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You're just a few steps away from using all 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-ins suits you best. |
Learn how to set-up Microsoft 365 for Jira to your individual needs. Our app can be set-up very quickly in the first place. We recommend to start basic if you’re completely new to our product to learn more about it.
For sure you can also use the advanced set-up options if you like. You find all information right here.
1. Install app from Atlassian Marketplace
Marketplace installation
On the Atlassian Marketplace → Search for “Microsoft 365 for Jira” → Click on “Try for free”.
Alternatively, go via “Manage apps” in your Jira admin settings.
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integration works best for you. |
Our application requires both Jira and Microsoft administrators to take action at some point in the setup process. We recommend that you involve both administrators from the beginning to ensure a seamless implementation of Microsoft 365 for Jira in your organisation or team.
Admin Responsibilities
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Step 1 | Jira admin | Installs Microsoft 365 for Jira via the Atlassian Marketplace | ||
Step 2 | Jira admin | Activates features globally or for specific projects | ||
Step 3 | Microsoft (Teams) admin | Teams portal app | ||
Step 4 | Microsoft (Teams) admin | |||
Set-up
Step 1: 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
Feature activation
Look for “Microsoft 365 for Jira” in the sidebar and click on “Getting started”.
Activate a feature and follow steps in the upcoming screens.
We guide you through 
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Unsure about a feature? Follow arrows below to check out our short demo videos! |
Feature overview
Not sure about a feature? Scroll down in your admin settings and learn more.
Take a look on our short video clips and activate a feature ight away.
Feature visibility
Activate a feature and configure its presence per Jira project, if you like. If not, toggle “active in all projects” and go ahead.
📌 Note: Features for Outlook meetings, calendar and To Do work right away.
3. Set-up done!
Activation done!
It only takes 2 clicks to activate a feature. That was quick!
Want to manage your features? See below under “Manage features”.
👏 You just finished the basic set-up! Go ahead and start working with our features.
🔎 Need a more specific set-up of our features? Go to our “Advanced set-up” section.
4. Email and Teams feature specifics
Our Email and Teams feature require additional settings in order to use their full potential.
Email 📧
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Once installed, you can activate the app's features. 📍 Get an overview of all features here.
Click on “explore” to learn more about the feature and its configuration options.
Step 3: Explore and configure features
Microsoft 365 for Jira offers a range of features, not all of which may be relevant to every Jira project.
Our app gives you the flexibility to decide which features are available to your team, and whether they appear in all Jira projects or only in specific ones.
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Our in-product videos provide a first impression of the feature and its potential.
When configuring the feature in Jira, decide, if you want to use it in all or only specific projects.
Step 4: Outlook add-in
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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 will you be able to access Jira features from your Outlook inbox (to e.g. to create bring emails to Jira and work with Jira issues based on your emails).🧭in your Outlook inbox.
If you enable the email feature, but don't install the Outlook add-in (as recommended), you can only access Outlook features in Jira and e.g. see related emails in your Jira issue.
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Step 4: Microsoft Teams app
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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? It is the Teams app that connects Jira with your 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).
Advanced set-up
Manage features
Set defaults for all projects
By clicking on “enable”, the feature will be available in all of your Jira projects.
“Disable” a feature again (for all your projects), if you wish to.
Project specific settings
You won’t need every feature in every project?
Select your project, toggle it on / off and make Microsoft 365 for Jira to fit your personal needs
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.
Admin responsibilities
Our Microsoft 365 for Jira App offers huge functionality in Jira and your Microsoft 365 tools.
Thus, we want to give you an overview of those features your Jira and/or Microsoft 365 admin needs to configure/activate.
Jira admin
Installs Microsoft 365 for Jira app from Atlassian Marketplace
Activates features in the admin settings
Creates application link (if Email feature is activated)
Status colour Blue title Jira Cloud only Manages user access for Email and Microsoft Teams feature
Microsoft 365 admin
Email feature: Installs & deploys Outlook add-in
Microsoft Teams feature: Installs Microsoft Teams app and / or Customer Portal in Microsoft Teams
Microsoft Teams owner
Microsoft Teams feature: Installs Microsoft Teams app and / or Customer Portal in Microsoft Teams
Only by installing the free Microsoft Teams - Smart Connect app you can access Jira features in MS Teams to e.g. share Jira issues with your team or create new issues based on chats or channel conversations.
If you activate the Teams feature, but don’t install the Microsoft Teams - Smart Connect app (as recommended), you can only start MS Teams chats from your Jira issue.
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Integrate JSM portal in MS Teams
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After installing the Microsoft Teams - Smart Connect app (see above), we recommend to also install your JSM portal in Teams to allow customers to conveniently raise support tickets directly from Teams. They can follow up on their ticket status in a separate tab, too!
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Step 5: 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 properly and to reach its full potential. Failure to do so may result in features not working as intended.
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 yasoon’s app.