diff --git a/Planner/TOC.yml b/Planner/TOC.yml index d9882a54..ecdfae93 100644 --- a/Planner/TOC.yml +++ b/Planner/TOC.yml @@ -28,6 +28,8 @@ Items: href: disabling-direct-push-planner-mobile-notifications.md - name: Access Microsoft Planner Roster href: access-planner-roster.md + - name: Disable the conversion of basic plans by users into premium plans + href: allow-data-flow-to-dataverse.md - name: Converting basic plans into premium plans href: plan-conversion.md - name: Downgrading a premium plan diff --git a/Planner/allow-data-flow-to-dataverse.md b/Planner/allow-data-flow-to-dataverse.md new file mode 100644 index 00000000..2f232e8a --- /dev/null +++ b/Planner/allow-data-flow-to-dataverse.md @@ -0,0 +1,54 @@ +--- +title: "Disable the conversion of basic plans by users into premium plans" +f1.keywords: +- NOCSH +ms.author: namerali +author: nadinmerali +manager: dellerderick +ms.date: 09/30/2024 +audience: Admin +ms.topic: article +ms.service: office-perpetual-itpro +ms.subservice: planner +description: "This article shares information on how admins can disable the flow of data to Dataverse on basic plans" +--- + +# Disable the conversion of basic plans by users into premium plans + +## Overview +In the Planner app, there are basic plans and premium plans (formerly projects in Project for the web which are backed by Dataverse ). Premium users can now add premium features (Timeline view, dependencies, subtasks etc.) to their plans by converting basic plans into premium plans that support those features. The entire team can continue to work on the plan while premium users can utilize the premium features. + +Please review the following for more relevant information: + - Differences between basic and premium plans see [Comparing Basic vs Premium Plans](https://support.microsoft.com/office/comparing-basic-vs-premium-plans-5e351170-4ed5-43dc-bf30-d6762f5a6968) + - [Converting basic plans into premium plans](plan-conversion.md) + - How premium plans work and are stored see [Project architecture overview](/project-for-the-web/project-architecture-overview#project-for-the-web) + + +## Prerequisites for making Planner changes in Windows PowerShell + +Follow the steps in [Prerequisites for making Planner changes in Windows PowerShell](prerequisites-for-powershell.md) to make Planner changes in Windows PowerShell. + +## Changing the ability for end users to convert basic plans into premium plans + +1. Open PowerShell and run the following command to disable the conversion of basic plans to premium plan by users (it's enabled by default): + + ```powershell + Set-PlannerConfiguration -AllowDataFlowToDataverse $false + ``` + + If you have changed your mind and would like to allow users to convert basic plans into premium plans, run the following command. + + ```powershell + Set-PlannerConfiguration -AllowDataFlowToDataverse $true + ``` + + > [!NOTE] + > You'll need to sign in using your Microsoft Entra credentials and use a local PowerShell window (not Azure Cloud Shell). + +2. To verify your settings, in PowerShell, run: + + ```powershell + Get-PlannerConfiguration + ``` + + The AllowDataFlowToDataverse value returned by this command indicates whether users can convert basic plans. diff --git a/Planner/prerequisites-for-powershell.md b/Planner/prerequisites-for-powershell.md index b2fe6f6a..38fb5bdf 100644 --- a/Planner/prerequisites-for-powershell.md +++ b/Planner/prerequisites-for-powershell.md @@ -22,6 +22,16 @@ This procedure walks you through downloading the files needed to run Planner adm If you're new to Windows PowerShell, see [Getting started with Windows PowerShell](/powershell/scripting/learn/ps101/01-getting-started). +## Pr Planner Tenant Admin PowerShell Dependencies + +1. Verify Installation: Check if the MSAL.PS module is installed by running the following command in PowerShell: + ```PowerShell + Get-Module -ListAvailable MSAL.PS + ``` +2. Install the Module: If the module is not installed, install it using: + ```PowerShell + Install-Module -Name MSAL.PS -Scope CurrentUser + ``` ## Download Planner Tenant Admin PowerShell Commands > [!NOTE]