Microsoft Dynamics CRM

{CRM 2016 TIPS} STEP BY STEP and OVERVIEW OF DELVE WITH DYNAMICS CRM 2016

My last post was quite appreciated on OneDrive for Business integration with Dynamics CRM 2016.

In this post, I am going to put light on DELVE integration with Dynamics CRM 2016.

What is Office Delve?

Delve helps you discover the information that’s likely to be most interesting to you right now – across Office 365.

You don’t have to remember the title of a document or where it’s stored.

Delve shows you documents no matter where they’re stored in OneDrive for Business or in Sites in Office 365.

Delve also lets you view your colleagues’ profiles, or edit your own. Your profile is like an electronic business card you share inside your organization.

Delve never changes any permissions, so you’ll only see documents that you already have access to.

Other people will not see your private documents. Learn more about privacy.

System administrators can enable Delve as follows.

Prerequisite to have Server side integration with SharePoint online is already covered for me in my current organisation.

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

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

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  1. Click Finish.

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Next Step is to spin a DELVE DASHBOARD:

Choosing a standard 3 column layout:

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Notice there is a special type of Delve component available:

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Rest I added some lists, when I save and open the Dashboard:

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There are no trending documents!!

Ok, here is how it works:

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Cool idea!

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In case you are wondering, I got to this menu by just Clicking Open Delve link.

Here is a recent document I stored in OneDrive for Business in my last post,

linked to a record in Dynamics CRM appearing on my profile in Delve, Wow:

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So, once you have some trending documents in your Office 365 suite, they will start appearing in your dashboard.

Great stuff Microsoft Dynamics Product team.

Hope it helps and Happy CRMing!

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