Enable Office Delve

Applies To: CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

This feature was introduced in CRM Online 2016 Update.

Office Delve is powered by the Office Graph and shows users the most relevant content based on who they work with and what they’re working on. The information in Delve is tailored to each user. Delve doesn't change permissions and users will only see what they already have access to. As an admin, you can make sure that you allow your organization to access the Office Graph, and that you have set up other Office 365 services that Delve uses, for instance SharePoint Online and OneDrive for Business.

Requirements

The following are required to use Delve with CRM:

• CRM Online

• This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. For more information, see What is Office 365 and how does it relate to CRM Online?

• SharePoint Online

• Enable Server-Based SharePoint Integration and have at least one active SharePoint site.

Enable Delve

System administrators can enable Delve as follows.

1. Click Settings > Document Management > Office Graph Integration Settings

2. Click Enable Office Graph integration to enable it, and then click Next.

3. Click Finish.

See Also

Other Resources

View relevant and trending information with Office Delve
What is Office Delve?
How does Office Delve know what's relevant to me?
Office Delve for Office 365 admins

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