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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 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 to ensure a seamless setup process.
Overview
Step
Responsible person
Admin Responsibilities
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Step 1 | |||
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Installs Microsoft 365 for Jira via the Atlassian Marketplace | |
Step 2 | |
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Activates features globally or for specific projects |
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Microsoft admin
Step 3a |
| Email feature: | |||||||
Step 3b |
| Teams feature (Jira): | ||||||
Teams feature (JSM only): | |||||||||||||
Step 4 |
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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
Responsibility:
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Task:
Activate features in the Jira admin settings (globally or project specific).
Step 3: Deployment Outlook add-in
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 3a: 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 is essential to enable will you be able to access Jira features within from your Outlook inbox (to e.g. , creating issues based on emails). It can be centrally deployed for all users or on a per-user basis.
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For Jira Cloud an application link needs to be created first. |
bring emails to Jira and work with Jira issues 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 3b: Microsoft Teams app
Step 3: Deployment Microsoft Teams app - Smart Connect| Status | |||
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Task:
Deployment of Outlook add-in (centrally or per-user basis).
📌 Learn more about our Outlook add-in 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.
The Only by installing the free Microsoft Teams app is essential to enable Jira features within Microsoft Teams (- Smart Connect app you can access Jira features in MS Teams to e.g. , creating share Jira issues with your team or create new issues based on chats / or channel conversations, create support tickets from Teams, share issues). It can be centrally deployed for all users or on a per-user basis.
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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
📌 Learn more about our Microsoft Teams app and its necessity.
Step 3: Install the customer portal
To finally being able to access your customer portal in MS Teams to raise support tickets (as mentioned above), the customer portal needs to be added.
Responsibility:
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📌 Learn more about the customer portal in MS Teams.
Step 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. If these permissions have not been granted yet, a Microsoft administrator must provide them.
Responsibility:
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Task:
Approve Microsoft 365 access
📌 Learn more about Microsoft 365 permissions in general.
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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If you need further assistance, follow the instructions here. |
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 📧
When activating the Email feature,you’ll need to install our Outlook add-in, as well.Why? It is the 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).
Teams 👥
When activating the Teams feature, you’ll need to install our Microsoft Teams - Smart Connect app.
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
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 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 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.