Set-up instructions
Learn how to set-up Microsoft 365 for Jira to your individual needs. Activate your favorite features and get to know which Microsoft add-ins suits you best.
Step 1: Install Microsoft 365 for Jira
JIRA ADMIN
Install the Microsoft 365 for Jira app from the Atlassian Marketplace.
Or go via “Manage apps” in your Jira admin settings and search for “Microsoft 365 for Jira” (the screen looks the same as below).
If you need further assistance, follow the instructions here.
Step 2: Activate features
JIRA ADMIN
Activate features of Microsoft 365 for Jira in your Jira admin settings.
Email feature
The email feature requires additional admin configuration in Outlook! Follow the guideline.
Application link (Jira Cloud only!)
JIRA ADMIN
The application link is automatically created for Jira Server/Data Center, but for Jira Cloud it needs to be created manually.
💡 Learn how to create the application link.
Install Outlook add-in
The Outlook add-in is a prerequisite to use Jira functionality in your Outlook inbox. Learn more.
💡 Learn how and who needs to install the Outlook add-in
(either MS 365 ADMIN or USER)
Teams feature
The Teams feature requires additional admin configuration in Teams! Follow the guideline.
Microsoft Teams app
The Microsoft Teams app is a prerequisite to use Jira functionality in Microsoft Teams. Learn more.
💡 Learn how and who needs to install the Microsoft Teams app
(either MS 365 ADMIN or MICROSOFT TEAMS OWNER )
Customer portal in MS Teams
MICROSOFT TEAMS OWNER
Add the customer portal to Microsoft Teams and allow your customers to create support tickets directly in Teams. Learn more about the feature.
💡 Learn how to configure the customer portal
Meetings feature
The meetings feature does not require additional admin configuration. It’s ready to use!
Calendar feature
The calendar feature does not require additional admin configuration. It’s ready to use!
To Do feature
The To Do feature does not require additional admin configuration. It’s ready to use!
Step 3 (if required): User Management Outlook & Teams
JIRA ADMIN
Decide if all or only specific users in your company should be able to use the Email and/or Teams feature.
Learn more about the user management options here
Step 4: Advanced configuration
All our features offer optional configuration options to tailor their functionality to your needs or if you have specific requirements. Check them out:
🧭 Learn more about advanced configurations