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12. December 2024 Samuel Titka

Connecting Jira Cloud with Microsoft 365: Overview of Integration

Among popular cloud solutions is Jira Cloud by Atlassian, which our clients often combine with tools from the Microsoft 365 suite.

 

The transition to cloud services is one of the most significant trends today.

Small, medium, and large companies increasingly rely on cloud solutions, offering greater flexibility and efficiency.

Jira Cloud by Atlassian is one of our clients’ favourite cloud solutions. It is frequently combined with Microsoft 365 tools. Integrating these two platforms can simplify your teams’ daily tasks and streamline processes.

In this blog, we will present:

  1. Native integration options for Jira Cloud with MS Teams, Excel, and Outlook.
  2. Additional options for SharePoint and MS 365 Calendar.
  3. Paid third-party solutions for advanced integrations.

MS Teams: Direct Communication and Jira Task Management

Jira Cloud and MS Teams can be integrated via the free extension “Jira Cloud by Atlassian“. After installation, the following features are available:

  • Creating new Jira issues directly from Teams chat.
  • Adding comments to existing Jira tasks.
  • Viewing Jira issues in a side panel during Teams meetings.
  • Managing tasks (assignment, commenting, status changes) directly in Teams.
  • Receiving Jira notifications directly in Teams chat.

This integration allows you to stay within the Teams app, with all necessary Jira operations accessible in just a few clicks.

Usage examples:

  • Create a Jira issue directly from an important chat message.
  • Monitor task progress from the side panel during meetings.

↑ An example of Jira notifications is displayed directly in the Teams chat. ↑


↑ An example of creating a Jira issue from a Teams message is ↑

MS Excel: Efficient Jira Data Analysis

For those needing to analyze data from Jira, Atlassian offers the native extension Jira Cloud for Excel.

Extensions:

This integration provides:

  • Importing Jira issue data into Excel (with one-click updates).
  • Utilizing JQL filters for data customization.
  • Visualizing Jira data using Excel charts.

Usage:
Connecting Jira with Excel eliminates the need for repeated manual data exports, saving time and minimizing errors. Set a filter and link Excel to the project.

↑ An example of easily importing Jira issue data into Excel from an existing Jira filter is ↑

↑ An example of generating a chart from Jira issue data filtered directly in Excel. ↑

MS Outlook: Jira issues direct from email

With the extension Jira Cloud for Outlook (Official), you can:

  • View information about Jira issues mentioned in emails.
  • Create new Jira issues directly from email messages.
  • Manage tasks (commenting, status changes) directly in Outlook.

Example: A client requests a project adjustment. Upon receiving the email, you can instantly convert the request into a Jira issue without switching between applications.

↑ An example of viewing basic information about Jira issues is mentioned in an email. Clicking on a specific Jira issue reveals its details. ↑

↑ An example of creating a new Jira issue directly from the Outlook inbox, using information from the email message. ↑

Conversational Ticketing in MS Teams

“Conversational Ticketing” refers to a support approach in which communication between the resolver and the requester occurs directly in a chat platform—in this case, Teams chat. This approach is popular for its speed, simplicity, and user-friendliness.

The Atlassian Assist chatbot brings Jira Service Management projects directly into the support chat. Users can conveniently request help in the chat, where Jira agents can:

  • Create new requests,
  • Close existing tickets,
  • Respond to questions – all without leaving Teams.

Key features:

  • Create and manage Jira requests directly from Teams chat.
  • Two-way integration between Jira Service Management and MS Teams.
  • Transparent communication between resolvers and requesters.

This option is ideal for companies where customer support or internal communication occurs directly in Teams.

↑ An example of creating a new Jira Service Management request directly from a support chat channel in Teams. ↑


↑ An example of ongoing communication about a reported request directly in Teams chat between the requester and the resolver. ↑

Additional Options: SharePoint, MS 365 Calendar, and More

Beyond the integrations offered by Atlassian, third-party apps provide new options for connecting Jira Cloud with Microsoft 365 products.

Below are examples of such apps. However, the Atlassian Marketplace offers many more solutions with diverse functionalities. Choose the app that best suits your needs.

 

Connecting Jira Cloud with SharePoint

Jira Cloud and MS SharePoint can be easily integrated using solutions from Communardo Products GmbH. This integration involves installing two key extensions:

Main functions in SharePoint web part:

  • Search and filter Jira issues using JQL or text search.
  • Display Jira issues as tables or cards.
  • Easy navigation to Jira issues directly from search results.

↑ An example is searching and displaying Jira issues as cards directly in SharePoint. ↑


↑ Besides card views, Jira issues can also be displayed as tables. ↑

 

Functions in Jira Cloud:

  • You can edit linked files (Word, PowerPoint, Excel) directly from a Jira Issue without downloading, editing, or re-uploading them.
  • View linked documents and files from MS SharePoint directly in Jira Cloud.
  • User-friendly linking of documents to Jira Issues for maximum efficiency and ease of use.

↑ An example is searching and linking Jira issues with specific documents from SharePoint. ↑


↑ An example of a Jira issue panel displaying linked documents from SharePoint. Two views are available – a simple list or card previews. ↑

 

Benefits of connecting SharePoint with Jira Cloud:

  • Eliminates switching between applications – everything needed is accessible from one platform.
  • Real-time data updates – immediate synchronization between SharePoint and Jira Cloud.
  • Transparency – easier access to information for all team members.
  • Security and permission respect – integration maintains existing security rules and access controls.
  • Prevention of file duplication – efficient document management without the proliferation of copies.

Integration with MS 365 Calendar via Timesheets by Tempo

Companies using the paid Timesheets by Tempo app in Jira Cloud can integrate it with Microsoft 365 Calendar to track and report time more efficiently.

Timesheets by Tempo is an extension for Jira that provides users with advanced time-tracking capabilities. Unlike standard Jira time-tracking tools, this application offers enhanced features, such as a work calendar that clearly displays various activities.

The integration lets users view MS 365 events in their Tempo My Work Calendar view. If a Jira issue key is mentioned in an event, the system automatically assigns the logged time to the correct Jira issue. The time is pre-filled based on the event’s start and end times, significantly simplifying the logging process.

Functionality summary:

  • View MS 365 calendar events (scheduled meetings) in the Tempo My Work Calendar view.
  • Easily log time directly on the event with one click.
  • Activities are displayed as cards in the so-called Activity Feed.

↑ An example of displaying a user’s MS 365 calendar events in the Tempo My Work Calendar view. ↑


↑ An example is logging time for a stand-up meeting with one click on the Tempo My Work Calendar activity. ↑

Comprehensive Microsoft 365 Integration via Yasoon

One of the leading vendors specializing in Jira Cloud and Microsoft 365 product integration is Yasoon—Microsoft 365 for Jira. This vendor offers a wide range of paid ppsservices that extend native integration capabilities with applications such as TeamsOutlook365 Calendar, or MS To Do.

Best-selling add-on by Yasoon: Microsoft 365 for Jira

This add-on provides advanced features enabling efficient collaboration between Jira and Microsoft 365.

Examples of features:

  • Displaying related Teams chats and Outlook email messages directly in Jira issues.
  • Create Teams chats and channels or schedule meetings directly based on Jira issues.
  • Viewing and working with Jira issues in Teams and Outlook through dedicated extensions.
  • Integration with Microsoft To Do, enabling the addition of activities to task lists directly from Jira issues.
  • Managing access and detailed notification settings for users.
  • Real-time Teams chat integrated into Jira issues in a special panel.
  • Outlook interface directly in Jira issues, enabling seamless communication.
  • Displaying Outlook calendars directly in Jira projects to simplify planning.

Yasoon Solutions offers highly effective tools for integrating Jira Cloud with Microsoft 365, surpassing standard integration options and enhancing team productivity.

↑ An example of products offered by Yasoon for Jira Cloud and MS 365 integration. ↑

Conclusion: Why Connect Jira Cloud with Microsoft 365?

Integrating Jira Cloud with Microsoft 365 offers:

  • Increased team efficiency.
  • Time savings through automated processes.
  • Better project and communication clarity.

If you want to get the most out of your tools, try some of the integrations mentioned. Feel free to contact us for more information or help with implementation.

 

Samuel Titka
Atlassian Consultant

If you need assistance from experts with implementing or configuring Atlassian products or need advice on how to use them most effectively in your company, please do not hesitate to contact us.

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