Getting started
You're just a few steps away from using all the great features of Microsoft 365 for Jira for you and your team. Enable your favourite features and find out which Microsoft integration works best for you.
Our application requires both Jira and Microsoft administrators to take action at some point in the setup process. We recommend that you involve both administrators from the beginning to ensure a seamless implementation of Microsoft 365 for Jira in your organisation or team.
Admin Responsibilities
| Responsibility | To Do | ||
|---|---|---|---|---|
Step 1 | Jira admin | Install Microsoft 365 for Jira via the Atlassian Marketplace | ||
Step 2 | Jira admin | Activate features globally or for specific projects | ||
Step 3 | Microsoft (Teams) admin | Teams portal app | ||
Step 4 | Microsoft (Teams) admin | |||
Set-up
Step 1: Install the app
JIRA ADMIN
Install Microsoft 365 from the Atlassian Marketplace.
If you need further assistance, follow the instructions here.
Step 2: Activate features
JIRA ADMIN
Once installed, you can activate the app's features. đź“‹ Get an overview here!
Under General settings, you can make further adjustments and enable or disable features for all or specific projects.
Step 3: Outlook add-in
MICROSOFT ADMIN
When activating the Email feature, you’ll need to install the free Outlook add-in to connect Jira and your Outlook inbox.
Only by installing the free Outlook add-in will you be able to access Jira features from your Outlook inbox, including bringing emails into Jira and working with Jira issues in your inbox.
If you enable the email feature, but don't install the Outlook add-in (as recommended), you will still be able to access Outlook features in Jira, e.g. see related emails in your Jira issue.
Step 3: Microsoft Teams app
MS TEAMS TEAM OWNER MS TEAMS ADMIN MICROSOFT ADMIN
When activating the Teams feature, you'll need to install the free Microsoft Teams - Smart Connect app to connect Jira and Microsoft Teams.
Only by installing the free Microsoft Teams - Smart Connect app you can access Jira features in your MS Teams including sharing issues with your team or creating new issues based on chats or channel conversations.
If you activate the Teams feature, but don’t install the Microsoft Teams - Smart Connect app (as recommended), you can still start MS Teams chats from your Jira issue.
Integrate JSM portal in MS Teams
JIRA ADMIN MS TEAMS ADMIN USER
After installing the Microsoft Teams - Smart Connect app (see above), we recommend to install your JSM portal in Teams. Allow customers to neatly create their tickets directly in Teams while they can follow up on their ticket status in a separate tab, too!
Step 4: Approve Microsoft 365 access
MICROSOFT ADMIN
We recommend that you approve Microsoft 365 access rights (centrally) during the setup process. Otherwise, you may need to approve access the first time one of your users interacts with any of the features.
Microsoft 365 for Jira requires specific access permissions to function properly and to reach its full potential. Failure to do so may result in features not working as intended.
Microsoft Azure
Go to your MS Entra admin center:
Open your applications.
Search for our apps.
Go to “Permissions” and
“Grant admin consent” centrally.
Permission screen
Approve Microsoft 365 access in order to use our features.
Learn more about Microsoft 365 permissions for yasoon’s app.
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.
Help
Support and helpful links
Send us an email, if you have questions or need assistance.
Alternatively, raise a ticket with us or book a meeting.
We’re always happy to help!