Copilot Studio Tutorial: Planner Tasks in M365

Create, list, and update Microsoft Planner tasks directly inside Microsoft 365 Copilot using a custom Copilot Studio agent. In this step-by-step Copilot Studio tutorial, I build a Task Planner agent that can reason over natural language requests, create multiple tasks in one prompt, return a list of existing tasks, and update due dates automatically. You’ll see the full build experience — from writing instructions to configuring Planner tools and deploying into Microsoft 365. As a Microsoft Cloud Solution Architect and former Microsoft MVP, I focus on real-world, no-code solutions that actually work in production — not just theory. What You’ll Learn: 1️⃣ How to create a new agent in Copilot Studio using the custom engine experience 2️⃣ How to add the Microsoft Planner “Create Task” tool and configure group & plan IDs 3️⃣ How to refine tool input descriptions so the language model correctly generates task titles 4️⃣ How to add a “List Tasks” action and return live Planner data 5️⃣ How to update task due dates using the “Update a Task” action (with dynamic task IDs) 6️⃣ How to publish the agent to the Microsoft 365 channel and test it in Copilot ⏱ Timestamps: 0:00 Introduction and Overview 1:04 Creating the Task Planner Agent 3:00 Adding Tools to the Agent 5:30 Testing Task Creation 6:28 Adding Task Listing Capability 7:33 Updating Task Details 9:30 Deploying to Microsoft 365 10:50 Using Dictation for Task Management #CopilotStudio #Microsoft365Copilot #MicrosoftPlanner #AIAgents #PowerPlatform ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 👋 About Damien Bird Microsoft Cloud Solution Architect | Former MVP & Forum Super User Helping you automate, build, and innovate with Power Platform & AI 📚 Explore & Learn: 🏫 Join the Community: https://www.skool.com/damobird365-agents-flows-7462/about 🔗 Blog: https://DamoBird365.com 🎥 Video & Quiz CPD: https://DamoBird365.com/YouTube 📜 Feedback or Request: https://forms.office.com/e/WAV1iF2Wis 💖 Support & Connect: 🤝 Become a Member: https://youtube.com/@DamoBird365/membership ☕ Buy Me a Coffee: https://BuyMeACoffee.com/DamoBird365 💼 LinkedIn: https://LinkedIn.com/In/DamoBird365