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When activating the Teams feature, you’ll

Smart Connect app

Follow instructions here to install the app for Jira Server / Data Center.

To get the most out of the Microsoft Teams integration, you 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

(free).

The installation process can be completed in just a few clicks by following the provided instructions from within the Jira admin settings.

Check out our deployment options otherwise, if you need assistance.

Info

/wiki/spaces/TSD/pages/3788046384🚀

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Admin responsibilities

The installation/deployment requires the Microsoft Teams team owner.

In some cases a Microsoft Teams admin and/or Microsoft admin needs to take action. See below table for a first overview of responsibilities.

 

Responsibility

To Do

Step 1

Jira admin

Activate Teams feature globally or for specific projects
via the global admin settings in Jira

Step 2

Microsoft admin/
Team owner

Install Microsoft Teams - Smart Connect app

Step 3

Microsoft admin/
Team owner

Deployment
Microsoft Teams app

Customer

Teams portal app
(JSM only)

Step 4

Microsoft admin

Approve Microsoft 365 access

Anchoractivate-teams-featureactivate-teams-featureStep 1: Activate Teams feature
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Activate features in the Jira admin settings (globally and/or project specific).

Anchorinstall-teams-appinstall-teams-appStep 2: Install Microsoft Teams app
Info

Follow instructions here for Jira Server / Data Center.

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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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titlemicrosoft admin

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

(question) Can’t find it: Get help here.

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titlemicrosoft admin

Add the app to a team in your Microsoft Teams.

(question) If this option is disabled, get help here.

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titlemicrosoft admin

Choose where you want to install the app in. Select and continue.

That’s it! Log in and go ahead.

(question) If this step shows an error message, please find help here.

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titleMicrosoft admin

Approve Microsoft 365 access in order to use our features.

Learn more about Microsoft 365 permissions for our app
Info

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.

Anchorwhy-teams-appwhy-teams-appWhy Microsoft Teams app?

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 by installing the Microsoft Teams app can you

Click through demo

Info

If you’re not a Jira admin but a team owner, please follow this link to directly start in MS Teams: Install Smart Connect in MS Teams.

If you are a Jira admin and a team owner at the same time, the demo shows you how to install the app into your team, starting from the Jira admin settings.

If you’re not a Jira admin, but a team owner, you can follow the demo, too, focusing on the steps starting from 5 on (MS Teams).

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Benefits

After installing the app in Microsoft Teams, you have connected your Jira instance with Microsoft Teams.

📋 You can now use the following features in MS Teams:

(warning) Without installing the Microsoft Teams applicationapp, you only have the ability to:

Anchordeploy-teams-appdeploy-teams-appStep 3: Deploy Microsoft Teams app

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titlemicrosoft admin

In certain environments, installing the Teams app might not be possible. Not even by the team owner.

However, there are ways to enable the app anyway!

Info

🚀 Follow instructions for the deployment options here!

Anchorcustomer-portal-appcustomer-portal-appStep 3: Customer portal app
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titlemicrosoft admin

Install the customer portal in your MS Teams sidebar.

Allow customers to raise tickets without switching to Jira.

Anchorapprove-M365-accessapprove-M365-accessStep 4: Approve MS 365 access

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.

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Info

Check out all features in MS Teams 🚀

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📌 Please consider the following:

  • If you install the Smart Connect for Jira app centrally (as a MS Teams admin), users will be notified that a bot has been set up.

  • You can’t post messages into your MS Teams channel?
    Please install our Smart Connect app (free) to enable channel conversations from your Jira issue (e.g. triage tickets with the team). Follow instructions here for the installation.

  • You don’t want to install the Smart Connect app (now)?
    No problem. Please note, that you only can start MS Teams chat from Jira in that state.

  • Due to MS Teams limitations, we currently can’t access private channels.

Automatic linking

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Automatic linking

Decide if you want to link your Jira issues in your Microsoft Teams channels as soon as the issue key is mentioned.

About

Automatic issue linking is the process that helps you share information between Microsoft Teams and Jira. If you share a Jira issue in Microsoft Teams, our Smart Connect bot will detect this and link the conversation to this issue automatically. To try this, you can share an issue to any channel where the bot is installed and simply mention the issue key. Afterwards, the bot will post a reply, saying the issue has been linked. From now on, all replies will automatically be visible in Jira.

Options

  • Never link: Even if the issue key is referenced in a Microsoft Teams channel conversation, the issue will not be linked to the Jira issue.

  • Ask for linking: Whenever an issue key is referenced in a Microsoft Teams channel conversation, our Smart Connect bot will initially ask whether the issue should be linked to the conversation.

  • Always link: Whenever an issue key is referenced in a Microsoft Teams channel conversation, our Smart Connect bot will automatically create a link to the corresponding issue within this conversation.

Card designer

Please note:
This setting can only be changed by the Jira admin and applies for all Jira projects (globally).

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Adaptive card designer

You can use the Card Designer to customize the way adaptive cards are posted by the Smart Connect bot in your Microsoft Teams chats.

About

Check out this short video tutorial on how to design the Jira card posted in your Microsoft Teams chats or channels.

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To learn more about Adaptive Cards check out the documentation by Microsoft: Adaptive Cards Overview - Adaptive Cards | Microsoft Docs.

To preview your custom card, click on the ‘Preview mode' button within the 'Card designer’. The default card template comes with issue actions such as comment and watch. If you removed these and want to re-add them, click on the 'Insert issue actions' button within the Designer.