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Integrate Microsoft Planner tasks with Field Service

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jan 15, 2025 - -

Business value

Give your frontline workforce a single place to view all their work-related tasks and ensure things don't fall through the cracks. This integration syncs Field Service work orders into Microsoft Planner, along with their other tasks, giving users a one-stop shop to see their daily workload.

Feature details

Dynamics 365 Field Service and Microsoft Planner give users a single place to view and manage all of their work-related and personal tasks.

This integration syncs Field Service work orders into Microsoft Planner, along with existing non-work order tasks, so users have one stop to see their daily workload.

Field Service work orders synced to Microsoft Planner.

  • The Planner landing screen shows all work and personal tasks and groups them accordingly.
  • With the Field Service integration enabled, assigned work orders show in the user's plan, next to existing tasks.
  • Select a work order to preview the details and open the work order.
  • After updating or completing a work order, the user goes back to Planner to review other open tasks.

A work order task viewed in Planner.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Synchronize Microsoft Planner with Field Service (docs)