Great, that you decided for the Teams feature! In order to use its full potential, please follow the steps below to finalize its set-up.
1. Prerequisites
The installation process below is relevant for Jira Cloud
The Microsoft Teams app needs to be installed by your Microsoft Teams owner or Microsoft 365 admin
Follow instructions here for Jira Server / Data Center.
2. Install Microsoft Teams app
MICROSOFT TEAMS OWNER MICROSOFT 365 ADMIN
The installation of our Microsoft Teams for Jira - Smart Connect app is a prerequisite to use the whole potential of our Teams feature
Only when installing the app, you can use Jira features in Microsoft Teams
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.
Step by step
Search for the app
In Microsoft Teams > go via the “…” tab or directly via “Apps”.
Alternatively, use this direct link: Smart Connect for Jira.
Can’t find it: Get help here.
Add to a team
Add the app to a team in your Microsoft Teams.
If this option is disabled, get help here.
Choose a team / channel
Choose where you want to install the app in. Select and continue.
If this step shows an error message, please find help here.
That’s it! Now you can use the app in your team, after you have logged in with your own account.
3. Deploy Microsoft Teams app
MICROSOFT TEAMS ADMIN MICROSOFT 365 ADMIN
In certain environments, installing the Teams app might not be possible, not even by the team owner.
There are two ways to enable the app anyway, though an approval of a Microsoft Teams administrator will be required:
Allow team owners to install app by themselves
Install app individually for specific users
🚀 Either way, follow instructions here!
4. Customer portal in Microsoft Teams
MICROSOFT TEAMS ADMIN MICROSOFT 365 ADMIN
Prerequisites
The Microsoft Teams owner or Microsoft 365 admin needs to install the Customer Portal into Teams.
Install the Customer Portal
Get your customer portal in the Microsoft Teams sidebar to allow your internal customers to raise support tickets right from Microsoft Teams. 🧭 Get the customer portal!
Why Microsoft Teams app
Microsoft Teams app required
With the app you can access Jira features in Teams and start MS Teams channel conversations in Jira.
Only when installing the Microsoft Teams app you can:
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 the customer portal; see above)
Microsoft Teams app not required
Without the app you can (only) start MS Teams chats in Jira.
If you don’t like or haven’t installed the Microsoft Teams app (yet), you can only:
Start Microsoft Teams chats from Jira