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

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 2a: Getting started

JIRA ADMIN
Microsoft 365 for Jira offers a range of features, not all of which may be relevant to every Jira project.

Our app gives you the flexibility to decide which features are available to your team, and whether they appear in all Jira projects or only in specific ones. Click “activate” to manage their visibility.

However, to get to know the features first, scroll down to learn more about the features via dedicated videos.

Step 2b: Activate & configure features

JIRA ADMIN
Right after the installation, our app’s features can be already activated for all or only specific projects in the getting started section. However, configuration settings might need to be changed or adapted due to project requirements.

In the activate features section, features can either be set as a default for all Jira projects or can be individually toggled on / off on a project specific basis.

Step 3: Connection settings

All apps deeply integrate with Microsoft 365, which is a cloud only solution. That’s why our Microsoft 365 for Jira app behaves differently than “classic” Data Center apps.

Learn more on the detailed instructions for seamlessly installing our app on your instance, along with the necessary requirements to ensure optimal performance.

Step 4a: Outlook add-in

MICROSOFT ADMIN

Only by installing the free Outlook add-in will you be able to access Jira features from your Outlook inbox to e.g. bring emails to Jira and work with Jira issues in your Outlook inbox.

If you enable the email feature, but don't install the Outlook add-in (as recommended), you can only access Outlook features in Jira and e.g. see related emails in your Jira issue.

Step 4b: Microsoft Teams app

MS TEAMS TEAM OWNER MS TEAMS ADMIN MICROSOFT ADMIN

Only by installing the free Microsoft Teams - Smart Connect app you can access Jira features in MS Teams to e.g. share Jira issues with your team or create 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 only 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 also install your JSM portal in Teams to allow customers to conveniently raise support tickets directly from Teams. They can follow up on their ticket status in a separate tab, too!

Step 5: Approve Microsoft 365 access

MICROSOFT ADMIN

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.