Planner Tasks Custom Fields in Dataverse

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Posted on by MA-27030803-0

Hi Community!

I want to load Custom Fields from a Task in Microsoft Planner into Power BI. I cannot find them in the default table.

Do you know in which Dataverse Table they are stored?

Thanks for you help.

Cheers,

Martin

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Microsoft Dataverse

Tables

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AmínAA 1,000 Super User 2025 Season 1 on at

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Planner Tasks Custom Fields in Dataverse

Hi there @MA-27030803-0!

Did my previous answers manage to help you out solve your problem?
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ronaldwalcott 3,002 on at

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Planner Tasks Custom Fields in Dataverse

Does Planner actually use Dataverse?

The documentation indicates that it uses SharePoint and Microsoft 365 Groups. Frequently asked questions for admins about Microsoft Planner - Microsoft Planner | Microsoft Learn

This seems more likely as it would be using calendar, tasks, etc.

The more likely way to retrieve data would be to use Microsoft Graph.
AmínAA 1,000 Super User 2025 Season 1 on at

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Planner Tasks Custom Fields in Dataverse

Greetings @MA-27030803-0!

I'm sorry for my late reply, didn't get notified of the reply, and lost the post until now hahaha!

Regarding your reply... I'm sorry if none of the tables held the custom fields. That's weird, I was super sure those ought to be contained somewhere there... Now, about the article, I hope it did help, either there aren't many people using the planner connector, or I suck finding information regarding it, because for my life I couldn't find more information about it when I was trying to help... Finally, the PROJECTID, would be if I'm not mistaken the GUID of the planner's project you want to get the fields of...

Here's a reddit post that might be helpful and which contains the other URL I've mentioned, including the one I gave you, although with different placeholder names!

Reddit - Planner premium custom fields

Do let me know if in the end you've managed to solve your problem, and if my answer was in any way helpful to do so!
MA-27030803-0 2 on at

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Planner Tasks Custom Fields in Dataverse

Thanks, AmínAA,

1) I am afraid it is in none of these tables.

2) Thanks for the link to the article.

3) What would be the PROJECTID in this link?

https://project.microsoft.com/pss/api/v1.0/projects(msxrm_ORGNAME.crm.dynamics.com_PROJECTID)/tasks/fields
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AmínAA 1,000 Super User 2025 Season 1 on at

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Planner Tasks Custom Fields in Dataverse

Greetings MA-27030803-0

Assuming that you have the Premium Planner, which stores data from the planner in dataverse, that should generate you a great variety of tables, besides Project Task. While I don’t exactly know in which table table the custom fields are stored, you should be able to find it in any of the “Project” tables

Edit: To be honest, and according to some colleagues the planner can be quite a headache to use properly, here you have a link to a more in depth explannation on how to work with the planner should you not find the custom field in the tables, or need access to it in any other ways:
Microsoft Planner and the Revenge of MS Project

Edit2: To add something interesting, you can use this endpoint, changing ORGNAME and PROJECTID to suit your needs https://project.microsoft.com/pss/api/v1.0/projects(msxrm_ORGNAME.crm.dynamics.com_PROJECTID)/tasks/fields and retrieve a JSON containing all the fields, including the custom fields. I'm pretty sure there's a way to call for a JSON of all the tasks as an array with all the data, which is an extension of the URL I gave you before, but I don't remember how to do it.

If you like my response, please give it a Thumbs Up. Should this reply solve your question, please mark your post as Solved. Otherwise, feel free to reply to my answer for further help.
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