MICROSOFT INTEGRATION · BUILT FOR EVERYTHING ELSE

Microsoft integration that reaches the systems other tools can't.

Q: What systems can Rayven connect Microsoft Planner to?

Rayven connects Planner to 600+ systems including [Dynamics 365 Business Central](/solutions/data-integration-platform/accounting-software-integration/dynamics-365-business-central-integration), [Dynamics 365 Sales](/solutions/data-integration-platform/crm-integration/microsoft-dynamics-365-sales-integration), [Microsoft Project](/solutions/data-integration-platform/pms-integration/microsoft-project-integration), [NetSuite ERP](/solutions/data-integration-platform/erp-integrations/netsuite-erp-integration), Jira, ServiceNow + customer portals.

Connect Microsoft Planner to every system + workflow your business runs on - turn plans, buckets + tasks into real-time operational intelligence + AI-ready insight.

240+

deployments live

600+

fast-track connectors

3 wks

average deploy

66%

faster than DIY

Get my Microsoft integration plan → Talk to us

★★★★★5/5 · 140+ reviews Australian-built 99.9% platform uptime

Live demo · Claude querying Microsoft + ops via Rayven MCP

What's the status of the Dynamics 365 Sales (deal won) → Microsoft Planner flow today?

All flowing. Deal won creates the Teams plan is live. No blockers flagged.

Dynamics 365 Sales (deal won)Microsoft Planner

Trusted by 240+ teams across Australia + globally

THE REALITY

Microsoft is brilliant at what it does. Useless at everything else your data needs to touch.

Planner is the day-to-day surface, but invoicing, CRM updates + portfolio reporting live outside the Microsoft estate. Graph throttling caps the volume real connectors need. Project ↔ Planner roll-down/roll-up gets re-built per tenant. AI projects stall on Graph's default history window.

The integration tool you've already tried probably can't fix it.

What Zapier + iPaaS reach

SaaS-to-SaaS. Useful, until it isn't.

Connectors for Microsoft, Slack + a thousand other SaaS apps. Cheap + fast for the easy half of integration. Where they hit a wall:

[Dynamics 365 Business Central](/solutions/data-integration-platform/accounting-software-integration/dynamics-365-business-central-integration) + ERP reading task completion for invoice + cost rollup
[Microsoft Dynamics 365 Sales](/solutions/data-integration-platform/crm-integration/microsoft-dynamics-365-sales-integration) driving plan creation when deals close
[Microsoft Project](/solutions/data-integration-platform/pms-integration/microsoft-project-integration) for top-down plan rollup + bottom-up task execution
Non-Microsoft tools (Jira, ServiceNow) bridging into Planner for the Teams surface
Data warehouses + AI agents reading task history beyond Graph's default windowing

What Rayven reaches

CRM, ERP, support, time + AI. One platform.

The integration platform built for what other tools can't (or won't) reach - plus an AI data fabric, MCP server + app builder layered on top. Australian-priced.

Microsoft + every CRM, ERP + accounting system
Support, engineering (GitHub, Azure DevOps) + time-tracking platforms
Files, time + billing, GitHub, ERP, CRM + custom-built connectors
Real-time bidirectional sync, tier-aware + rate-limit-safe
AI Data Fabric, MCP, automation + custom apps included

WHAT YOU CAN BUILD

Microsoft + Rayven: AI, automation + tools that reach every system you run.

6 examples of what Rayven customers run on Microsoft + integrated systems. Built in weeks, not months.

Dynamics 365 Sales (deal won) → Microsoft Planner

Deal won creates the Teams plan

Closed-won opportunities in Dynamics 365 Sales auto-create a Planner plan in the right Team channel with buckets + tasks populated. Delivery starts inside Teams without intake forms.

Anything that needs my attention right now?

3 items. 1 deal stuck, 1 account flagged, 1 task overdue.

MicrosoftDynamics 365 Sales

Microsoft Planner → Dynamics 365 BC + ERP

Task completion triggers invoice + cost

Task status moves flow into Dynamics 365 Business Central, NetSuite ERP or other ERPs. Project margin updates live.

Which won deals are stuck pre-invoice?

3 stuck. 2 drafts in accounting, 1 awaiting PO. Auto-finalise?

MicrosoftDynamics 365 BC + ERPXero

Microsoft Project → Microsoft Planner

Project rollup to Planner execution

Project tasks roll down to Planner buckets for Teams-native execution. Planner status rolls back up to Project schedule actuals - same Rayven layer manages both directions.

Status check - is everything in sync?

All current. Last sync 38 seconds ago, no backlog.

Microsoft

Non-Microsoft tools (Jira, ServiceNow) → Microsoft Planner

External tools into the Teams surface

Jira issues, ServiceNow tickets + Zendesk cases bridge into Planner tasks so cross-stack teams can collaborate inside Teams without leaving their tools.

Anything that needs my attention right now?

3 items. 1 deal stuck, 1 account flagged, 1 task overdue.

Microsoft

Microsoft Planner → Data warehouse + AI agents

Plan state, AI-ready

Every plan, bucket + task streams into Rayven's data fabric with extended history beyond Graph's default window. AI agents query live slip risk + workload across plans + tenants.

Any production delays linked to open opportunities?

2 delays. Line 3 down 4 hrs, batch 88 short 14 units.

MicrosoftData warehouseMES

Customer portal → Microsoft Planner

Live customer plan view

Planner state surfaces in a branded customer status portal outside Teams. Customers see live progress without a Microsoft 365 licence.

Reconcile duplicate accounts across the stack.

4 duplicates resolved. Canonical record published. Audit logged.

MicrosoftCustomer portalCRM

BEYOND INTEGRATION

Integration is the start. Here's what comes with it.

Rayven isn't just a Microsoft connector. It's the operational software platform underneath - so once Microsoft is connected, four more capabilities come online by default.

AI-ready data layer (AI Data Fabric)

Microsoft data joined with ERP, IoT + legacy - contextualised, unified + structured so AI models, agents + tools can use it without ETL prep work.
Learn more →

Live AI access (Rayven MCP)

Claude, ChatGPT + Gemini get live, governed access to Microsoft + every other connected system. Your AI stops guessing - cites real Microsoft records + numbers.
Learn more →

Automation + AI agents

Workflows + AI agents act on Microsoft data without human intervention - escalate at-risk accounts, trigger operational work, auto-update forecasts, draft customer comms.
Learn more →

Custom apps + portals

Unified customer portals, ops dashboards, mobile field apps, partner portals - built on top of integrated Microsoft data. No separate BI tool, no separate dev stack.
Learn more →

All on top of your existing stack. No rip + replace. Microsoft stays Microsoft. Rayven works on what you've already built. Specifically tuned for Graph throttle handling + Teams channel-context preservation.

The Rayven

AI Data Fabric

MULTIMODAL DATA IN

THE RAYVEN PLATFORM

AI CAPABILITIES OUT

SCADA + OT

Databases

Streaming Feeds

IoT + Sensors

Documents + PDFs

Video + Images

Audio + Voice

Manual + Forms

APIs + Webhooks

AI Agents

Predictive AI + ML

Conversational AI

Real-time Training

AI-led Execution

Multimodal AI

Anomaly Detection

Forecasting

Vision + Edge

Gen AI Summaries

MICROSOFT INTEGRATION · WHICH PATH

Pick the right tool for your stack.

Microsoft integration looks different at every scale. Honest comparison of the four common paths - Rayven only wins on some of them.

Capability

Rayven

Zapier · Workato

MuleSoft · Boomi

Build it yourself

Microsoft to other SaaS

Yes

Best in class

Yes

DIY effort

Microsoft to OT / SCADA / IoT

Yes

Custom build

Months of work

Microsoft to legacy DB / files / FTP

Yes

Partial

Yes

DIY effort

Real-time, tier-aware + rate-limit-safe

Yes

Throttled / paid

Yes

Hard to get right

Planner Graph + Teams channel-context sync

Built in

No Teams context

Custom build

Hard to get right

AI-ready data layer + MCP for AI

Built in

Custom apps + portals on connected data

Built in

Not included

Separate product

Build it

Australian-built · sovereign deploy

Available

US-hosted

Configurable

You decide

Cost vs enterprise iPaaS

Significantly lower

Cheap at low volume

Premium pricing

Internal cost

Time to live

2-12 weeks

Days · per Zap

3-9 months

6-18 months

WHY RAYVEN · NOT JUST ANY CONNECTOR

The integration is the easy bit. The platform + team behind it is the difference.

240+ DEPLOYMENTS

Platform + team. One commercial.

Not five vendors stitched together. Rayven is the platform AND the Australia-based expert team that scopes, builds + supports it. One commercial. No licence stacking, no finger-pointing.

GRAPH + TEAMS NATIVE

Built for Planner's Graph + Teams model.

Rayven handles Microsoft Graph throttling, extended-history capture beyond Planner's default window + Teams channel-context preservation natively. Graph endpoints + Power Automate orchestration with Azure AD drives real-time sync of plans, buckets + tasks into BC, Sales, Project + AI.

5/5 · 140+ REVIEWS

We stay after go-live.

No handoff. No disappearing. Rayven is a long-term partner when your Microsoft evolves, your stack changes, or you push further. 24/7 support. Same team, same platform, same commercial.

AUSTRALIAN SOVEREIGN

Built here. Delivered here.

Australian-built, Australian-delivered. Deploy as cloud, private cloud or sovereign-hosted for government + regulated workloads. Your Microsoft data, your residency, your rules.

FAQS

The questions Microsoft admins, RevOps + IT ask first.

If you're evaluating Rayven for Microsoft integration, these are the things worth knowing before booking a call.

The 30-minute call covers

Your Microsoft + connected stack today
What's reachable + which systems to bring in first
Live walkthrough of Rayven against your scenario
Time, scope + delivery estimate
Honest read on whether Rayven's the right fit

What is Microsoft Planner integration?

Microsoft Planner integration is the practice of connecting Planner to the rest of your business stack - Dynamics 365 BC, Dynamics 365 Sales, Project, Jira + AI - so Teams-native task state is visible everywhere it matters. Rayven delivers Planner integration as part of an AI data fabric.

How does Rayven connect Microsoft Planner to other systems?

Rayven uses Microsoft Graph endpoints for Planner via Azure AD auth + Power Automate flow orchestration for real-time bidirectional sync. Plans, buckets, tasks + Teams channel context all flow as first-class integration events. See the Rayven Platform for how integration + data layers fit together.

What systems can Rayven connect Microsoft Planner to?

Rayven connects Planner to 600+ systems including Dynamics 365 Business Central, Dynamics 365 Sales, Microsoft Project, NetSuite ERP, Jira, ServiceNow + customer portals.

How long does Microsoft Planner integration take with Rayven?

Most Planner integrations go live in 2-12 weeks. A single Planner-to-BC or Planner-to-Sales flow runs in 2-3 weeks; a Project ↔ Planner bridge with AI + customer portal on top runs 6-12 weeks. Choose DIY, done-for-you or hybrid delivery.

Does Microsoft Planner have a native API? Why does Rayven add value on top?

Yes - Planner ships through Microsoft Graph + Power Automate. Rayven adds value because production sync needs more than a connector: Graph throttling + history-window handling, Teams channel context preservation, Project roll-down/roll-up orchestration + the AI/agent + portal layers on top. Read more in how Rayven works.

What are the most common Microsoft Planner integration use cases?

Top use cases are deal-won-to-plan, task-to-BC, Project ↔ Planner roll-down/roll-up, non-Microsoft tool bridging + AI on plan state. See the automations above for specifics.

What are the technical specifics of Microsoft Planner integration with Rayven?

Rayven uses Microsoft Graph endpoints for Planner via Azure AD authentication + Power Automate flow orchestration for real-time bidirectional sync. Graph throttling + Power Automate flow throttling managed natively via batching, queuing + back-pressure so tenant-wide syncs never throttle out. Plans, buckets, tasks, assignments, labels, checklists, Teams channel context + Outlook surfacing are preserved through the integration with field-level mapping into Dynamics 365 BC, Dynamics 365 Sales, Project, ERP + AI targets. Extended history beyond Planner's default Graph window captures via Rayven's project-master layer - AI agents see the full task history. Bridge to Project for top-down/bottom-up flow runs on the same Rayven layer. Validated across Microsoft 365 Business, Enterprise + Government tenants. Premium Plans + roadmap views integrate via the same Graph endpoints so the Project + Planner bridge works on either licence tier.

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Overview

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Library

Our Company

Microsoft integration that reaches the systems other tools can't.

Microsoft is brilliant at what it does. Useless at everything else your data needs to touch.

SaaS-to-SaaS. Useful, until it isn't.

CRM, ERP, support, time + AI. One platform.

Microsoft + Rayven: AI, automation + tools that reach every system you run.

Deal won creates the Teams plan

Task completion triggers invoice + cost

Project rollup to Planner execution

External tools into the Teams surface

Plan state, AI-ready

Live customer plan view

Integration is the start. Here's what comes with it.

AI-ready data layer (AI Data Fabric)

Live AI access (Rayven MCP)

Automation + AI agents

Custom apps + portals

The five-layer operational platform your Microsoft integration runs on.

Pick the right tool for your stack.

The integration is the easy bit. The platform + team behind it is the difference.

Platform + team. One commercial.

Built for Planner's Graph + Teams model.

We stay after go-live.

Built here. Delivered here.

The questions Microsoft admins, RevOps + IT ask first.

The 30-minute call covers

What is Microsoft Planner integration?

How does Rayven connect Microsoft Planner to other systems?

What systems can Rayven connect Microsoft Planner to?

How long does Microsoft Planner integration take with Rayven?

Does Microsoft Planner have a native API? Why does Rayven add value on top?

What are the most common Microsoft Planner integration use cases?

What are the technical specifics of Microsoft Planner integration with Rayven?

Microsoft + AI integration.In weeks, not months.

Microsoft + AI integration.
In weeks, not months.