Issue panel & linking
Link Jira issues to Dynamics 365 records, view key fields, refresh values, and unlink when needed.
Issue panel: See available Connected Items
Inside a Jira issue, the connector lists the Connected Items configured by your admin for that project.
1
Open a Jira issue in a configured project
The “Microsoft Dynamics 365 Connector” panel appears.
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1
Open a Jira issue in a configured project
The “Microsoft Dynamics 365 Connector” panel appears.
The “Microsoft Dynamics 365 Connector” panel appears.
The panel shows each Connected Item (example: S‑Lead, S‑Contact) with a Link action.
Users can link each Connected Item to exactly one Dynamics record.
Link to a Dynamics record (lookup)
Click Link to search and select the correct record for the chosen entity.
2
Click “Link” on the desired Connected Item
A lookup dialog opens for the module/entity.
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2
Click “Link” on the desired Connected Item
A lookup dialog opens for the module/entity.
A lookup dialog opens for the module/entity.
Start typing to search Dynamics. Select the record from the results, then confirm.
The dialog is scoped to the configured entity (e.g., Sales → Leads).
View fields, open in Dynamics, refresh, unlink
After linking, Jira shows the chosen Dynamics fields and provides quick actions.
3
See field values inside Jira
The panel displays the configured fields with live values.
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3
See field values inside Jira
The panel displays the configured fields with live values.
The panel displays the configured fields with live values.
Once linked, the connector renders the field list (for example: Name, City, Mobile Phone, Email).
The exact fields shown are defined by admins in the Connected Item configuration.
4
Use quick actions
Open, Refresh, or Unlink—right from Jira.
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4
Use quick actions
Open, Refresh, or Unlink—right from Jira.
Open, Refresh, or Unlink—right from Jira.
- Open in Dynamics – jump straight to the record in Dynamics 365.
- Refresh – pull the latest field values (real-time view).
- Unlink – disconnect the record from the Jira issue.
Real-time updates
Use Refresh to quickly validate customer details, lead status, or contact info—without leaving Jira.