Microsoft 365 for Jira comes with a lot of features, not all of which might be useful in every Jira project. Having too many active tools in each and every issue can be distracting.
With our app you have the option to use certain app features only in specific Jira projects (e.g. the email feature is only available in specific Jira projects while the Teams feature is available in all of them).
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The activation of features affects the visibility of these in your Jira (issues) and at the same time also affects the accessibility of Jira issues in Outlook and Microsoft Teams. |
1. Activate features
Feature activation
Search for “Microsoft 365 for Jira” in the sidebar and click on “Getting started”.
Activate a feature here and follow steps in the upcoming screens.
We guide you through 
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Unsure about a feature? Follow arrows below to check out our short demo videos! |
Feature overview
Not sure about a feature? Scroll down in your admin settings and learn more.
Take a look on our short video clips and activate a feature ight away.
Feature visibility
Activate a feature and make it available in all or just specific Jira projects”.
📌 Note: Features for Outlook meetings, calendar and To Do work right away.
Activation done!
It only takes 2 clicks to activate a feature. That was quick!
Want to manage your features? See below under “Manage features”.
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You can change the settings at any time. So feel free to try out the features in a test project before making them available for everyone. |
2. Manage features
Set defaults for all projects
By clicking on “enable”, the feature will be available in all of your Jira projects.
“Disable” a feature again (for all your projects), if you wish to.
Project specific settings
You won’t need every feature in every project?
Select your project, toggle a feature on / off and fit Microsoft 365 for Jira to your needs.
3. Configure features
Configure your feature settings in more detail. Choose the feature in your sidebar of your admin settings and follow steps to configure it to your needs.
Our general settings offer the possibility to define features in more detail e.g. their appearance in Jira. Also you can add shared mailboxes to allow users to send emails from Jira on behalf of this mailbox to customers.
Learn more on the details and options below.
Appearance
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In the settings tab “Appearance” it is possible for the Jira admin to define where exactly our feature should be accessible in the issue. There are three options from which two can be combined (issue view plus Quick create area).
In the settings, you have the option to switch between features and toggle their visibility on and off. This allows you to easily determine which placement you find most comfortable for yourself.
Check out the different options below.
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By default, our app will appear prominently in theissue view and quick create area. |
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The feature (here: MS Teams) will be available prominently at the top under “Apps” (see: MS Teams icon).
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If this option is toggled on, the feature is available as a separate panel in Jira. Chat and conversations can be started with a click.
This setting can be combined with the option “Issue content”.
Activity tab
If the activity tab is chosen, the feature will be accessible in the “Activity”-tab in your issue - right next to “Add Jira comment” .
Service users
Work with service users
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Connect shared mailboxes to Jira and allow users to send emails on behalf of it when using theEmail feature.
AI settings
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Global AI settings
Within the general settings of Microsoft 365 for Jira, you can enable AI features. By activating AI features, this will allow certain processes to use AI to assist or change outcomes.
Available AI features
You can now use AI to summarize chats in a Jira comment. You will be able to customize more AI-powered features in the future.
Without AI, when you create a chat backup, keywords from the discussion can be added as an internal comment.
With AI features enabled, AI replaces the keywords comment posted to a topic with an AI summary of the chat (chat backups only, in the language of the chat).
If you're communicating through the Teams portal app in a JSM project, the chat summary is structured as ‘problem’, ‘steps to find solution’, ‘solution’.
About the LLM
We use the following LLM: meta.llama3-1-8b-instruct-v1:0, hosted on AWS Bedrock, located in the US (us-west-2 (Oregon)). No data is shared with the LLM, persisted or distributed elsewhere.
Learn more about the functionality here: AI functionality.
Technical settings
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Bug reporting via Sentry: Sentry is a monitoring tool used to track errors and performance issues in apps. It captures technical details helping developers identify and resolve issues faster. Sentry also sends real-time alerts for critical errors, streamlining bug tracking and resolution.
You can disable this technical feature for your instance by clicking the toggle.
Jira Permissions: By default, this setting is disabled, which means that all users typically have access to the features of Microsoft 365 for Jira.
You can limit access by enabling the setting (toggle on). After activating this option, be sure to review your global Jira permissions for “Access Microsoft 365” in the next step. Adjusting user groups - either by adding or removing them - will determine whether users can view the app buttons or if those buttons will be hidden, thereby restricting access.