Automate Power Platform Planner Tasks from Excel or SharePoint by Group—Step-by-Step Tutorial скачать в хорошем качестве

Automate Power Platform Planner Tasks from Excel or SharePoint by Group—Step-by-Step Tutorial

Bulk-create Microsoft Planner tasks in multiple groups and plans—dynamically—using Power Automate, Excel, and SharePoint as your data source! This step-by-step low-code tutorial shows you how to automate daily task assignment across teams, making your workflow automation smarter and more scalable with the Power Platform. If you’ve ever struggled to distribute Planner tasks to different groups or plans from a single list, you’ll love how this solution leverages cloud flows, dynamic lookups, and simple data sources like Excel and SharePoint. I’ll walk you through practical expressions, error handling, and real-life gotchas—so you can skip the headaches and focus on digital transformation. What You’ll Learn: ✔️ Build a scheduled Power Automate flow to create Planner tasks from Excel or SharePoint data ✔️ Dynamically assign tasks to the correct group and plan using lookup tables and OData queries ✔️ Automate bucket assignment and task creation for true hyperautomation across business processes ✔️ Adapt your flow for both Excel and SharePoint, tackling common pitfalls with citizen development tips Timestamps: 00:00 – Automate Dynamic Planner Task Creation Across Groups & Plans 00:59 – Start Building the Flow with Excel as Data Source 06:47 – Test and Identify Distinct Groups for Assignment 08:23 – Filter Tasks by Group or User Dynamically 09:22 – Lookup Group and Plan ID for Dynamic Assignment 12:08 – Test and Review Flow Logic So Far 14:38 – Retrieve Bucket IDs for Accurate Task Placement 15:28 – Loop to Create Tasks in Multiple Plans 23:02 – Full Flow Demo: From Data to Planner Tasks 24:50 – Verify Task Creation in Microsoft Planner 25:26 – Upgrade Data Source: Switch to SharePoint List 32:15 – Final Thoughts & Next Steps #PowerAutomate #workflowautomation #PowerPlatform #LowCode #digitaltransformation Ready to supercharge your Planner task automation? Drop your questions or share your own scenarios in the comments—let’s build better cloud flows together! Don’t forget to like, subscribe, and check out my other Power Platform tutorials for more automation tips. Additional Links: 🔗    • Microsoft Planner Task Imports from E...   More detailed explanation of importing tasks into Planner, including notes, checklists, and attachments. 🔗    • Build a Custom Power Automate Flow Fa...   Information on error handling in Power Automate. 🔗    • Date and Time Calculations in Power A...   Guidance on using dates in Power Automate. 🫠 About me: 👋 Hi, I'm Damien Bird — Power Platform Cloud Solution Architect at Microsoft ☁️ 🧠 Former Forum Super User (2021/22) & Business Applications MVP (2022) 🎤 Speaker at conferences across Europe, the US, and local UK user groups 💡 Passionate about sharing knowledge, solving problems, and empowering the community with the Power Platform! 📚 Explore more: 🔗 Blog: https://DamoBird365.com 🎥 Video & Quiz CPD: https://DamoBird365.com/YouTube 🎓 Join the Community: https://DamoBird365.Teachable.com/p/D... 💖 Support the Channel:    / @damobird365   ☕ Buy Me a Coffee: https://BuyMeACoffee.com/DamoBird365 💼 LinkedIn:   / damobird365   🐦 Twitter: https://x.com/DamoBird365 🌐 Bluesky: https://bsky.app/profile/DamoBird365.... 📜 Feedback or Request: https://forms.office.com/e/WAV1iF2Wis