Customer portal in Outlook
Embed your Jira Service Management customer portal in Outlook and let your customers quickly raise new requests without leaving their Outlook.
Please note đź“Ś
The customer portal in Outlook can only be accessed, if the customer portal app is set-up in Microsoft Teams in the first place. Follow steps to set it up correctly.
Prerequisites
Configuration of customer portal app in Microsoft Teams
Works with the classic and new Outlook version (desktop and web)
Set-up
Outlook
Go to the “more apps” section in your Outlook.
Click on “Add apps”.
Find customer portal
Use the search function to look for your customer portal and select it.
Pick customer portal
Choose the customer portal you want to access in Outlook.
Click on “Add”.
Access customer portal
The customer is now available in Outlook. Pin it to your sidebar, to have it constantly available.
You’re all set! Start creating tickets now 🙂 Just like you create tickets in MS Teams.
Create support tickets in Outlook
Raise a ticket
Go to your customer portal and select your request type.
Raise a ticket
Fill out the fields.
With the latest version of Microsoft 365 for Jira, Forms are fully supported in your customer portal app (in Teams and Outlook).
Raise a ticket
Create the ticket with a click.
Ticket created
After creating the ticket, a banner is telling you, that it has been successfully submitted.
My request tab
Just like in MS Teams, you get an overview of all (open, resolved) tickets right at a glance.
Click on an issue and even get more details about your ticket.