App set-up

You’re not far from using all beneficial features of Microsoft 365 for Jira for you and your team. Activate your favorite features and get to know which Microsoft add-in suits you best.

Our app requires a Jira and Microsoft administrator to take action at some point in the setup process. Therefore, we strongly recommend involving both administrators from the start to ensure a seamless implementation of Microsoft 365 for Jira in your company or team.

Follow the steps outlined below.

Overview

	Responsibility	To Do
Step 1	Jira admin	Install Microsoft 365 for Jira via the Atlassian Marketplace
Step 2	Jira admin	Activate features globally or for specific projects via the global admin settings in Jira
Step 3	Microsoft admin	Deployment Outlook add-in	Deployment Microsoft Teams app	Customer portal app (JSM only)
Step 4	Microsoft admin	Approve Microsoft 365 access

Step 1: App installation

Step 2: Activate features

Step 3: Deployment Outlook add-in

Why Outlook add-in?

When activating the Email feature, you’ll need to install our Outlook add-in, as well.

Why? Because it is the Outlook add-in that connects Jira with your Outlook and thus, enables you to use Jira features in your Outlook inbox (e.g. to create Jira issues based on your emails).

🧭 Get the Outlook add-in

Step 3: Deployment Microsoft Teams app - Smart Connect

Why MS Teams app?

When activating the Teams feature, you’ll need to install our Microsoft Teams - Smart Connect app.

Why? Because it is the Microsoft Teams app that connects Jira with your Microsoft Teams and thus, enables you to use Jira features in 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).

🧭 Get the Microsoft Teams app

Install the customer portal app

Step 4: Approve MS 365 access

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.