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To set-up the Teams feature of Microsoft 365 for Jira you have to take following steps.
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Great, that you decided for the Teams feature!
In order to use its full potential, please follow the steps below to finalize its set-up.
1. Prerequisites
The Microsoft Teams app needs to be installed by your Microsoft Teams owner or Microsoft 365 admin.
The installation only refers to Jira Cloud.
Follow instructions here for Jira Server / Data Center.
2. Install Microsoft Teams app
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As soon as Microsoft 365 for Jira has been installed, the Jira admin needs to activate the Teams feature to use Jira functionality in Microsoft Teams and vice versa.
🧭 Learn more about the activation of features
Step 2: Install Microsoft Teams app
The Teams feature only unfold its full potential, when the Microsoft Teams app is installed.
It is a prerequisite to use Jira features in Microsoft Teams.
🧭 Learn more about the Microsoft Teams app
Follow the steps to start the installation right away:
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The installation of our Microsoft Teams for Jira - Smart Connect app is a prerequisite to use the whole potential of our Teams feature
Only when installing the app, you can use Jira features in Microsoft Teams
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Please note: Since our app requires certain permissions, it can only be installed by a team owner in Microsoft Teams. When installing the Smart Connect for Jira app centrally, users will get notified since a bot has been set up. |
Step by step
Search for Smart Connect app
In Microsoft Teams > go via the “…” tab or directly via “Apps”.
Alternatively, use this direct link:
Smart Connect for Jira.
Can’t find it: Get help here.
Add to a team
Add the app to a team in your Microsoft Teams.
If this option is disabled, get help here.
Choose a team / channel
Choose where you want to install the app in. Select and continue.
If this step shows an error message, please find help here.
🚀 That’s it!
Now you can use the app in your team, after you have logged in with your own account.
3. Deploy Microsoft Teams app
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In certain environments, installing the Teams app might not be possible, not even by the team owner.
There are two ways to enable the app anyway, though an approval of a Microsoft Teams administrator will be required:
Allow team owners to install app by themselves
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user Install
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If you’re using Jira Server or Data Center there are some special steps to follow.
Step 3: Set-up the customer portal
Allow your internal customers to raise support tickets right from Microsoft Teams.
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individually for specific users
🚀 Either way, follow instructions here!
4. Customer portal in Microsoft Teams
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Why Microsoft Teams app
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Prerequisites
The Microsoft Teams owner or Microsoft 365 admin needs to install the Customer Portal into Teams
Install the Customer Portal
Get your customer portal in the Microsoft Teams sidebar to allow your internal customers to raise support tickets right from Microsoft Teams.
Why Microsoft Teams app
Microsoft Teams app required
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With the app you can access Jira features in Teams and start MS Teams channel conversations in Jira. |
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Only when installing the Microsoft Teams app
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you can:
Post a Jira issue in a Microsoft Teams channel - from Jira
Discuss Jira issues in Microsoft Teams
Create new Jira issues in Microsoft Teams
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Microsoft Teams
Create support tickets in Microsoft Teams (requires the customer portal; see above)
Microsoft Teams app not required
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Without the app you can (only) start MS Teams chats in Jira. |
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If you don’t like or haven’t installed the Microsoft Teams app (yet), you can only:
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Feature configuration options
If you like, you can configure the Teams feature to a certain extent.
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chats from Jira