Smart Connect app
To 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. Check out our deployment options otherwise, if you need assistance.
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
Teams portal app
(JSM only)
Step 4
Microsoft admin
Approve Microsoft 365 access
Install Smart Connect app (demo)
The demo below shows you how to install the app into your team, starting from the Jira admin settings.
infoInstall 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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| Info |
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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
(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.