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⇱ Microsoft Planner Integration Guides and Tutorials


Microsoft Planner Integration Guides and Tutorials

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
A list of guides and tutorials for connecting to and working with live Microsoft Planner data.

CData Software's connectivity tools enable users to connect directly to live Microsoft Planner data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Microsoft Planner data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Artificial Intelligence


ProductTechnologyArticle Title
AgentforceConnect AIConnecting Agentforce with Microsoft Planner Data
Azure AI FoundryConnect AIUse Azure AI Foundry to Talk to Your Microsoft Planner Data
Boomi AgentStudioConnect AIIntegrating Boomi AgentStudio with Microsoft Planner Data
ChatGPTConnect AIConnect Microsoft Planner Data to ChatGPT
Claude DesktopMCP ServerHow to Query Live Microsoft Planner Data in Claude Desktop
Claude CodeConnect AIHow to Query Live Microsoft Planner in Claude Code
Claude.aiConnect AIUse Claude.ai to Talk to Your Microsoft Planner Data
Cline (VS Code)MCP ServerHow to Access Live Microsoft Planner Data in Visual Studio Code via Cline
crewAIConnect AIHow to Connect to Live Microsoft Planner Data from crewAI Agents
CursorConnect AIIntegrate Cursor with Live Microsoft Planner Data
Databricks Agent BricksConnect AIUse Databricks Agent Bricks to Talk to Microsoft Planner Data
DataikuConnect AIIntegrating Dataiku with Microsoft Planner Data
FlowiseConnect AIHow to Connect Flowise AI Agents to Live Microsoft Planner Data
Gemini (CLI)Connect AIHow to Connect to Live Microsoft Planner Data from Gemini CLI
Gemini EnterpriseConnect AI How to Connect to Live Microsoft Planner Data from Gemini Enterprise
Google ADKConnect AIHow to Connect to Live Microsoft Planner Data from Google ADK Agents
Google Vertex AIConnect AIIntegrate Google Vertex AI Agents with Live Microsoft Planner Data
GumloopConnect AIIntegrating Gumloop with Microsoft Planner Data
IBM watsonx OrchestrateConnect AIBuild AI Agents with Microsoft Planner Data in IBM watsonx Orchestrate
LangchainConnect AIIntegrating LangChain with Microsoft Planner Data
LangGraphConnect AIIntegrating LangGraph with Microsoft Planner Data
MastraConnect AIConnecting Mastra with Microsoft Planner Data
Mistral (Le Chat)Connect AIConnect Microsoft Planner Data to Mistral
MS Copilot StudioConnect AIConnect Microsoft Planner Data to Microsoft Copilot Studio
n8nConnect AIBuild Microsoft Planner-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)Connect AIHow to Connect to Live Microsoft Planner Data from OpenAI Python Applications
Python MCP ServerPythonConnect Microsoft Planner to AI Assistants With the CData Python MCP Server
Relevance AIConnect AIBuild Agents in Relevance AI with Access to Live Microsoft Planner Data
Sourcegraph AmpConnect AIHow to Connect to Live Microsoft Planner Data from Sourcegraph Amp

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Business Intelligence & Analytics


ProductTechnologyArticle Title
Alteryx DesignerODBCPrepare, Blend, and Analyze Microsoft Planner in Alteryx Designer (ODBC)
Alteryx DesignerConnect AIWork with Live Microsoft Planner Data in Alteryx Designer (Connect AI)
Amazon QuickSightConnect AIBuild Interactive Dashboards from Microsoft Planner Data in Amazon QuickSight
Amazon SageMakerConnect AIIntegrate Live Microsoft Planner data into Amazon SageMaker Canvas
Aqua Data StudioJDBCConnect to Microsoft Planner in Aqua Data Studio
AWS DatabricksJDBCProcess & Analyze Microsoft Planner Data in Databricks (AWS)
Azure Analysis ServicesConnect AIModel Microsoft Planner Data Using Azure Analysis Services
BirstJDBCBuild Visualizations of Microsoft Planner in Birst
BIRTJDBCDesign BIRT Reports on Microsoft Planner
Clear AnalyticsODBCBuild Charts with Microsoft Planner in Clear Analytics
Cognos Analytics (On-Prem)Connect AIAnalyze Microsoft Planner Data in Cognos Analytics
DBxtraODBCBuild Dashboards with Microsoft Planner in DBxtra
DomoODBCCreate Datasets from Microsoft Planner in Domo Workbench
Dundas BIODBCBuild Dashboards with Microsoft Planner in Dundas BI
FineReportJDBCFeed Microsoft Planner into FineReport
GecokboardConnect AICreate Dashboards and Visualize Live Microsoft Planner Data in Geckoboard
Google SheetsConnect SpreadsheetsAccess Live Microsoft Planner Data in Google Sheets
GrafanaConnect AICreate Microsoft Planner-Connected Dashboards in Grafana
IBM Cognos BIODBCCreate Data Visualizations in Cognos BI with Microsoft Planner
Infragistics RevealConnect AIAnalyze Microsoft Planner Data in Infragistics Reval
JasperServerJDBCCreate Microsoft Planner Reports on JasperReports Server
Jaspersoft BI SuiteJDBCConnect to Microsoft Planner in Jaspersoft Studio
JReport DesignerJDBCIntegrate with Microsoft Planner in JReport Designer
KlipfolioConnect AICreate Microsoft Planner-Connected Visualizations in Klipfolio
KNIMEJDBCEnable the Microsoft Planner JDBC Driver in KNIME
LINQPadADO.NETWorking with Microsoft Planner in LINQPad
LookerConnect AIAnalyze Microsoft Planner Data in Looker
Looker StudioConnect AICreate Reports from Microsoft Planner Data in Looker Studio
MetabaseConnect AICreate Interactive Microsoft Planner-Connected Metabase Dashboards
Microsoft ExcelConnect SpreadsheetsAccess Live Microsoft Planner Data in Excel Desktop
Microsoft Excel for the WebConnect SpreadsheetsAccess Live Microsoft Planner Data in Excel for the Web
Microsoft SSASADO.NETBuild an OLAP Cube in SSAS from Microsoft Planner
MicroStrategyConnect AIConnect to Live Microsoft Planner Data in MicroStrategy through Connect AI
MicroStrategyJDBCUse the CData JDBC Driver for Microsoft Planner in MicroStrategy
Microstrategy DesktopJDBCUse the CData JDBC Driver for Microsoft Planner in MicroStrategy Desktop
Microstrategy WebJDBCUse the CData JDBC Driver for Microsoft Planner in MicroStrategy Web
Mode AnalyticsConnect AICreate Microsoft Planner-Connected Visualizations in Mode
OBIEEJDBCMicrosoft Planner Reporting in OBIEE with the Microsoft Planner JDBC Driver
pandasPythonUse pandas to Visualize Microsoft Planner in Python
Pentaho Report DesignerJDBCIntegrate Microsoft Planner in the Pentaho Report Designer
Power BI DesktopPower BIAuthor Power BI Reports on Real-Time Microsoft Planner
Power BI ServiceConnect AIVisualize Live Microsoft Planner Data in the Power BI Service
Power PivotConnect AIAccess Microsoft Planner Data in Microsoft Power Pivot
Power QueryConnect AIAccess Microsoft Planner Data in Microsoft Power Query
Qlik CloudConnect AICreate Apps from Microsoft Planner Data in Qlik Sense Cloud
QlikViewODBCConnect to and Query Microsoft Planner in QlikView over ODBC
RJDBCAnalyze Microsoft Planner in R (JDBC)
RODBCAnalyze Microsoft Planner in R (ODBC)
RapidMinerJDBCConnect to Microsoft Planner in RapidMiner
RedashConnect AIQuery, Visualize, and Share live Microsoft Planner Data in Redash
SAP Analytics CloudConnect AIAnalyze Microsoft Planner Data in SAP Analytics Cloud
SAP Business ObjectsJDBCCreate an SAP BusinessObjects Universe on the CData JDBC Driver for Microsoft Planner
SAP Crystal ReportsJDBCPublish Reports with Microsoft Planner in Crystal Reports (JDBC)
SAP Crystal ReportsConnect AIPublish Reports with Microsoft Planner in Crystal Reports (Connect AI)
SASODBCUse the CData ODBC Driver for Microsoft Planner in SAS for Real-Time Reporting and Analytics
SAS JMPODBCUse the CData ODBC Driver for Microsoft Planner in SAS JMP
SAS ViyaConnect AIAnalyze Live Microsoft Planner Data in SAS Viya
SisenseJDBCVisualize Live Microsoft Planner in Sisense
Spago BIJDBCConnect to Microsoft Planner in SpagoBI
TableauTableauVisualize Microsoft Planner in Tableau Desktop
TableauConnect AIVisualize Microsoft Planner in Tableau Desktop (Connect AI)
Tableau CloudConnect AIBuild Microsoft Planner Visualizations in Tableau Cloud
Tableau ServerTableauPublish Microsoft Planner-Connected Dashboards in Tableau Server
ThoughtSpotConnect AIModel, Search, and Visualize Live Microsoft Planner Data in ThoughtSpot
TIBCO SpotfireADO.NETVisualize Microsoft Planner in TIBCO Spotfire through ADO.NET
TIBCO Spotfire ServerJDBCOperational Reporting on Microsoft Planner from Spotfire Server
VisioODBCLink Visio Shapes to Microsoft Planner
Zoho AnalyticsConnect AICreate Microsoft Planner-Connected Dashboards in Zoho Analytics

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ETL & Replication


ProductTechnologyArticle Title
AirbyteConnect AIConnect to Microsoft Planner Data in Airbyte ELT Pipelines
Amazon RedshiftCData SyncAutomated Continuous Microsoft Planner Replication to Amazon Redshift
Amazon S3CData SyncAutomated Continuous Microsoft Planner Replication to Amazon S3
Apache AirflowJDBCBridge Microsoft Planner Connectivity with Apache Airflow
Apache CamelJDBCIntegrate with Microsoft Planner using Apache Camel
Apache CassandraCData SyncAutomated Continuous Microsoft Planner Replication to Apache Cassandra
Apache KafkaCData SyncAutomated Continuous Microsoft Planner Replication to Apache Kafka
Apache NiFiJDBCBridge Microsoft Planner Connectivity with Apache NiFi
Apache NiFi Batch OperationsJDBCPerform Batch Operations with Microsoft Planner Data in Apache NiFi
AWS GlueConnect AIBuild ETL Jobs with Microsoft Planner Data in AWS Glue Jobs
Azure Data FactoryConnect AIImport Microsoft Planner Data Using Azure Data Factory
Azure Data LakeCData SyncAutomated Continuous Microsoft Planner Replication to Azure Data Lake
Azure SynapseCData SyncAutomated Continuous Microsoft Planner Replication to Azure Synapse
BIMLSSISUse Biml to Build SSIS Tasks to Replicate Microsoft Planner to SQL Server
CloverDXJDBCConnect to Microsoft Planner in CloverDX (formerly CloverETL)
CouchbaseCData SyncAutomated Continuous Microsoft Planner Replication to Couchbase
CSVCData SyncAutomated Continuous Microsoft Planner Replication to Local Delimited Files
DatabricksCData SyncAutomated Continuous Microsoft Planner Replication to Databricks
ETL ValidatorJDBCHow to Work with Microsoft Planner in ETL Validator
FoxProODBCWork with Microsoft Planner in FoxPro
Google AlloyDBCData SyncAutomated Continuous Microsoft Planner Replication to Google AlloyDB
Google BigQueryCData SyncAutomated Continuous Microsoft Planner Replication to Google BigQuery
Google Cloud SQLCData SyncAutomated Continuous Microsoft Planner Replication to Google Cloud SQL
Google Data FusionJDBCBuild Microsoft Planner-Connected ETL Processes in Google Data Fusion
Google Data FusionConnect AIBuild Pipelines with Live Microsoft Planner Data in Google Cloud Data Fusion (CData Connect AI)
Heroku / Salesforce ConnectCData SyncReplicate Microsoft Planner for Use in Salesforce Connect
HULFT IntegrateJDBCConnect to Microsoft Planner in HULFT Integrate
IBM DB2CData SyncAutomated Continuous Microsoft Planner Replication to IBM DB2
Informatica CloudJDBCIntegrate Microsoft Planner in Your Informatica Cloud Instance
Informatica PowerCenterJDBCCreate Informatica Mappings From/To a JDBC Data Source for Microsoft Planner
Jaspersoft ETLJDBCConnect to Microsoft Planner in Jaspersoft Studio
Microsoft AccessCData SyncAutomated Continuous Microsoft Planner Replication to Microsoft Access
Microsoft Azure TablesCData SyncAutomated Continuous Microsoft Planner Replication to Azure SQL
Microsoft ExcelExcelTransfer Data from Excel to Microsoft Planner
Microsoft Power AutomateConnect AIBuild Microsoft Planner-Connected Automated Tasks with Power Automate (Desktop)
Microsoft OneLakeCData SyncAutomated Continuous Microsoft Planner Replication to Microsoft OneLake (Fabric}
MongoDBCData SyncAutomated Continuous Microsoft Planner Replication to MongoDB
MySQLCData SyncAutomated Continuous Microsoft Planner Replication to MySQL
Oracle Data IntegratorJDBCETL Microsoft Planner in Oracle Data Integrator
Oracle DatabaseCData SyncAutomated Continuous Microsoft Planner Replication to Oracle
Pentaho Data IntegrationJDBCIntegrate Microsoft Planner in Pentaho Data Integration
petlPythonExtract, Transform, and Load Microsoft Planner in Python
PostgreSQLCData SyncAutomated Continuous Microsoft Planner Replication to PostgreSQL
Replicate to MySQLPowerShellReplicate Microsoft Planner to MySQL with PowerShell
SAP HANACData SyncAutomated Continuous Microsoft Planner Replication to SAP HANA
SingleStoreCData SyncAutomated Continuous Microsoft Planner Replication to SingleStore
SnapLogicJDBCIntegrate Microsoft Planner with External Services using SnapLogic (JDBC)
SnapLogicConnect AIIntegration with Microsoft Planner Data in SnapLogic (Connect AI)
SnowflakeCData SyncAutomated Continuous Microsoft Planner Replication to Snowflake
SQL ServerCData SyncAutomated Continuous Microsoft Planner Replication to SQL Server
SQL Server Linked ServerConnect AIConnect to Microsoft Planner Data as a SQL Server Linked Server
SQLiteCData SyncAutomated Continuous Microsoft Planner Replication to SQLite
TalendJDBCConnect to Microsoft Planner and Transfer Data in Talend
UiPath StudioODBCCreate an RPA Flow that Connects to Microsoft Planner in UiPath Studio
VerticaCData SyncAutomated Continuous Microsoft Planner Replication to a Vertica Database
WorkatoConnect AIBuild Automated Workflows with Live Microsoft Planner Data in Workato
ZapierConnect AIBuild Automated Microsoft Planner-Connected Workflows in Zapier

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Data Virtualization


ProductTechnologyArticle Title
Access Linked TablesODBCUpdate Microsoft Planner with a Microsoft Access Linked Table
APOS Live Data GatewayJDBCBuild Semantic Layer Views for Microsoft Planner (JDBC)
APOS Live Data GatewayConnect AIBuild Semantic Layer Views for Microsoft Planner Data (Connect AI)
DenodoJDBCCreate A Data Source for Microsoft Planner in Denodo Platform
DremioJDBCConnect to Microsoft Planner as an External Source in Dremio
MySQL Federated TablesODBCConnect to Microsoft Planner as Federated Tables in MySQL
Oracle DatabaseODBCAccess Microsoft Planner as a Remote Oracle Database
PostgreSQL FDWJDBCA PostgreSQL Interface for Microsoft Planner
Salesforce ConnectConnect AIEdit and Search Microsoft Planner External Objects in Salesforce Connect
Salesforce External ServicesConnect AIConnect to Microsoft Planner through External Services in Salesforce
SQL Server Linked ServersODBCConnect to Microsoft Planner as a Linked Server
SQL Server PolyBaseConnect AIConnect to Microsoft Planner Data using PolyBase with Connect AI
SQL Server PolyBaseODBCConnect to Microsoft Planner as an External Data Source using PolyBase
TIBCO Data VirtualizationTIBCO DVAccess Live Microsoft Planner Data in TIBCO Data Virtualization

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Software Development


ProductTechnologyArticle Title
AWS LambdaJDBCAccess Live Microsoft Planner Data in AWS Lambda
AxiosConnect AIBuild Microsoft Planner-Connected Web Apps with Axios and CData Connect AI
.NET ChartsADO.NETDataBind Charts to Microsoft Planner
.NET QueryBuilderODBCRapidly Develop Microsoft Planner-Driven Apps with Active Query Builder
Apache SparkJDBCWork with Microsoft Planner in Apache Spark Using SQL
AppSheetConnect AICreate Microsoft Planner-Connected Business Apps in AppSheet
Bubble.ioConnect AIBuild Microsoft Planner-Connected Apps in Bubble
C++BuilderODBCDataBind Controls to Microsoft Planner Data in C++Builder
ChoreoConnect AIBuild Custom Apps on Microsoft Planner Data in Choreo
Claude CodeMCP ServerBuild Microsoft Planner-Powered Applications in Claude Code with CData Code Assist MCP
ColdFusionJDBCQuery Microsoft Planner in ColdFusion Using JDBC
ColdFusionODBCQuery Microsoft Planner in ColdFusion Using ODBC
CursorMCP ServerBuild Microsoft Planner-Powered Applications in Cursor with CData Code Assist MCP
DashPythonUse Dash & Python to Build Web Apps on Microsoft Planner
DelphiODBCDataBind Controls to Microsoft Planner Data in Delphi
DevExpressADO.NETDataBind Microsoft Planner to the DevExpress Data Grid
EF - Code FirstADO.NETAccess Microsoft Planner with Entity Framework 6
EF - LINQADO.NETLINQ to Microsoft Planner
EF - MVCADO.NETBuild MVC Applications with Connectivity to Microsoft Planner
Filemaker ProODBCBidirectional Access to Microsoft Planner from FileMaker Pro
Filemaker Pro (on Mac)JDBCBidirectional Access to Microsoft Planner from FileMaker Pro (on Mac)
Gemini Code AssistMCP ServerBuild Microsoft Planner-Powered Applications in Gemini Code Assist with CData Code Assist MCP
GitHub CopilotMCP ServerBuild Microsoft Planner-Powered Applications in GitHub Copilot with CData Code Assist MCP
GoODBCWrite a Simple Go Application to work with Microsoft Planner on Linux
Google Apps ScriptConnect AIConnect to Microsoft Planner Data in Google Apps Script
HibernateJDBCObject-Relational Mapping (ORM) with Microsoft Planner Entities in Java
IntelliJJDBCConnect to Microsoft Planner in IntelliJ
JBossJDBCConnect to Microsoft Planner from a Connection Pool in JBoss
JDBIJDBCCreate a Data Access Object for Microsoft Planner using JDBI
JetBrains RubyMineJDBCIntegrate Microsoft Planner with JetBrains RubyMine
JitterbitConnect AIIntegrate with Live Microsoft Planner Data in Jitterbit
JRubyJDBCConnect to Microsoft Planner in JRuby
Lazarus IDEODBCEasily Integrate Microsoft Planner Data in Lazarus Pascal IDE
MendixConnect AIBuild Microsoft Planner-Connected Apps in Mendix (Connect AI)
MendixJDBCBuild Microsoft Planner-Connected Apps in Mendix (JDBC)
Microsoft Power AppsConnect AIIntegrate Live Microsoft Planner Data into Custom Business Apps Built in Power Apps
NodeJSConnect AIQuery Microsoft Planner Data in Node.js (via Connect AI)
NodeJSODBCQuery Microsoft Planner through ODBC in Node.js
OutSystemsConnect AICreate Microsoft Planner-Connected Enterprise Applications in OutSystems
Perplexity DesktopMCP ServerHow to Query Live Microsoft Planner Data in Perplexity Desktop
PHPODBCNatively Connect to Microsoft Planner in PHP
PowerBuilderADO.NETConnect to Microsoft Planner from PowerBuilder
PowerShellPowerShellPipe Microsoft Planner to CSV in PowerShell
PyCharmODBCUsing the CData ODBC Driver for Microsoft Planner in PyCharm
PythonODBCConnect to Microsoft Planner in Python on Linux/UNIX
RetoolConnect AIBuild Microsoft Planner-Connected Apps in Retool
RubyODBCConnect to Microsoft Planner in Ruby
RunMyProcessConnect AIConnect to Microsoft Planner Data in RunMyProcess
RunMyProcess DSECJDBCConnect to Microsoft Planner in DigitalSuite Studio through RunMyProcess DSEC
ServoyJDBCBuild Microsoft Planner-Connected Apps in Servoy
Spring BootJDBCAccess Live Microsoft Planner Data in Spring Boot Apps
SQLAlchemyPythonUse SQLAlchemy ORMs to Access Microsoft Planner in Python
TomcatJDBCConfigure the CData JDBC Driver for Microsoft Planner in a Connection Pool in Tomcat
UnqorkConnect AICreate Microsoft Planner-Connected Applications in Unqork
VCL App (RAD Studio)ODBCBuild a Simple VCL Application for Microsoft Planner
WebLogicJDBCConnect to Microsoft Planner from a Connection Pool in WebLogic

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Data Management


ProductTechnologyArticle Title
Apache SolrJDBCImport Microsoft Planner Data into Apache Solr
Coginiti ProJDBCAccess Live Microsoft Planner Data in Coginiti Pro
DataGripJDBCQeury Microsoft Planner Data in DataGrip
DB ArtisanJDBCManage Microsoft Planner in DBArtisan as a JDBC Source
DB ArtisanODBCConnect to Microsoft Planner in DBArtisan
DBeaverJDBCConnect to Microsoft Planner in DBeaver
DbVisualizerJDBCConnect to Microsoft Planner in DBVisualizer
HeidiSQLConnect AIConnect to Microsoft Planner Data in HeidiSQL
Informatica Enterprise Data CatalogJDBCAdd Microsoft Planner to Informatica Enterprise Data Catalog
MySQL WorkbenchODBCQuery Microsoft Planner in MySQL Workbench (ODBC)
QuerySurgeJDBCValidate Microsoft Planner Data with QuerySurge
RazorSQLJDBCConnect to Microsoft Planner in RazorSQL
SQuirreLJDBCConnect to Microsoft Planner in Squirrel SQL Client

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Workflow Automation



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