When activating the Teams feature, you’ll need to install our Connect your Microsoft Teams with Jira to work with and share Jira issues with your team. Get the most out of the Microsoft Teams integration in Microsoft 365 for Jira by installing the Microsoft Teams - Smart Connect app (free).
This requires a Microsoft administrator to install and deploy the app among your company / team.
Follow the steps outlined below.
Overview
Responsibility
To Do
Jira admin
Activate Teams feature globally or for specific projects
via the global admin settings in Jira
Microsoft admin
Microsoft admin
Customer portal app
(JSM only)
Microsoft admin
Approve Microsoft 365 access
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Activate features in the Jira admin settings.
(globally and/or project specific)
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Follow instructions here for Jira Server / Data Center. |
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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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
Can’t find it: Get help here.
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Add the app to a team in your Microsoft Teams.
If this option is disabled, get help here.
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Choose where you want to install the app in. Select and continue.
That’s it! Log in and go ahead.
If this step shows an error message, please find help here.
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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. |
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 when installing the Microsoft Teams app you canThe 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.
Step | Responsibility | Action | ||||||
|---|---|---|---|---|---|---|---|---|
1 |
| Usually installs & deploys the app in MS Teams directly. | ||||||
Exceptions | ||||||||
2 |
| Permits the installation of (third party) apps in the Teams admin settings first. Alternatively, installs and deploys the app centrally. Follow guideline here. | ||||||
3 |
| 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
View Jira board in Microsoft Teams
Create support tickets in Microsoft Teams
(requires in combination with the customer Teams portal ; see aboveapp)
Without installing the Microsoft Teams app, you canonly have the ability to:
Start Microsoft Teams chats from Jira
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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!
🚀 Follow instructions for the deployment options here!
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Install the customer portal in your MS Teams sidebar.
Allow customers to raise tickets without switching to Jira.
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Approve Microsoft 365 access in order to use our features.
Learn more about Microsoft 365 permissions for our app.
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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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.
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/adaptive cards
Please note:
The Adaptive Card designer (configuration tool) is currently being reworked. Heads up on any news on this setting in the upcoming weeks.
About
You can use the Card Designer to customize the way Adaptive Cards are posted by the Smart Connect bot in your Microsoft Teams chats.
Adaptive cards (or: issue view card) are those cards being posted to MS Teams when you start a MS Teams channel conversation from your Jira issue.
To learn more about Adaptive Cards check out the documentation by Microsoft: https://docs.microsoft.com/en-us/adaptive-cards/.