App set-up

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

Step 1: App installation

Open

jira admin

Install Microsoft 365 from the Atlassian Marketplace.

If you need further assistance, follow the instructions here.

Step 2: Activate features

Open

jira admin

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

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.