Enable Office Delve

Dynamics CRM 2016
 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics CRM Online

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.

The following are required to use Delve with Dynamics 365:

  • Dynamics 365 (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 Dynamics 365 (online)?

  • For full Office 365 feature integration with Microsoft Dynamics 365 (online) and Dynamics 365 (on-premises), you'll need Office 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Office 365 Enterprise E5. Other Office 365 plans are not supported. For more information on licensing and pricing, see: Licensing and Pricing Guide.

  • SharePoint Online

  • To use email attachments, you will need Exchange Online.

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

System administrators can enable Delve as follows.

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

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

  3. Click Finish.

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