Applications

What’s new with Dynamics CRM 2016 – Delve

What’s new with Dynamics CRM 2016 – Delve

Delve Integration with CRM – (CRM Online Only)

If you’re not familiar with Delve, you should be getting familiar as fast as you can. It lets your users search and discover documents across your company, which includes documents stored on SharePoint and OneDrive for Business. Delve leverages machine learning to connect people and create contextual views of documents that are likely to be of interest to individual users. The key difference is Delve does this dynamically without any intervention from the user except for the first time choice of participate or not. Delve is integrated with CRM Online only any documents stored on OneDrive or SharePoint (the integration configuration for SharePoint has to be completed first even to have OneDrive integrate). Once configured the Delve information can be surfaced through a dashboard component to show popular trending documents within the organization. I am sure Microsoft will likely expand to include other data sources in addition to Office.

Configure Delve

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.

Add Delve to a dashboard

You can add Delve to an existing dashboard or create a new dashboard and add it.

New dashboard

To add Delve to a new dashboard, follow these steps.

  1. On any dashboard page, clickNew.
  2. Choose a layout, and then clickCreate.
  3. ClickDELVE, and then drag the DELVE component onto the dashboard and double-click it to set the properties.
  4. Add other web components as desired.
  5. Save the dashboard.

Existing user dashboard

To add Delve to an existing user-created dashboard, follow these steps.

  1. Open the user dashboard.
  2. ClickEdit.
  3. ClickDELVE, and then drag the DELVE component onto the dashboard and double-click it to set the properties.
  4. Save the dashboard.

Existing system dashboard

To add Delve to an existing system dashboard, follow these steps.

Note

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

  1. ClickSettings > Customizations > Customize the System
  2. UnderComponents, click Dashboards. Select a dashboard and then double-click it to view the dashboard components.
  3. ClickDELVE, and then drag the DELVE component onto the dashboard and double-click it to set the properties.
  4. Save the dashboard.

Open Office Delve

From any dashboard with the Delve web component installed, you can open Office Delve in a separate browser page.

  1. Open a dashboard with the Delve component installed.
  2. Double-click theOpen Office Delve

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