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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 📌
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

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Outlook

Go to the “more apps” section in your Outlook.

Click on “Add apps”.

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Find customer portal

Use the search function to look for your customer portal and select it.

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Pick customer portal

Choose the customer portal you want to access in Outlook.

Click on “Add”.

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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

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Raise a ticket

Go to your customer portal and select your request type.

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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).

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Raise a ticket

Create the ticket with a click.

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Ticket created

After creating the ticket, a banner is telling you, that it has been successfully submitted.

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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.

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