Synchronize Microsoft Planner with Field Service (Preview)

[This article is prerelease documentation and is subject to change.]

The Dynamics 365 Field Service and Microsoft Planner sync combines work orders and tasks in a single task management application. This feature simplifies task tracking by automatically creating corresponding tasks in Planner for each work order in Field Service. It allows frontline teams to stay organized and responsive, helping businesses achieve greater operational efficiency.

• Enhanced collaboration: Frontline workers and back-office teams can track tasks in real time using Planner, improving communication and coordination across the organization.

• Increased efficiency: Task management becomes more seamless, reducing the need to switch between platforms to track the progress of work orders.

• Better organization: Work orders can be categorized into different buckets in Planner. Buckets represent the type of work being done, helping teams manage and prioritize tasks effectively.

• Scalability: The integration supports multiple business units and environments, allowing for flexible setup across large organizations.

Important

• This is a preview feature.
• Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Set up the integration

Prerequisite

• Work order types created

Step 1: Set up Microsoft Teams (optional)

If your organization uses Microsoft Teams, it's beneficial to create a new team that corresponds to the work order sync. It automatically creates an associated Microsoft Entra ID group, which is required for in the integration.

Step 2: Create a Microsoft Dataverse team

1. In the Power Platform admin center, create a new Dataverse team in the environment with Field Service installed.

2. For Team type, choose Microsoft Entra Office Group.

3. For Group name, select the Microsoft 365 group that you want to use as the basis for the team.

4. For Membership type, choose Members and guests. 

Step 3: Configure business units in Environment Settings

1. Go to the Power Platform Environment Settings app.

2. Under System, select Security (Preview) > Business Units.

3. Select the business unit and then select Manage business units in Dynamics 365.

4. Associate the Business Unit with the Dataverse Team: Under the Frontline Team field, link the business unit to the Dataverse team created in the previous step.

Important

The Frontline Team field isn't visible when you manage business units in the Power Platform admin center. Use the Power Platform Environment Settings app instead.

Step 4: Enable Planner sync in Field Service settings

1. In Field Service, change to the Settings area and go to Field Service Settings.

2. On the Features tab, in the Planner Task (Preview) section, turn on the Planner Task Synchronization feature.

   

3. Select Save to apply the changes.

View work orders in Planner

1. Create a work order in Field Service, set the corresponding work order type and save it.

2. Sign in to Planner to find the synced work order in a bucket based on the work order type.

Tip

To update or complete the work order, select the link in the Planner task to navigate back to the full work order in Field Service. Direct updates in Planner for work order-related tasks aren't supported.

Known issues

• Planner supports up to 2,400 active tasks and 9,000 tasks in total. Make sure you mark work orders as completed when done. When you reach 9,000 tasks in total, consider cleaning up tasks in Planner.
• The system allows up to 50 work order types as buckets in Planner. Consolidate work order types to avoid reaching this limit.