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Microsoft Planner Deep Dive
24June2017
Thanks to the Sponsors!
https://andrevala.com
/in/andrevala
@atomicvee
andre.vala@gmail.com
André Vala
SharePoint Lead Architect @ everis Portugal
Office Servers and Services MVP
SharePointer for 11+ years
Speaker & author
Who Am I?
Agenda
Under the
hood RoadmapOverview
Managing
Plans
Planner
Integration
19 SLIDES + 1 DEMO
LEVEL: 100
ALL
4 SLIDES
LEVEL: 200
DEV+ITPRO
12 SLIDES + 2 DEMOS
LEVEL: 300
ITPRO
13 SLIDES + 1 DEMO
LEVEL: 300
DEV
4 SLIDES
LEVEL: 100
ALL
Microsoft Planner
30% of executives say the greatest
challenge to executing strategy is
the failure to coordinate across units1
62% of employees work
from multiple locations in a
month2
25% of the average worker’s time goes
into looking for information3
1. Harvard Business Review. “Why Strategy Execution
Unravels—and What to Do About It.”
2. Forrester Remote Work Survey
3. IDC. “The High Cost of Not Finding Information.”
MODERN WORKPLACE CHALLENGES
One size doesn’t fit all
OVERVIEW
SMS
Work Management
OVERVIEW
Wunderlist
Planner
Project
Low Medium High
PMO / Executives
and Project Teams
Ad-hoc Teams
Individuals
LEVEL OF COMPLEXITY
To-Do
Competition
OVERVIEW
Planner Concepts
OVERVIEW
Planner Hub
• Shows a summary of
each of the user’s
favorite plans
• Allows access to all of
the organization’s public
plans
Planner Concepts
OVERVIEW
Plan
• Owned by a group
• Inherits group’s members
• Contains tasks
• Contains buckets
Planner Concepts
OVERVIEW
Task
• Represented by a card
• Placed in a bucket
• Can be assigned to one or
more members
• Can have a start and due
date
• Has a progress status
• Can contain a checklist
• Can have files attached or
linked
• Can have labels
• Can have comments
Planner Concepts
OVERVIEW
Comments
Attachments
Progress Status
Owner(s)
Label
Start Date
Due Date
Checklist
Planner Concepts
OVERVIEW
Bucket
• Set of tasks organized in
a column
• Can have any name
• A plan can have several
buckets
Planner Concepts
OVERVIEW
Chart View
• Shows plan tasks by
status
• Shows tasks by group
member
• Lists tasks and allows
grouping and filtering
What is this? A Moon?
A Space Station!
Death Star
Superlaser
Who is this? Darth Vader
Who is this? Director Krennic
Overview
Out-of-the-box Compliance
ISO 27001
ISO 27018
EU Model Clauses
HIPAA BAA
SOC 1 & 2
OVERVIEW
Planner Mobile Apps
OVERVIEW
Native Android
Windows 10 Universal App
Native iOS
SOON SOONAVAILABLE NOW
Requirements
Office 365 Enterprise (E1, E3, E4 and E5)
Office 365 Education (E1, E3, E4 and E5)
Office 365 Business Essentials
Office 365 Business Premium
OVERVIEW
Microsoft Planner
Architecture
UNDER THE HOOD
GROUP
NOTEBOOKCALENDAR
CONVERSATIONS
MEMBERSHIP
PLANFILES
OneNote
Azure Active
Directory
Azure
Web App
SharePoint
Team Site
Exchange Mailbox
Yammer Group
Exchange
Calendar
TEAM
Azure
Web App
Architecture
UNDER THE HOOD
Azure AD
Azure
Exchange
Mailbox
Yammer
Group
SharePoint
Team Site
Data Model
UNDER THE HOOD
GROUP
TASKBUCKET
PLAN DETAIL
TASK DETAIL
USER
FILE
PLAN TASKBOARD
1
N
1 1
CATEGORY
1
6
1
N
1 N
PLAN
13
1
1
N N
ASSIGNED TO
N N
REFERENCE
N
N
MEMBER
PROGRESS TASKBOARD
BUCKET TASKBOARD
ASSIGNED TO TASKBOARD
N
1
Microsoft Planner
Management UI
MANAGING PLANS
Azure AD Control Panel
Office 365 Admin Center
Office 365
Admin App
Management UI
MANAGING PLANS
Task Azure AD
Control Panel
Office 365
Admin Center
Office 365
Admin App
Create, update and delete groups
Add and remove group members
and owners
Set dynamic membership policies
Management UI
PowerShell
MANAGING PLANS
*-UnifiedGroup
Create, edit and delete groups
Manage single-value properties available on the Group object
*-UnifiedGroupLinks
Manage members, owners and subscriber list
Use PowerShell to manage Office 365 Groups
Convert an Exchange distribution group to an Office 365 Group
Plan Creation Policies
MANAGING PLANS
PS> Connect-MsolService
PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"}
PS> $setting = $policy.CreateSettingsObject()
PS> $setting["EnableGroupCreation"] = "false"
PS> $setting["GroupCreationAllowedGroupId"] = "{group ID}"
PS> New-MsolSettings -SettingsObject $setting
Manage Office 365 Group creation
Disable Guest Access
MANAGING PLANS
PS> Connect-MsolService
PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"}
PS> $setting = $policy.CreateSettingsObject()
PS> $setting["AllowGuestsToAccessGroups"] = "false"
PS> New-MsolSettings -SettingsObject $setting
Guest access to Office 365 groups - Admin Help
Prevent Users From Adding Guests
MANAGING PLANS
PS> Connect-MsolService
PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"}
PS> $setting = $policy.CreateSettingsObject()
PS> $setting["AllowToAddGuests"] = "false"
PS> New-MsolSettings -SettingsObject $setting
Guest access to Office 365 groups - Admin Help
Who is this? Galen Erso
Managing Plans
with PowerShell
Naming Conventions
MANAGING PLANS
Dynamic Membership
MANAGING PLANS
Managing groups in Azure Active Directory
Microsoft Planner
Microsoft Graph API
PLANNER INTEGRATION
https://graph.microsoft.com/
USERS FILES MAIL CALENDARGROUPS
Insights and relationships from Microsoft Graph
TASKS
Microsoft Graph API
PLANNER INTEGRATION
EVENTS
MANAGEMENT
CONVERSATIONS
NOTES DRIVE
PLANS PLANS
BUCKETS
TASKS
GROUPS API TASKS API
Tasks API Overview
Groups API
PLANNER INTEGRATION
Get Group Info
GET https://graph.microsoft.com/v1.0/groups/{id}/
Get Group Members
GET https://graph.microsoft.com/v1.0/groups/{id}/members
Get Group Plans
GET https://graph.microsoft.com/beta/groups/{id}/plans
Get Groups I’m a Member Of
GET https://graph.microsoft.com/v1.0/me/getMemberGroups
Plans API
PLANNER INTEGRATION
Get Plan Info
GET https://graph.microsoft.com/beta/plans?$filter=owner eq '{id}'
Get Plan Details
GET https://graph.microsoft.com/beta/plans/{id}/details
Get Plan Buckets
GET https://graph.microsoft.com/beta/plans/{id}/buckets
Get Plan Tasks
GET https://graph.microsoft.com/beta/plans/{id}/tasks
Group ID
Tasks API
PLANNER INTEGRATION
Get My Tasks
GET https://graph.microsoft.com/beta/tasks?$filter=createdby eq 'me'
Get Task Info
GET https://graph.microsoft.com/beta/tasks/{id}
Get Task Details
GET https://graph.microsoft.com/beta/tasks/{id}/details
Buckets API
PLANNER INTEGRATION
Get Bucket Info
GET https://graph.microsoft.com/beta/buckets/{id}
Get Bucket Tasks
GET https://graph.microsoft.com/beta/buckets/{id}/tasks
Death Star Plans
Stolen Death
Star Plans
Jyn Erso
Darth Vader tried to avoid the theft...
R2-D2
Copied Death
Star Plans
Princess Leia
Design flaw?
Thermal
Exhaust Port
Planner Integration
Microsoft Planner
Roadmap
Available Now
• Creation Policy in AAD
• External user access
• Multiple users per task
• Alert management
• Planner mobile apps
Soon
• Plan templates
• Timeline view
• Custom backgrounds
Most Requested
• Integrate tasks with calendar
• Better integration with
Outlook
• Due date notification
• Multiple plans per group
• Search capabilities
https://roadmap.office.com https://planner.uservoice.com
IN PROGRESS
PARTIALLY
External User Access
ROADMAP
Plan Owner/Members
 Owners can add guest users
 Members are aware of guest participation across
all group endpoints
Guests (subscribed experience in their email account)
 Receives a welcome email and groups messages
 Access Plans as well as files and notes
Tenant Admin can turn on/off:
 Guest access to groups within tenant
 Adding of guest users per group
 Adding of guest users across any group within
tenant
Plan Templates
Early Thinking (plans may change)
 Start from existing plan / copy plan
 User/Org defined templates
 Task/Bucket/Checklist templates
 Recurring Tasks
 NOT Microsoft defined templates
ROADMAP
Next Steps
Microsoft Tech Community
https://techcommunity.microsoft.com
Planner @ User Voice
https://planner.uservoice.com
Answers @ Microsoft
https://answers.microsoft.com
Office Blog
https://blogs.office.com
Office Roadmap
http://roadmap.office.com
Q&A
Thank you
Brian Kesinger
https://andrevala.com
/in/andrevala
@atomicvee
andre.vala@gmail.com
Thanks to the Sponsors!

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