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-ins 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 | ||
|---|---|---|---|---|
Jira admin | Install Microsoft 365 for Jira via the Atlassian Marketplace | |||
Jira admin | Activate features globally or for specific projects | |||
Microsoft admin | Customer portal app | |||
Microsoft admin | Approve Microsoft 365 access | |||
Step 1: App installation
jira admin
Install Microsoft 365 from the Atlassian Marketplace.
If you need further assistance, follow the instructions here.
Step 2: Activate features
jira admin
Activate features in the Jira admin settings (globally and/or project specific).
Step 3: Deployment Outlook add-in
microsoft admin
Deploy the Outlook add-in.
(centrally or per-user basis)
Learn more about our Outlook add-in and its necessity.
Why Outlook add-in?
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).
Step 3: Deployment Microsoft Teams app - Smart Connect
microsoft admin
Deploy the Microsoft Teams app - Smart Connect app.
(centrally or per-user basis)
Learn more about our MS Teams app and its necessity.
Why MS Teams app?
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).
Install the customer portal app
Microsoft admin
Install the customer portal in Microsoft Teams
Learn more about the customer portal and its potential.
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.
Microsoft admin
Approve Microsoft 365 access in order to use our features.
Learn more about Microsoft 365 permissions for our app.