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Integrate Live Microsoft Planner Data into Custom Business Apps Built in Power Apps



Use CData Connect Cloud to connect to Microsoft Planner data and integrate live Microsoft Planner data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile — without the time and expense of custom software development. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Microsoft Planner data from the apps you build using Power Apps. This article shows how to connect to Connect Cloud from Power Apps and build an app based on live Microsoft Planner data.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Microsoft Planner, allowing you to easily integrate with live Microsoft Planner data in Power Apps — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Microsoft Planner, leveraging server-side processing to quickly return Microsoft Planner data.

Configure Microsoft Planner Connectivity for Power Apps

Connectivity to Microsoft Planner from Power Apps is made possible through CData Connect Cloud. To work with Microsoft Planner data from Power Apps, we start by creating and configuring a Microsoft Planner connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Microsoft Planner" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Microsoft Planner.

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

    1. Extracts the access token from the callback URL and authenticates requests.
    2. Obtains a new access token when the old one expires.
    3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Microsoft Planner Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Microsoft Planner data from Power Apps.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Microsoft Planner data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Dataverse -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the Microsoft Planner connection (e.g. MicrosoftPlanner1)
    • Set Username to a Connect Cloud user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create

Building a Data-Centric App for Microsoft Planner Data

With the connection to Connect Cloud configured, you are ready to integrate live Microsoft Planner data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create and select "SQL"
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen

At this point, you have an app with read and write access to live Microsoft Planner data that you can save and publish for use within your organization.

SQL Access to Microsoft Planner Data from Cloud Applications

Now you have a direct connection to live Microsoft Planner data from Microsoft Power Apps. You can create more connections and apps to drive business — all without replicating Microsoft Planner data.

To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.