This article describes integration best practices and recommendation from the OnePlan team regarding the Microsoft Planner Premium with OnePlan integration.

Microsoft Planner Basic vs. Premium

Microsoft Planner supports two different types of plans, Basic and Premium.

This integration is only for Planner Premium. 

Microsoft Planner Basic Plans

If you are looking for your Microsoft Planner Basic plans, please make sure you use our Microsoft Planner integration.

Synchronize Shared With List to Microsoft Planner Premium

The Synchronize shared with list to Microsoft Planner Premium setting enables automated membership management between OnePlan and the associated Microsoft Planner Premium plan by synchronizing the OnePlan Plan “Shared With” list with the corresponding Microsoft Entra ID group.

When enabled, the connector evaluates direct user assignments within the OnePlan plan and updates Entra ID group membership accordingly.

Authentication Requirement

This functionality requires Service Principal authentication. If the connector is configured using username/password authentication, group membership synchronization will fail the OnePlanPublish strategy, as delegated permissions are insufficient for managing Entra ID group membership.

Synchronization Logic

Direct Plan Access Assignments

Users explicitly added to the OnePlan plan (via the Shared With list) are processed as follows:

• If the user is added to the plan with "No Access"
  • The user is not added to the Entra ID group. 
  • No Planner Premium Access is granted for that user via the integration. 
• If the user has any access level other than "No Access"
  • The user is added to the associated Entra ID group. 
  • Access is granted to the corresponding Planner Premium plan. 

Access Revocation

If a user is initially added to a OnePlan plan and synchronized to Planner Premium, and later has their access removed or reduced to "No Access" in the OnePlan plan, the connector does not remove the user from the Entra ID group or from the Planner Premium plan. 

Group membership removal must be handled manually. 

Team-Based Access

Users granted access to a OnePlan plan indirectly via a Team assignment are not processed, and will be skipped from being synchronized. 

Inactive Users

If a user is Inactive in OnePlan, but explicitly added to the plans Shared With list, the user will still be added to the Entra ID group and Planner Premium plan. 

Generic Users

Generic users are also not processed, due to these users not having an email that can be resolved to an Entra ID identity. 

Mind the Gap

• Tasks cannot be updated in Microsoft Planner Premium when the Service Principal based authentication is used.
• The following fields are calculated in Planner Premium and cannot be updated directly:
  • Plan level:
    - State Code (statecode)
    - Calendar  (msdyn_calendarid)
    - Effort  (msdyn_effort)
    - Effort Completed  (msdyn_effortcompleted)
    - Effort Remaining  (msdyn_effortremaining)
    - Progress  (msdyn_progress)
    - Finish  (msdyn_finish)
    - Task Earliest Start  (msdyn_taskearlieststart)
    - Duration  (msdyn_duration)
  • Tasks:
    - Effort Completed  (msdyn_effortcompleted)
    - Effort Remaining  (msdyn_effortremaining)