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Step 1: Activate Teams feature
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As soon as Microsoft 365 for Jira has been installed, the Jira admin needs to activate the Teams feature to use Jira functionality in Microsoft Teams and vice versa.
🧭 Learn more about the activation of features
Step 2: Install Microsoft Teams app
The Teams feature only unfold its full potential, when the Microsoft Teams app is installed.
It is a prerequisite to use Jira features in Microsoft Teams.
🧭 Learn more about the Microsoft Teams app
Follow the steps to start the installation right away:
⬇ Install the Microsoft Teams app (either
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Install the Microsoft Teams app for Jira Server/Data Center
If you’re using Jira Server or Data Center there are some special steps to follow.
Step 3: Set-up the customer portal
Allow your internal customers to raise support tickets right from Microsoft Teams.
🧭 Configure the customer portal (either
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Why Microsoft Teams app
Installing the Microsoft Teams app is a prerequisite for Microsoft 365 for Jira when activating the Teams feature.
Microsoft Teams app required
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To access Jira features in Teams and start MS Teams channel conversations in Jira. |
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get the most out of the Microsoft Teams integration, you need to install our Microsoft Teams - Smart Connect app (free). Follow this link to start the installation right away: Install now.
The installation process can be completed in just a few clicks by following the provided instructions from within the Jira admin settings.
Install Smart Connect app
Who is in charge?
The table below provides an overview of admin responsibilities and actions to set-up the customer portal app for your team.
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| Usually installs & deploys the app in MS Teams directly. | ||||||
Exceptions | ||||||||
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| Permits the installation of (third party) apps in the Teams admin settings first. Alternatively, installs and deploys the app centrally. Follow guideline here. | ||||||
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| Permits the installation of (third party) apps in Azure first to enable the team owner to go ahead. Follow guideline here. | ||||||
Installation guide
If you’re not a Jira admin but a team owner, you can follow this link to directly start the installation in MS Teams: Install Smart Connect in MS Teams.
The demo below shows you how to install the app into your team, starting from the Jira admin settings.
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Follow instructions here to install the app for Jira Server / Data Center. |
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:
Post a Jira issue in a Microsoft Teams channel - from Jira
Discuss Jira issues in Microsoft Teams
Create new Jira issues in Microsoft Teams
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Microsoft Teams
Create support tickets in Microsoft Teams
Microsoft Teams app not required
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To only start MS Teams chats in Jira. |
The following feature can still be used without the Teams app:
Feature configuration options
If you like, you can configure the Teams feature to a certain extent.
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(in combination with the Teams portal app)
Without installing app, you only have the ability to:
Start Microsoft Teams chats from Jira
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Relevant facts
📌 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 and shared MS Teams channels.
Automatic linking
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).
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: https://docs.microsoft.com/en-us/adaptive-cards/ .
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.