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Office Delve with MS Dynamics CRM Online 2016

Office Delve with MS Dynamics CRM Online 2016

Integration of Office Delve with MS Dynamics CRM Online 2016 is here!  Office Delve identifies information relevant to you and others from your company’s OneDrive for Business or SharePoint in Office 365.  It identifies this information based on your work patterns and is a great tool to help you find and discover information fast, both on areas that you are currently working on or working with others on.  If you have privacy concerns, do not worry.  Office Delve will only show users information that they have been granted access to.  For more information on Office Delve, check out the following blog.

MS has added Office Delve as a new Dashboard component for this version.  To use it within CRM Online, you must have server based SharePoint integration enabled.  Once enabled, a system administrator can enable Delve within Settings > Document Management > Manage Office Graph Integration.  For more information on this and the requirements, click here.

Once Delve has been enabled in your CRM organization, you can add it as a new dashboard component to a System Dashboard or a Personal Dashboard.

Here are a couple of examples of what yours could look like:

© 2016 Microsoft

OfficeDelveDashboardComponent2 © 2016 Microsoft


Beringer Associates is always here to provide expert knowledge in topics like these. Please contact us with any questions you may have.



Rob is the CTO of Beringer Technology Group, and focuses his efforts on software development, cloud engineering, team mentoring and strategic technical direction. Rob has worked with Beringer since 2005, and has influenced every department from Development, Security, Implementation, Support and Sales. Rob graduated with his MBA from Rowan University in 2012, earned his Bachelors of Computer Science in 1997, and is current with several Microsoft technical certifications. Rob is very active, and loves to mountain bike, weight train, cook and hike with his dog pack.