Beta: Add Roster Member
Beta, non-production API: add a same-tenant user with full control to a Planner roster. Microsoft Graph beta can change without notice.
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Integrate Microsoft Planner
with your AI CRM
Microsoft Planner is a collaborative work management application for creating and organizing plans, buckets, tasks, assignments, checklists, and rosters through Microsoft Graph
Explore Triggers and Actions
Beta: Assign Roster Sensitivity Label
Beta, non-production API: assign or change a roster sensitivity label using the latest roster ETag. Tenant label policy can reject the request, and Microsoft Graph beta can change without notice.
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Beta: Create Roster
Beta, non-production API: create an empty Planner roster. Microsoft Graph beta can change without notice, and an empty roster is automatically deleted after 24 hours if no plan is added.
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Beta: Create Roster Plan
Beta, non-production API: create the single plan contained by a Planner roster. Roster containers and this route behavior can change without notice.
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Beta: Delete Roster
Beta, non-production API: permanently delete a Planner roster and cascade-delete its contained plan and tasks. Microsoft Graph beta can change without notice.
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Beta: Get Roster
Beta, non-production API: get a Planner roster and its current ETag. Microsoft Graph beta can change without notice.
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Beta: Get Roster Member
Beta, non-production API: get one Planner roster member. This action intentionally omits $select because it caused a live Microsoft Graph beta provider failure while the unfiltered read succeeded.
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Beta: List Roster Members
Beta, non-production API: list one page of members with full control of a Planner roster. Microsoft Graph beta can change without notice.
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Beta: List Roster Plans
Beta, non-production API: list one page containing the plan in a Planner roster. A roster can contain at most one plan, and Microsoft Graph beta can change without notice.
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Beta: List User Roster Plans
Beta, non-production API: list one page of plans in rosters of which a specified user is a member. Only the explicit-user route is documented, and Microsoft Graph beta can change without notice.
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Beta: Remove Roster Member
Beta, non-production API: remove a roster member. Removing the last member can delete the roster, its plan, and its tasks. Microsoft Graph beta can change without notice.
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Create Bucket
Create an ordered bucket in a Microsoft Planner plan.
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Create Plan
Create a basic Planner plan in a Microsoft 365 group the connected user belongs to.
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Create Task
Create a Planner task with optional bucket placement, assignments, categories, dates, progress, and priority.
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Delete Bucket
Delete a Microsoft Planner bucket using its latest ETag.
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Delete Plan
Permanently delete a Planner plan using its latest ETag.
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Delete Task
Delete a Planner task using its latest core-resource ETag.
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Get Assigned To Board Format
Get a task's per-assignee and unassigned ordering hints for the Assigned To board, plus its format-specific ETag.
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Get Bucket
Get one Microsoft Planner bucket and its current resource ETag.
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Get Bucket Board Format
Get a task's ordering hint for the bucket board and the format-specific ETag.
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Get Plan
Get one basic Planner plan and its current resource ETag.
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Get Plan Details
Get a plan's 25 category labels, shared-user dictionary, and details-specific ETag.
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Get Planner Entry Point
Return the Microsoft Graph Planner entry-point metadata; this documented singleton has no Planner data properties.
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Get Progress Board Format
Get a task's ordering hint for the progress board and the format-specific ETag.
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Get Task
Get a Planner task's complete core resource, including assignments, applied categories, progress, counts, identities, and its current core-resource ETag.
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Get Task Details
Get a task's separately versioned description, checklist, external references, preview mode, and task-details ETag.
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List Bucket Tasks
List one page of tasks currently associated with a Microsoft Planner bucket.
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List Buckets by Plan
List one page of buckets through the root Planner collection using the live-verified planId filter grammar. Follow next_cursor even when items is empty.
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List Drive Creator Plans
Call the documented drive-root creator traversal to list one page of that user's shared Planner plans. This exact route returned Microsoft Graph HTTP 500 during live probing, so prefer List My Plans when applicable.
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List Group Plans
List one page of basic Planner plans owned by a Microsoft 365 group.
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List My Assigned Tasks
List one page of Planner tasks assigned to the connected work or school user.
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List My Plans
List one page of Planner plans shared with the connected work or school user.
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List Plan Buckets
List one page of buckets in a Planner plan.
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List Plan Tasks
List one page of tasks in a Planner plan.
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List Plans by Owner
List one page of basic Planner plans owned by one Microsoft 365 group using the live-verified owner filter grammar.
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List Tasks by Plan
List one page of Planner tasks through the root collection using the live-verified planId filter grammar.
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List User Assigned Tasks
List one page of Planner tasks assigned to a specified work or school user.
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List User Plans
List one page of Planner plans shared with a specified work or school user.
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Update Assigned To Board Format
Update a task's ordering hints on the Assigned To board using that format resource's latest ETag.
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Update Bucket
Change a bucket's name or board order using its latest ETag.
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Update Bucket Board Format
Update a task's ordering hint on the bucket board using that format resource's latest ETag.
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Update Plan
Change a plan title using its latest ETag and return the updated representation by default.
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Update Plan Details
Update any of a plan's 25 category labels or shared users using the plan-details ETag.
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Update Progress Board Format
Update a task's ordering hint on the progress board using that format resource's latest ETag.
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Update Task
Update any documented writable core task fields, including assignments, categories, dates, progress, priority, or bucket, using the latest task ETag.
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Update Task Details
Update a task's description, preview mode, checklist items, or external references using the separately versioned task-details ETag.
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How the Microsoft Planner integration works
The Microsoft Planner integration connects your Dench AI CRM directly to Microsoft Planner, so agents can read and act on your Microsoft Planner data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
46 actions are available for agents to invoke on your behalf. Every call runs through Microsoft Planner's own authorization, scoped to the account you connect.
Set up Microsoft Planner in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Microsoft Planner and click Connect — you'll authorize access through Microsoft Planner's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Microsoft Planner in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Microsoft Planner integration work with Dench?
The Dench Microsoft Planner integration connects your AI CRM to Microsoft Planner, so AI agents can work with your Microsoft Planner data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Microsoft Planner via Dench?
The Microsoft Planner integration currently exposes 46 actions, including Beta: Add Roster Member, Beta: Assign Roster Sensitivity Label, Beta: Create Roster, Beta: Create Roster Plan, Beta: Delete Roster, and Beta: Get Roster. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Microsoft Planner to Dench?
No. You connect Microsoft Planner from your Dench workspace using Microsoft Planner's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Microsoft Planner integration secure?
Connections are authorized through Microsoft Planner's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Microsoft Planner connection from your workspace settings at any time.