Need a way to import plans from excel or connect MS List to Planner Premium plans

Question

Hi,

My company need to maintain several premium plans within a O365 group. I ask is that we still don't find a way to import a plan from excel. It only allows to be connected to Basic plans only (while using a simple power automate flow).

Secondly, the similar issue arises when connecting it to MS list and asking it to trigger a flow to recreate that list onto Premium plan.

Several community posts talk about missing link between GRAPH APIs and Project API from Microsoft. Does anyone has a workaround for this?

Answer 1

Dear Jain,

The basic plan is stored in Azure and the premium plan is stored in Microsoft Dataverse. So you need to use the Microsoft Dataverse connector to import the tasks to the premium plan from Excel or the SharePoint Online list.

The Dataverse connector needs the premium license. So you may buy the Power Automate premium license if you want to do that.

The key point is to create an operation set id to trigger the Add Task action and then call Execute Operation Set ID to add the task to Project for the web.

Here is an example for your reference. You can do a test from your side and then connect the Microsoft Dataverse connector to SharePoint Online or Excel. The flow can be the manual flow. You need to use the List rows of Microsoft Dataverse to get the project id, the bucket id and so on. To assign a member, you need to execute another API.

For your reference: Use V1 Project schedule APIs with Power Automate | Microsoft Learn

Action Name: trim('msdyn_PssCreateV1')

Action Parameters:

{

"Entity": {

  "msdyn\_subject": "**task0A**",

  "msdyn\_start": "**@{formatDateTime(utcNow(),'yyyy-MM-ddTHH:mm:ssZ')}**",

  "msdyn\_finish": "**@{addDays(formatDateTime(utcNow(),'yyyy-MM-ddTHH:mm:ssZ'),1)}**",

  "@@odata.type": "Microsoft.Dynamics.CRM.msdyn\_projecttask",

  "msdyn\_******@odata.bind": "msdyn\_projects(**projectid**)",

  "msdyn\_******@odata.bind": "msdyn\_projectbuckets(**bucketid**)"

},

"OperationSetId": "@{outputs('Perform\_an\_unbound\_action')?['body/OperationSetId']}"

}

Replace the bold part in your environment.

Result:

Welcome to share any updates at your convenience.

Thank you for your time and effort.

Sincerely

Cliff | Microsoft Community Moderator

Answer 2

Hi Cliff,

Yes, we do have the premium license for Power Automate/Apps to utilize the dataverse.

Below is the screenshot of not able to find the "CreateOperationSet" in the dropdown.

Below is the screenshot adding the details of available licenses and Environment capabilities.

Let me know if this is sufficient info?

Regards,

Jain

Answer 3

Dear Jain,

Thanks for your updates.

Operation Set ID is required to call API for Project for the web. It is created based on the project id. You need to create it by using the premium connector Perform an unbound action.

For your reference: Project schedule API performance | Microsoft Learn

To create an Operation Set ID in the flow directly.

About "When trying to perform the above steps we are not able to find the options for 'OperationSet' in the dropdown for perform unbound action", do you buy the premium license? If yes, what's the scenario in your environment? Could you upload some related screenshots for our reference?

Note: Remove any private information before uploading the screenshots.

Welcome to share any updates at your convenience.

Thank you for your time and effort.

Sincerely

Cliff | Microsoft Community Moderator

Answer 4

Hi Cliff,

Thank you for your valuable suggestions.

My team did try this but weren't able to fix this due to the following issues -

When trying to perform the above steps we are not able to find the options for "OperationSet" in the dropdown for perform unbound action

When trying to install the necessary Application for Operation set it throwing errors and not allowing to install them either

Please suggest on how to get this Operation Set connected the Dataverse. 

Here is the Documentation we tried to follow to install them:

I believe with these installed then only we can go ahead and work on Operation Set, so currently we are here at this point not able to proceed further to test the Planner part yet. Would be appreciated if you can guide us here.

Manually deploy the Project Operations Dataverse app with dual-write support | Microsoft Learn

This article explains how to manually deploy the Project Operations Dataverse app so that it supports dual-write.

Answer 5

Dear Jain,

Have you tried the suggestions? May I know whether you need further help?

Thank you for your time and effort.

Sincerely

Cliff | Microsoft Community Moderator