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 to ensure a seamless setup process.
Overview
Step | Responsible person | To Do | ||
|---|---|---|---|---|
1 | Jira admin | Install Microsoft 365 for Jira via the Atlassian Marketplace | ||
2 | Jira admin | Activate features globally or for specific projects | ||
3 | Microsoft admin | Customer portal app | ||
4 | Microsoft admin | |||
Step 1: App installation
Responsibility:
JIRA ADMIN
Task:
Install Microsoft 365 from the Atlassian Marketplace.
📌 If you need further assistance, follow the instructions here.
Step 2: Activate features
Responsibility:
JIRA ADMIN
Task:
Activate features in the Jira admin settings (globally or project specific).
Step 3: Deployment Outlook add-in
When activating the Email feature, you’ll need to install our Outlook add-in, as well.
The Outlook add-in is essential to enable Jira features within your Outlook inbox (e.g., creating issues based on emails). It can be centrally deployed for all users or on a per-user basis.
For Jira Cloud an application link needs to be created first.
Responsibility:
MICROSOFT ADMIN
Task:
Deployment of Outlook add-in (centrally or per-user basis).
📌 Learn more about our Outlook add-in and its necessity.
Step 3: Deployment Microsoft Teams app - Smart Connect
When activating the Teams feature, you’ll need to install our Microsoft Teams - Smart Connect app.
The Microsoft Teams app is essential to enable Jira features within Microsoft Teams (e.g., creating issues based on chats / channel conversations, create support tickets from Teams, share issues). It can be centrally deployed for all users or on a per-user basis.
Responsibility:
MICROSOFT ADMIN
Task:
Deployment of Microsoft Teams app - Smart Connect (centrally or per-user basis).
📌 Learn more about our Microsoft Teams app and its necessity.
Step 3: Install the customer portal
To finally being able to access your customer portal in MS Teams to raise support tickets (as mentioned above), the customer portal needs to be added.
Responsibility:
MICROSOFT ADMIN
📌 Learn more about the customer portal in MS Teams.
Step 4: Approve MS 365 access
Our application, 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. If these permissions have not been granted yet, a Microsoft administrator must provide them.
Responsibility:
MICROSOFT ADMIN
Task:
Approve Microsoft 365 access
📌 Learn more about Microsoft 365 permissions in general.
Install app from Atlassian Marketplace
Marketplace installation
On the Atlassian Marketplace → Search for “Microsoft 365 for Jira” → Click on “Try for free”.
Alternatively, go via “Manage apps” in your Jira admin settings.
If you need further assistance, follow the instructions here.
2. Activate features
Feature activation
Look for “Microsoft 365 for Jira” in the sidebar and click on “Getting started”.
Activate a feature and follow steps in the upcoming screens.
We guide you through 
.
Unsure about a feature? Follow arrows below to check out our short demo videos!
Feature overview
Not sure about a feature? Scroll down in your admin settings and learn more.
Take a look on our short video clips and activate a feature ight away.
Feature visibility
Activate a feature and configure its presence per Jira project, if you like. If not, toggle “active in all projects” and go ahead.
📌 Note: Features for Outlook meetings, calendar and To Do work right away.
3. Set-up done!
Activation done!
It only takes 2 clicks to activate a feature. That was quick!
Want to manage your features? See below under “Manage features”.
👏 You just finished the basic set-up! Go ahead and start working with our features.
🔎 Need a more specific set-up of our features? Go to our “Advanced set-up” section.
4. Email and Teams feature specifics
Our Email and Teams feature require additional settings in order to use their full potential.
Email 📧
When activating the Email feature, you’ll need to install our Outlook add-in, as well.
Why? 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).
Teams 👥
When activating the Teams feature, you’ll need to install our Microsoft Teams - Smart Connect app.
Why? It is the Teams app that connects Jira with your Microsoft Teams and thus, enables you and your team to use Jira features in Microsoft 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).
Advanced set-up
Manage features
Set defaults for all projects
By clicking on “enable”, the feature will be available in all of your Jira projects.
“Disable” a feature again (for all your projects), if you wish to.
Project specific settings
You won’t need every feature in every project?
Select your project, toggle it on / off and make Microsoft 365 for Jira to fit your personal needs
Configure features
Configure your feature settings in more detail. Choose the feature in your sidebar of your admin settings and follow steps to configure it to your needs.
Admin responsibilities
Our Microsoft 365 for Jira App offers huge functionality in Jira and your Microsoft 365 tools.
Thus, we want to give you an overview of those features your Jira and/or Microsoft 365 admin needs to configure/activate.
Jira admin
Installs Microsoft 365 for Jira app from Atlassian Marketplace
Activates features in the admin settings
Creates application link (if Email feature is activated) JIRA CLOUD ONLY
Manages user access for Email and Microsoft Teams feature
Microsoft 365 admin
Email feature: Installs & deploys Outlook add-in
Microsoft Teams feature: Installs Microsoft Teams app and / or Customer Portal in Microsoft Teams
Microsoft Teams owner
Microsoft Teams feature: Installs Microsoft Teams app and / or Customer Portal in Microsoft Teams
Please let us know if you need further assistance when setting up the app for the first time 🤝 !