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From Planner to Power BI: Build Dashboards for Task Management Insights

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From Planner to Power BI: Build Dashboards for Task Management Insights Unlock actionable insights by connecting Microsoft Planner with Power BI — learn how IT professionals and project managers can build dynamic dashboards from Planner data to track tasks, monitor progress, and improve decision-making. Introduction Microsoft Planner is widely used for task and project management across teams — offering a simple, flexible way to create plans, assign tasks, and track progress. However, Planner by itself offers only basic visualizations and limited reporting capabilities. As organizations scale and the number of tasks and plans grow, manual tracking becomes inefficient and error-prone. This is where Microsoft Power BI comes in. By combining Planner with Power BI, you can transform raw task data into insightful dashboards, real-time reports, and analytics that help you understand project health, team workload, completion rates, and more. In this guide, you’ll discover several effective me...
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How to Use Power Automate to Streamline Microsoft Planner Plans

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How to Use Power Automate to Streamline Microsoft Planner Plans Learn how we can automate Microsoft Planner using Power Automate to streamline task creation, automate workflows, enhance reporting, and eliminate repetitive manual processes across teams.   Introduction : Managing tasks manually inside Microsoft Planner can quickly become time-consuming — especially for IT teams handling repetitive requests, user onboarding, ticket escalations, project updates, or cross-department workflows. While Planner is excellent for organizing tasks and visualizing progress, it lacks automation on its own.   That’s where Power Automate becomes a game-changer. By connecting Planner with Power Automate, we can automatically create tasks, assign work, trigger notifications, sync with other Microsoft 365 tools, and even build advanced workflows using APIs. This blog walks you through how Power Automate enhances Planner Plans, practical use cases, step-by-step examples, and actionable best pract...
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Why do comments disappear in Planner

Fix Missing Comments in Microsoft Planner | Pro Planner Assist How to Fix Missing Comments in Microsoft Planner Pro Planner Assist | Advanced Troubleshooting Guide 🔍 Why Do Comments Disappear in Planner? Comments in Microsoft Planner may disappear due to advanced technical reasons related to Exchange Online and mailbox configurations, including: Mailbox Type Misconfiguration: The mailbox assigned is not a User Mailbox, preventing proper comment syncing. Transport Rules Marking Emails as External: Exchange Online transport rules flag Planner comment emails, disrupting comment threading. Expired Third-Party Email Signature Management: If your organization uses external signature management and the service has expired, it may block Planner comment delivery. Deleted Email Threads in Outlook: Deleting Planner comment email threads in Outlook can remove comments from Planner tasks. Mailbox Managed by External Entities: Mailboxes managed by external organiza...
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Let External Users Access Your Planner Plans

Let External Users Access Your Planner Plans: A Step-by-Step Guide Let External Users Access Your Planner Plans: A Step-by-Step Guide Collaboration with clients, contractors, and partners often requires sharing project plans with users outside your organization. In Microsoft Planner, this means enabling external user access while ensuring security and compliance within your Microsoft 365 environment. Can External Users Access Microsoft Planner? Yes, but it requires proper configuration in Microsoft 365. By default, guest access is enabled in Microsoft 365 Groups, but you need to verify settings to allow external users to view and collaborate on your Planner plans effectively. Why Enable External User Access? Collaborate seamlessly with clients and partners Enhance project transparency Reduce email clutter by sharing plans directly Streamline workflows for multi-organization projects Pre-Requisites for External Access Before enabling gues...
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Comment related issues in Microsoft Planner

  Fixing Comment Issues in Microsoft Planner: A Clear Guide Fixing Comment Issues in Microsoft Planner: A Clear Guide Are your team members unable to post or view comments in Microsoft Planner ? Comments are critical for effective collaboration, and issues with them can disrupt workflows significantly. This guide will help you understand, diagnose, and resolve common comment-related issues in Microsoft Planner. Why Are Comments Important in Microsoft Planner? Comments allow your team to: Clarify task requirements Track progress updates Collaborate asynchronously Maintain context within specific tasks Common Comment-Related Issues in Planner Some common issues include: Users unable to see the comment box Comments not appearing for other users Comments not syncing across devices Notifications for comments not working Root Causes of Comment Issues Comment issues in Planner are typically linked to: Email Settings: Com...
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Microsoft Project Is Retiring: Here’s the Smartest Way to Transition to Planner

The Ultimate Transition Playbook for a Smooth Move to Planner 📌 Introduction: Change Is Here In August 2025, Microsoft Project for the Web will retire, pushing businesses toward Microsoft Planner and Copilot-powered task management. For many, this transition feels overwhelming: Will we lose our data? What happens to our dependencies and workflows? Can our teams adapt without disruption? The good news: A clear, structured transition strategy can turn this forced change into an opportunity to simplify workflows, boost team productivity, and future-proof your project management within Microsoft 365. Here is your ultimate, practical playbook to transition smoothly and confidently. 1️⃣ Start with a Clear Assessment Before migrating, know exactly what you have: ✅ List All Active Projects: Identify current projects, owners, and timelines. ✅ Check Dependencies and Custom Fields: Note advanced structures that Planner may not support directly. ✅ Export Historical Data: Preserve past project da...
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Users Unable to Access Microsoft Planner After B2B Setup

Understanding the Issue: Users Unable to Access Microsoft Planner After B2B Setup In today's interconnected digital landscape, seamless collaboration across organizational boundaries is essential for business success. Microsoft Planner, a versatile tool within the Microsoft 365 suite, facilitates project management and team collaboration with ease. However, despite its robust capabilities, issues can arise, especially when integrating external users through Azure B2B (Business-to-Business) setup. Introduction to Microsoft Planner and Azure B2B Microsoft Planner serves as a centralized hub for task management, file sharing, and team communication, ideal for organizations looking to streamline their project workflows. Azure B2B extends this functionality by enabling secure access for external users, fostering collaboration beyond organizational borders. This setup allows organizations to invite guest users from other Azure AD (Active Directory) tenants or Microsoft accounts, enhancin...
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