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Prerequisites to setup Jira & MS team integration.

Now that Jira Cloud has advanced integration with Microsoft Teams is available, covered in more detail in the following linked articles and videos, I am writing this as a companion piece to discuss in more detail and point you to the Microsoft documentation for the prerequisites for setting up the integration from the office 365 side.

For more details on the integration Jira side after it is set up I recommend checking out these links for a deeper dive into how the application integration can be used to optimize your cross-platform connection.

The main focus of this article is prerequisites of office 365, noting that this article is being posted in January 2022, and there is a possibility that these details can change in the future as the application evolves, so keep an eye on the Microsoft teams documentation for any updates to the requirements.

Prerequisites to start using MS Teams Integrations are:

  • For Office 365 please pay attention that it should be Office 365 with a Business license or Enterprise Office 365 and your IT admin has to enable MS Teams in Office 365 (teams is on under default installation but may be disabled under a custom deployment)

  • IT Admin will also need to allow the third-party apps in Microsoft Teams admin center - Teams Apps - Permission Policies - Allow All Apps. Please mind that third-party apps should be enabled in the org-wide app settings!

Org-wide app settings govern the behavior for all users and override any other app permission policies assigned to users. Please perform the following steps in case you need to enable the third-party apps:

  1. In the left navigation of the Microsoft Teams admin center, go to Teams apps > Permission policies.

  2. Select Org-wide settings. You can then configure the settings you want in the panel.

    Screenshot 2021-03-18 at 10.50.59 PM.png
    Screenshot 2021-03-18 at 10.52.14 PM.png
  3. Under Third-party apps, turn on these settings to control access to third-party apps:

    • Allow third-party or custom apps in Teams: This controls whether users can use third-party or custom apps.

    • Allow any new third-party apps published to the store by default: This controls whether new third-party apps that are published to the Teams app store become automatically available in Teams. It is required to be set if you need to allow third-party apps.

  4. Under Custom apps, turn on Allow interaction with custom apps. This setting controls whether users can interact with custom (side-loaded) apps. Keep in mind that this is different from allowing users to upload custom apps.

  5. Click Save for org-wide app settings to take effect.

 

In order to manage a custom app permission policy (e.g. create), please proceed with the steps below:

:warning: ​It's important to know that after you create a custom policy, you can't change it if third-party apps are disabled in org-wide settings

  1. In the left navigation of the Microsoft Teams admin center, go to Teams apps > Permission policies.

  2. Click Add.

    Screenshot 2021-03-18 at 10.51.58 PM.png
  3. Enter a name and description for the policy.

  4. Under Microsoft apps, Third-party apps, and Tenant apps, select one of the following:

    • Allow all apps

    • Allow specific apps and block all others

  5. If you selected Allow specific apps and block others, add the apps that you want to allow:

    • Select Allow apps.

    • Search for the apps that you want to allow, and then click Add. The search results are filtered to the app publisher (Microsoft apps, Third-party apps, or Tenant apps).

    • When you've chosen the list of apps, click Allow.

  6. Click Save.

In order to get acquainted with other processes (e.g. how to edit or assign a custom app permission policy), reach this link.

Once you have the office 365 prerequisites in place you are all set to install the app and I recommend your next steps are to hop over to the Integrate Jira Cloud with Microsoft Teams documentation for the app install steps, then check out the previously mentioned content for a full breakdown on the steps and capabilities of the integration:

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