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Embed your Jira Service Management customer portal in your Outlook and let your customers quickly raise new requests without leaving Outlook.

Please note đź“Ś
The customer portal in Outlook can only be accessed, if the customer portal app is set-up in Microsoft Teams in the first place. Follow steps to set it up correctly.

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Prerequisite

Set-up

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Outlook

Go to the “more apps” section in your Outlook.

Click on “Add apps”.

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Search customer portal

Use the search function to look for your customer portal.

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Pick customer portal

Choose the customer portal you want to access in Outlook.

Click on “Add”.

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Customer portal in Outlook

After you added the customer portal, you can now pin it to your sidebar.

You’re all set to create tickets from Outlook (just as you create tickets from MS Teams via the portal).

Create support tickets in Outlook

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Choose a request type

Select your request type and fill out the fields in the next step.

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Raise a ticket

Fill out the fields as shown.

With the latest version of Microsoft 365 for Jira, Forms are fully supported in your customer portal app (in Teams and Outlook).

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Raise a ticket

Create the ticket with a click.

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Ticket created

After you click “create” a banner will appear in the customer portal, telling you that the ticket has successfully created.

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My request tab

Just like in MS Teams, you get an overview of all (open, resolved) tickets right at a glance.

Click on an issue and get even more details about your ticket.

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