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You’re not far You're just a few steps away from using all beneficial the great features of Microsoft 365 for Jira for you and your team. Activate Enable your favorite favourite features and get to know find out which Microsoft add-in suits you bestintegration works best for you. |
Our app application requires a both Jira and Microsoft administrator administrators to take action at some point in the setup process. Therefore, we strongly recommend involving We recommend that you involve both administrators from the start beginning to ensure a seamless implementation of Microsoft 365 for Jira in your company organisation or team.
Follow the steps outlined below.
OverviewAdmin Responsibilities
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Step 1 | Jira admin | Install Microsoft 365 for Jira via the Atlassian Marketplace | ||
Step 2 | Jira admin | Activate features globally or for specific projects | ||
Step 3 | Microsoft (Teams) admin | |
/wiki/spaces/TSD/pages/3782279191 | /wiki/spaces/TSD/pages/2719580163 | /wiki/spaces/TSD/pages/2722201621 |
Step 4 | Microsoft |
Approve Microsoft 365 access
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Set-up
Step 1:
App installation
Install the app
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Install Microsoft 365 from the Atlassian Marketplace.
If you need further assistance, follow the instructions here.
Step 2: Activate features
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Activate features in the Jira admin settings (globally and/or project specific).
Step 3: Outlook add-in
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(centrally or per-user basis)
Learn more about our Outlook add-in and its necessity.
Why Outlook add-in?
When activating the Email feature,you’ll need to install
the free Outlook add-in
to connect Jira and your Outlook inbox.
Only by installing the free Outlook add-in that connects Jira with your Outlook and thus, enables you to use Jira features in your Outlook inbox (e.g. to create Jira issues based on your emails).
Step 3: Deployment Microsoft Teams app - Smart Connect
will you be able to access Jira features from your Outlook inbox, including bringing emails into Jira and working with Jira issues in your inbox.
If you enable the email feature, but don't install the Outlook add-in (as recommended), you will still be able to access Outlook features in Jira, e.g. see related emails in your Jira issue.
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Step 3: Microsoft Teams app
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Why MS Teams app?
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Deploy the Microsoft Teams app - Smart Connect app.
(centrally or per-user basis)
Learn more about our MS Teams app and its necessity.
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When activating the Teams feature,
you'll need to install
the free Microsoft Teams - Smart Connect appto connect Jira and Microsoft Teams.
Why? Because it is the Only by installing the free Microsoft Teams app that connects Jira with your Microsoft Teams and thus, enables you to use - Smart Connect app you can access Jira features in Teams (e.g. to create Jira your MS Teams including sharing issues with your team or creating new issues based on Microsoft Teams conversations and/or chats or to share Jira issues with your team in Teams to discuss them).
Install the customer portal app
chats or channel conversations.
If you activate the Teams feature, but don’t install the Microsoft Teams - Smart Connect app (as recommended), you can still start MS Teams chats from your Jira issue.
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Integrate JSM portal in MS Teams
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Install the customer portal in Microsoft Teams
Learn more about the customer portal and its potential.
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After installing the Microsoft Teams - Smart Connect app (see above), we recommend to install your JSM portal in Teams. Allow customers to neatly create their tickets directly in Teams while they can follow up on their ticket status in a separate tab, too!
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Step 4: Approve Microsoft 365 access
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We recommend that you approve Microsoft 365 access rights (centrally) during the setup process. Otherwise, you may need to approve access the first time one of your users interacts with any of the features. |
Microsoft 365 for Jira requires specific access permissions to function correctly properly and unleash to reach its full potential. Failure to do so may result in features not working as intended.
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Microsoft Azure
Go to your MS Entra admin center:
Open your applications.
Search for our apps.
Go to “Permissions” and
“Grant admin consent” centrally.
Permission screen
Approve Microsoft 365 access in order to use our features.
Learn more about Microsoft 365 permissions for our app.yasoon’s app.
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.
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Help
Support and helpful links
Send us an email, if you have questions or need assistance.
Alternatively, raise a ticket with us or book a meeting.
We’re always happy to help!