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Microsoft Dynamics 365 Connector for Jira Documentation
Quick, visual guide

What this app does

Connect Jira issues to Microsoft Dynamics 365 records—without switching tabs.

Marketplace-ready flow

Admin-controlled mapping (Connected Items)

Admins decide which Jira projects use the connector, which Dynamics module & entity to link, and which fields to show in Jira.

In-issue linking & live data

Users link an issue to a Dynamics record, then view key fields, open the record in Dynamics, refresh values in real time, or unlink.

Fast to configure

Paste your Dynamics org URL and Azure AD app credentials, then create as many Connected Items as you need.

Designed for clarity

Visual, step-by-step documentation using real UI screenshots—ideal for onboarding admins and end users quickly.

Quick start path Admin setup → Create Connected Items → Users link Jira issues to Dynamics records → View, refresh, unlink.

Prerequisites

Before you start, have the following ready.

  • Jira admin access to install and configure Marketplace apps.
  • Dynamics 365 environment URL (Organization URL).
  • Azure AD App registration with Client ID and Client Secret.
  • Tenant ID for the Azure AD tenant connected to your Dynamics environment.
Dynamics org URL: https://<org>.crm.dynamics.com
Client ID:        <GUID>
Client Secret:    <secret>
Tenant ID:        <GUID>
Use your real values (the above are placeholders).

Where to go next

Choose your path based on your role.

👩‍💼 Jira Admin

Set up the Dynamics connection and define Connected Items for each Jira project.

🧑‍💻 Jira Users

Link issues to Dynamics records and keep key CRM fields visible inside Jira.