS Planner"},"content":{"rendered":"\t\t
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\n Available with:<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Standard<\/span>\n <\/span>\n \n |<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Plus<\/span>\n <\/span>\n \n |<\/span>\n \n \n \n <\/circle>\n <\/path>\n <\/svg>\n Premium<\/span>\n <\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Microsoft Planner is a versatile tool designed to facilitate task and project management within the Microsoft 365 suite. Categorize tasks into different buckets or categories for a clear overview of your workload.<\/p>

Integrate\u00a0Desk365<\/a>\u00a0with\u00a0MS Planner<\/a>\u00a0using the power of Power Automate connector to unlock seamless collaboration and efficiency<\/span>. This streamlines your workflow, ensuring a harmonious blend of task management and productivity.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Desk365 Power Automate Connector<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We’ll examine the process of employing the Desk365 connector to set up automated workflows to create tasks in MS Planner.<\/p>

The first step involves establishing a connection with the Desk365 Connector.<\/p>

To achieve this, navigate to the\u00a0Microsoft Power Automate page<\/a>.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Create a task in MS Planner when a ticket status is updated in Desk365<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The first step involves generating workflows with the assistance of the Desk365 connector. Navigate to connectors and enter Desk365 in the search box at the top.<\/p>

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"search-desk365-in-power-automate\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Let’s see how you can create a task in MS Planner when a ticket status is updated in Desk365.<\/p>

Initiate a new workflow by choosing the trigger ‘When a ticket is updated’ through the Desk365 connector, as illustrated below.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Before proceeding with the flow, establish a connection with Desk365 in Power Automate by providing a connection name and the corresponding API key.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Now, select the trigger and input ‘Move to MS Planner’ in the status field.<\/span><\/p>

Ensure that you have previously created this custom status in Desk365.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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This trigger will be executed when you change the status of a ticket as ‘Move to MS Planner’ in Desk365.<\/p>

Now Incorporate a new action by clicking the ‘+’ symbol.<\/p>

Look for ‘MS Planner’ and opt for ‘Create a task’ within the Planner options.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Select the action, enter your MS Planner Group Id and Plan Id, and in the Title field, enter ‘Subject (Desk365-Ticket Number)’. You can locate the Subject and Ticket Number under dynamic tags.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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This action will create a new task in MS Planner under the Group and Plan you have selected.<\/p>

Now add a new step. Search for Desk365 and select ‘Update a ticket’.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Select the sction and enter add Ticket Number tag under Ticket Number and enter ‘Moved to MS Planner’ in the status field.<\/p>

Ensure that you have previously created this custom status in Desk365.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Save your flow.\u00a0<\/span>This will change the status of the ticket as Moved to MS Planner once the task is created.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Working of the flow<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Let’s see how the flow works with Desk365.\u00a0<\/p>

Move a ticket from Desk365 to MS Planner by changing it’s status.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The Power Automate triggers the flow and a task gets created in MS Planner as shown.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Now the status of the ticket gets changed as ‘Moved to MS Planner’.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Update a ticket in Desk365 when a task is completed in MS Planner<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Let’s configure a new cloud flow to automatically update a ticket in Desk365 when a task is completed in MS Planner.<\/p>

Navigate to Create a New Flow and select Instant cloud flow.<\/p>

Look for the MS Planner trigger and opt for ‘When a task is completed,’ as illustrated below.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Provide your Group ID and select the Plan ID.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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After completing this step, click on the ‘+’ symbol and choose ‘add an action’ as demonstrated.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Locate Desk365, then select ‘update a ticket.’<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Click on the ticket number, enter the provided expression in the expression tab, and click add.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\n\t\t\t\t\tslice(slice(triggerOutputs()?['body\/title'], lastIndexOf(triggerOutputs()?['body\/title'], '(Desk365-'), \nlastIndexOf(triggerOutputs()?['body\/title'], ')')), 9, lastIndexOf(triggerOutputs()?\n['body\/title'], ')'))<\/xmp>\n\t\t\t\t<\/code>\n\t\t\t<\/pre>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e72dbec elementor-widget elementor-widget-text-editor\" data-id=\"e72dbec\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Also, choose &#8216;close&#8217; in the status field.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c31b28f elementor-widget elementor-widget-image\" data-id=\"c31b28f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"542\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/update-ticket-in-desk365-parameters-1024x542.png\" class=\"attachment-large size-large wp-image-25727\" alt=\"\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/update-ticket-in-desk365-parameters-1024x542.png 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/update-ticket-in-desk365-parameters-300x159.png 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/update-ticket-in-desk365-parameters-768x407.png 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/update-ticket-in-desk365-parameters.png 1503w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d54c358 elementor-widget elementor-widget-text-editor\" data-id=\"d54c358\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Review the flow and save it.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ffff63 elementor-widget elementor-widget-heading\" data-id=\"2ffff63\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Working of the flow<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df67c0a elementor-widget elementor-widget-text-editor\" data-id=\"df67c0a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Let&#8217;s see how the status of the ticket gets updated whenever a task is completed in MS Planner.<\/p><p>Mark a task as completed in MS Planner.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a5a5cd9 elementor-widget elementor-widget-image\" data-id=\"a5a5cd9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"798\" height=\"597\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/completed-tasks-in-ms-planner.png\" class=\"attachment-large size-large wp-image-25734\" alt=\"integrate Desk365 with MS Planner\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/completed-tasks-in-ms-planner.png 798w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/completed-tasks-in-ms-planner-300x224.png 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/completed-tasks-in-ms-planner-768x575.png 768w\" sizes=\"(max-width: 798px) 100vw, 798px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78916cd elementor-widget elementor-widget-text-editor\" data-id=\"78916cd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Now the status of the ticket gets changed to &#8216;closed&#8217;.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fcb1785 elementor-widget elementor-widget-image\" data-id=\"fcb1785\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/changing-the-status-of-helpdesk-ticket-to-closed-desk365-1024x483.webp\" class=\"attachment-large size-large wp-image-33000\" alt=\"changing-the-status-of-helpdesk-ticket-to-closed-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/changing-the-status-of-helpdesk-ticket-to-closed-desk365-1024x483.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/changing-the-status-of-helpdesk-ticket-to-closed-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/changing-the-status-of-helpdesk-ticket-to-closed-desk365-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/changing-the-status-of-helpdesk-ticket-to-closed-desk365-1536x725.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2023\/12\/changing-the-status-of-helpdesk-ticket-to-closed-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-584434d elementor-widget elementor-widget-text-editor\" data-id=\"584434d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Hurrah! you have now successfully integrated Desk365 with MS Planner.<\/p><p>In conclusion, connecting Desk365 with MS Planner using the Power Automate tool is a big step forward for companies looking to boost productivity and make teamwork easier. This integration makes it easier to avoid manually creating tasks in MS Planner.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":13,"featured_media":0,"parent":18745,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-25654","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/25654","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=25654"}],"version-history":[{"count":96,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/25654\/revisions"}],"predecessor-version":[{"id":36220,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/25654\/revisions\/36220"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/18745"}],"next":[{"title":"Configure the Desk365 Connector in Microsoft Copilot Studio","link":"https:\/\/help.desk365.io\/en\/articles\/configure-desk365-connector-in-microsoft-copilot-studio\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/35403"}],"prev":[{"title":"Integrate Azure DevOps with Desk365","link":"https:\/\/help.desk365.io\/en\/articles\/integrate-desk365-with-azure-devops\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/25323"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=25654"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=25654"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}