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You’re not far from using all beneficial
Excerpt
Excerpt

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-in 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.

Overview

Admin Responsibilities

 

Responsibility

To Do

Step 1

Jira

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titlejira admin

Install

Installs Microsoft 365 for Jira via the Atlassian Marketplace

Step 2

Jira

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titlejira admin

Activate

Activates features globally or for specific projects
via the

global

admin settings in Jira

Step

3

Microsoft admin

Deployment

3a

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titlemicrosoft teams admin

Email feature:
Deploys Outlook add-in

Deployment

Step 3b

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titlemicrosoft teams admin

Teams feature (Jira):
Deploys Microsoft Teams app

Customer portal app

Teams feature (JSM only):
Installs Teams portal app

Step 4

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titlemicrosoft teams admin

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colourYellow
titleMicrosoft admin

Approve

Approves Microsoft 365 access

AnchorApp-InstallationApp-Installation

Set-up

Step 1:

App installation
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Install the app

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titlejira admin

Install Microsoft 365 from the Atlassian Marketplace.

If you need further assistance, follow the instructions here.

AnchorActivate-FeaturesActivate-Features

Step 2: Activate features

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titlejira admin

Activate features in the Jira admin settings (globally and/or project specific).

AnchorDeployment-OutlookandTeamsDeployment-OutlookandTeamsStep 3: Deployment Outlook add-in

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.

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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colourPurpleBlue
titlemicrosoft jira admin

Deploy the Outlook add-in.
(centrally or per-user basis)

Learn more about our Outlook add-in and its necessity.

Why Outlook add-in?

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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titlemicrosoft admin

When activating the Email feature,you’ll need to install

our

the free Outlook add-in

, as well.Why? Because it is the

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.

Info

Get the Outlook add-in🚀

Step

3

3b:

Deployment

Microsoft Teams app

- Smart Connect
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titlems teams team owner
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title

microsoft

ms teams admin

Deploy the Microsoft Teams app - Smart Connect app.
(centrally or per-user basis)

Learn more about our MS Teams app and its necessity.

Why MS Teams app?

Status
colourYellow
titlemicrosoft admin

When activating the Teams feature,

you’ll

you'll need to install

our

the free Microsoft Teams - Smart Connect appto connect Jira and Microsoft Teams.

Why? Because it is the Only by installing the free Microsoft Teams app that connects Jira with your Microsoft Teams and thus, enables you to use - Smart Connect app you can access Jira features in MS Teams (to e.g. to create Jira 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 conversations and/or chats or to share Jira issues with your team in Teams to discuss them).🧭Teams - Smart Connect app (as recommended), you can only start MS Teams chats from your Jira issue.

Info

Get the Microsoft Teams app🚀

Install the customer portal app

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Integrate JSM portal in MS Teams

AnchorApprove-MS365accessApprove-MS365accessStep 4: Approve MS 365 access

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titlejira admin
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title

Microsoft admin

Install the customer portal in Microsoft Teams

Learn more about the customer portal and its potential.

ms teams admin
Status
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titleuser

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!

Info

Install JSM portal in MS Teams🚀

Step 4: Approve Microsoft 365 access

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colourYellow
titlemicrosoft admin

Info

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 correctly properly and unleash to reach its full potential. Failure to do so may result in features not working as intended.

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colourPurple
titleMicrosoft admin

Microsoft Azure

Go to your MS Entra admin center:

  • Open your applications.

  • Search for our apps.

  • Go to “Permissions” and

  • “Grant admin consent” centrally.

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Permission screen

Approve Microsoft 365 access in order to use our features.

Learn more about Microsoft 365 permissions for our yasoon’s app.