Embed your Jira Service Management customer portal in your Outlook and let your customers quickly raise new requests without leaving Outlook.
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Please note 📌 |
Prerequisite
Configuration of customer portal app in Microsoft Teams
Works with the classic and new Outlook version (desktop and web)
Useful links:
Set-up
Outlook
Go to the “more apps” section in your Outlook.
Click on “Add apps”.
Search customer portal
Use the search function to look for your customer portal.
Pick customer portal
Choose the customer portal you want to access in Outlook.
Click on “Add”.
Customer portal in Outlook
After you added the customer portal, you can now pin it to your sidebar.
You’re all set to create tickets from Outlook (just as you create tickets from MS Teams via the portal).
Create support tickets in Outlook
Choose a request type
Select your request type and fill out the fields in the next step.
Raise a ticket
Fill out the fields as shown.
With the latest version of Microsoft 365 for Jira, Forms are fully supported in your customer portal app (in Teams and Outlook).
Raise a ticket
Create the ticket with a click.
Ticket created
After you click “create” a banner will appear in the customer portal, telling you that the ticket has successfully created.
My request tab
Just like in MS Teams, you get an overview of all (open, resolved) tickets right at a glance.
Click on an issue and get even more details about your ticket.