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 installation process below is relevant for Jira Cloud
The Microsoft Teams app needs to be installed by your Microsoft Teams owner or Microsoft 365 admin
Follow instructions here for Jira Server / Data Center.
2. Install Microsoft Teams app
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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 the app
In Microsoft Teams > go via the “…” tab or directly via “Apps”When activating the Teams feature, you’ll need to install our Microsoft Teams - Smart Connect app.
This requires a Microsoft administrator to install and deploy the app among your company / team.
Follow the steps outlined below.
Overview
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Microsoft admin | Customer portal app | ||
Microsoft admin | Approve Microsoft 365 access | ||
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Activate features in the Jira admin settings.
(globally and/or project specific)
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Follow instructions here for Jira Server / Data Center. |
Jira admin settings
When opening our Teams settings in Jira, you can jump directly to the Teams settings screen to install the app.
Learn more about our MS Teams app and its necessity.
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Install the app from MS Teams. Go via “Apps” and search for “Smart Connect for Jira”.
Alternatively, use this direct link: Smart Connect for Jira.
Can’t find it: Get help here.
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Add the app to a team in your Microsoft Teams.
If this option is disabled, get help here.
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Choose where you want to install the app in. Select and continue.
That’s it! Log in and go ahead.
If this step shows an error message, please find help here.
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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
Install app individually for specific users
🚀 Either way, follow instructions here!
4. Customer portal in Microsoft Teams
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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. 🧭 Get the customer portal!
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 JiraPlease 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. |
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It is our Microsoft Teams - Smart Connect app that connects Jira with Microsoft Teams and thus, enables you and your team to use Jira features in Microsoft Teams (e.g. to create Jira issues based on Microsoft Teams conversations and/or chats or to share Jira issues with your team in Teams to discuss them).
Only when installing the Microsoft Teams app 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
View Jira board in Microsoft Teams
Create support tickets in Microsoft Teams (requires the customer portal; see above)
Without installing the Microsoft Teams app, you can:
Start Microsoft Teams chats from Jira
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In certain environments, installing the Teams app
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Without the app you can (only) start MS Teams chats in Jira. |
If you don’t like or haven’t installed the Microsoft Teams app (yet), you can only:
Start Microsoft Teams chats from Jiramight not be possible. Not even by the team owner.
However, there are ways to enable the app anyway!
🚀 Follow instructions for the deployment options here!
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Install the customer portal in your MS Teams sidebar.
Allow customers to raise tickets without switching to Jira.
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Approve Microsoft 365 access in order to use our features.
Learn more about Microsoft 365 permissions for our app.
Our application, Microsoft 365 for Jira, requires specific access permissions to function correctly and unleash its full potential.
Failure to do so may result in features not working as intended.