Admin setup
Configure the Dynamics connection and define Connected Items for each Jira project.
Admin setup: Configure Dynamics connection
Connect Jira to your Dynamics 365 environment using your Azure AD app credentials.
1
Open Jira admin settings → Apps → Microsoft Dynamics 365 Connector
Find the app under Marketplace apps.
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1
Open Jira admin settings → Apps → Microsoft Dynamics 365 Connector
Find the app under Marketplace apps.
Find the app under Marketplace apps.
Navigate to the connector screen to begin configuration.
Enter your Dynamics org URL, Client ID, and Client Secret to establish the connection.
2
Save connection
Once saved, the app confirms the connected state.
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2
Save connection
Once saved, the app confirms the connected state.
Once saved, the app confirms the connected state.
After successful authentication, you'll see a CONNECTED status and connection details.
Connection details are visible and can be revoked at any time.
3
Revoke connection (optional)
Immediately disconnect Jira from Dynamics.
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3
Revoke connection (optional)
Immediately disconnect Jira from Dynamics.
Immediately disconnect Jira from Dynamics.
Use Revoke Connection to stop all Dynamics calls from Jira until reconnected.
Revoking the connection does not delete your Connected Items—reconnect later and they remain.
Admin setup: Create Connected Items
Map Jira projects to a Dynamics module + entity, and choose which fields to display in Jira.
Connected Item = Jira project mapping
Each Connected Item controls what users can link inside Jira for a given project (module, entity, and visible fields).
1
Open “Connected Items Configuration”
Click Create Connected Item.
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1
Open “Connected Items Configuration”
Click Create Connected Item.
Click Create Connected Item.
The configuration table shows existing mappings (if any), plus actions for edit/delete.
Use the list to manage mappings and ensure only relevant projects expose Dynamics data.
2
Fill out the Create Connected Item form
Select Jira projects, Dynamics module, entity, and fields.
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2
Fill out the Create Connected Item form
Select Jira projects, Dynamics module, entity, and fields.
Select Jira projects, Dynamics module, entity, and fields.
In the popup:
- Name – friendly label users will see in Jira.
- Jira projects – one or more projects that use this mapping.
- Dynamics module/product – e.g., Dynamics 365 Sales.
- Dynamics entity – e.g., Leads, Contacts, Accounts.
- Fields – choose the fields to display in Jira once linked.
The selected fields become the “at-a-glance” record view in Jira issues.
3
Edit or delete existing items
Update mappings as projects and entities evolve.
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3
Edit or delete existing items
Update mappings as projects and entities evolve.
Update mappings as projects and entities evolve.
Use the actions column to modify or remove mappings:
- Edit – change fields, rename the Connected Item, or target different Jira projects.
- Delete – remove the mapping from the project(s).
Admins stay in control—users only see the Connected Items configured for their Jira project.
Next: Use it in Jira issues
Once Connected Items exist, the Issue Panel appears in relevant projects and users can link records.