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Applies to: MyAnalytics elements are available in varying levels to users of different Microsoft Office 365 and Microsoft 365 plans. See MyAnalytics plans and environments for details. Also see How do I find my plan?

This topic applies only to model-driven apps in Dynamics 365 such as Sales, Customer Service, Marketing, Field Service, and Project Service Automation. 2020-3-23  Microsoft launches Office Delve for mobile, updates Office 2016 Preview for Mac. The more useful Delve will be for all of you,' Microsoft said of Delve. 'Delve learns from how you and your. 2020-4-2  Fandom Apps Take your favorite fandoms with you and never miss a beat. 使用 Delve 与其他人联系和协作并发现和组织你现在对 Office 365 可能最感兴趣的信息。 通过团队和 Office 365 保持联系并保持工作效率,即使在远程工作时也是如此。.

Did you ever miss an important email or forget a commitment you made to your co-workers? Do meetings and emails tend to take over your calendar? Do you ever wish to see reminders for 1:1 meetings with your manager, direct reports, or other top collaborators? Would you like to be notified if an upcoming meeting doesn't have a quorum?

If your answer to any of these questions is yes, the Outlook add-in provides actionable insights to help you stay on top of your tasks and get more done.

This add-in is an extension of your Outlook experience and works within Outlook to help you gain focus time, maintain your work relationships, plan time away from work, and improve your overall work-life balance.

Note

Only you can see your data, see Privacy FAQ for details.

What you might see

In Outlook, open the add-in by selecting the Insights icon in the Outlook Home ribbon. If you are using Outlook on the web, open an email message, select the ellipsis (..) in the top-right corner of your email message, and then select Insights. (For easier access in Outlook on the web, you can pin the Insights Add-in to the quick access pane. See Pin the add-in for details.)

You'll see Insights similar to the following in the right pane in Outlook:

When you get back, Insights helps you catch up on important email and review new documents and activity that occurred while you were away:![Insights welcome back](././images/mya/overview/insights-welcome-back.png)-->

Email read statistics

Applies to: MyAnalytics elements are available in varying levels to users of different Microsoft Office 365 and Microsoft 365 plans. See MyAnalytics plans and environments for details. Also see How do I find my plan?

Insights can tell you how many people have opened your email and the average time they spent reading that email. In general, it informs you about email that you sent to five or more Office 365 users who are internal to your organization. (For more information about which email messages are reported about, see Reporting details.)

After you send an email message, it can take up to 30 minutes before Insights informs you about it. If the email is sent from a delegated mailbox with 'send on behalf' permission, the delegate can see the read statistics.

Insights shows the open rate for the sent email that is open in Outlook. It also groups open rate information for qualifying sent items into a single summary card that you can select and expand to see a more detailed view.

Reporting details

Insights does not display read information about every email that you send, such as in the following circumstances.

Requirement: qualifying messages

Read statistics are shown only for qualifying messages. A qualifying message is an email message that is sent to five or more qualifying recipients. A qualifying recipient is a person who is in the same company as the sender and has a cloud mailbox. Distribution lists are expanded before counting qualifying recipients.

Exceptions to qualifying messages

Insights does not report about email messages in the following categories:

  • Email that was sent from a shared mailbox
  • Email that was sent more than 14 days ago.
  • Email in which the total number of recipients (the sum of all of the recipients in the To:, Cc:, and Bcc: fields) is less than five.
  • Email sent to modern groups. (If users are following the modern group, they are included in the count.)

Open rate

The Insights add-in reports the open rate within 30 minutes of when qualifying email was sent by you, as shown in the following table. Note the following:

  • For open rates lower than the minimum threshold, the threshold value is reported. For example, when 20% of 10 email recipients open the email, Insights displays the open rate as < 25%.

  • If the actual open rate falls between the 'Minimum' and 'Maximum' values shown in the table, then the actual open rate is reported.

  • For open rates higher than the maximum threshold, the threshold value is reported. For example, when 98% of the email recipients open the email, the maximum value in the table will be > 95%.

    Number of recipientsOpen rate reported
    5 - 10Minimum: 25%
    Maximum: 75%
    11 - 20Minimum: 10%
    Maximum: 90%
    > 21Minimum: 5%
    Maximum: 95%

MyAnalytics respects user privacy; this is why approximated values are reported and individual recipient information is not shown. For more details, see the Email read rates. To see who opened an email, use Outlook's request read receipts.

To see read information about sent emails

  1. On the Home ribbon, select the Insights icon. If the Insights panel isn't already open, it opens now.

    Note

    If you see a 'Welcome!' message, select Get started.

  2. On the Insights panel, select one of the following two cards:

    a. In-context email open rate. This card provides read statistics for the sent email that you currently have open in Outlook.

    b. The Track email open rates card. This card provides read statistics for all sent emails.

    The panel in the card that you selected (in either step 2a. or step 2b.) states the email subject line and shows a summary of the open rate, the open rate (sometimes expressed as a percentage), and the number of forwards.

Follow up on your tasks

MyAnalytics can help you follow up on requests you asked of others in email. MyAnalytics will automatically find tasks you requested of others based on your sent mails. For example:

  • 'Can you send me this year's latest report?'
  • 'Everyone, please complete your performance evaluations by the end of the week.'
  • 'Cancel my RSVP for Carrin Patman's lunch scheduled early next week.'

For one or more of these types of requests in your sent email in the last 14 days, you'll see a follow-up summary card in your Outlook Insights panel.

To see your follow-up card

  1. On the Outlook Home ribbon, select the Insights icon.

  2. In the Insights panel, you'll see the Follow up on your requests card.

  3. Select the card to see more details and to do one or more of the following:

    • Select the email subject line from which the task was extracted to open that specific email.
    • Select Follow up to open the latest instance of the email.
    • Select Mark as done if the task is complete. Follow-ups disappear after two weeks or after you mark them as done.
    • If this task isn't a follow-up, select the ellipsis () at bottom right, and then select This isn't' a follow up.

Meeting preparation

Meetings are vital for healthy collaboration. Better meeting practices can improve productivity, information sharing, innovation, decision-making, and team connectedness. Read more about best practices for running effective meetings in this playbook.

The meeting preparation card shows you a list of upcoming meetings that you have organized, and it helps you evaluate whether each meeting is ready to go.

To view and use the meeting preparation card

  1. On the Home ribbon of Outlook, select the Insights icon. If the Insights panel isn't already open, it opens now.

  2. On the Insights panel, locate the Prepare for your meetings card:

    This card provides information about meetings that you have organized for this week and next week (up to 10 business days in the future) and it helps you evaluate the state of those meetings.

  3. Select the Prepare for your meetings card. This opens a panel that displays insights cards for each of your upcoming meetings:

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These insights cards inform you of the following:

Card sectionNotesRecommendations
(Card title)Meeting title and time of occurrence
AttendeesThe percentage of invitees who have accepted, and the number of invitees. Click See details for more information.Ensure that you have a quorum before the meeting. Consider sending a reminder to attendees if you haven't heard from them.
AgendaYes or No indicates whether the meeting invitation includes an agenda.Agendas often make a meeting run smoother. If your meeting requires an agenda, select Agenda in the card. This opens the meeting invitation, where you can add an agenda.
AttachmentsThis section shows how many attachments the invitation has, it displays their titles and their storage location (online or locally), and it lets you click to see more details. It also provides a link that you can select to open the attachment, if the attachment is stored online.
Online meeting linkYes or No indicates whether the meeting invitation includes a link for joining the meeting online.Be an inclusive meeting organizer. If you have attendees who are working remotely, consider adding an online link to your meeting. To do this, select Online meeting link to add one.
Preparation timeThis section provides options to book either 15 minutes or 30 minutes of preparation time right before the meeting. This option only appears if there is an available slot. Booked time appears on your calendar and references the meeting, as 'Preparation time for [meeting title].' You can also cancel the meeting-preparation time or delete it directly from your calendar.Be prepared. If you need travel time or have other tasks that need to be done immediately before the meeting to prepare for it, consider booking preparation time.

This card shows the Attachments section in its expanded state, which lets you see more details about the attachments:

Pin the add-in

If you're using Outlook on the web, you can pin the Insights add-in to the quick access pane for easier access.

To pin the add-in to the quick access pane

  1. In Outlook on the web, select the Settings (gear) icon to open the Settings panel:

  2. In the Settings panel, select View all Outlook Settings.

  3. Be sure Mail is selected in the left panel, and in the center panel, select Customize actions:

  4. In the right pane, in the Message surface area, select Insights:

  5. In the right pane, in the Toolbar area, select Insights:

  6. Save your new settings:

Privacy by design

The Outlook add-in preserves all the data-subject rights afforded by GDPR. The insights you see in the add-in are only available to you. No admin or manager can see these insights. They are computed as needed, from the your email and meeting information, and are never stored outside your mailbox.

Additionally, the add-in begins processing data for insights only after the first time you open it. Learn more about how Microsoft protects your privacy.

Opt out of the Insights Outlook add-in

  1. Open your dashboard.

  2. Select the Settings (gear) icon in the top right.

  3. Under MyAnalytics, select Settings.

  4. For Insights Outlook add-in, set the control to Off.

  5. Select Save to save your changes.

Note

It might take up to 24 hours for your saved changes to take effect.

If I am opted out, can I opt back in?

Yes; if you opt yourself out or if an admin opts you out, you can opt back in any time to regain access to the Insights Outlook add-in.

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The more you and your colleagues use Office 365 to work together, by viewing, editing and sharing each other's documents, the more useful Delve will be for all of you. Learn more about how you as an admin can help users get the most out of Delve.

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 Delve, and that you have set up other Office 365 services that Delve uses, such as SharePoint and OneDrive. You can also help people get started with Delve, and address questions that users might have.

What you need to get Delve

Delve is available for Office 365 Enterprise (E1, E3, and E5), Office 365 Education (E1, E3 and E5), Office 365 Government (E1, E3 and E5), Office 365 Business Essentials and Office 365 Business Premium.

Regardless of which of these Office 365 plans you have, you need to activate the SharePoint service and assign users a SharePoint license before they can start using Delve. You also have to set up Exchange Online if you want attachments to show up on users' Home pages in Delve. If you set up Skype for Business Online, users can start Skype for Business Online conversations directly from Delve. And if you set up Yammer Enterprise, users can engage in Yammer conversations about documents directly from Delve.

Delve is designed to work with the current or immediately previous version of Internet Explorer or Firefox, or the latest version of Chrome or Safari.

The Delve O365 app is also enabled for modern authentication. For more information, see Office 365 Client app Support - Modern Authentication.

Get new Delve features quicker

If you want to receive new functionality in Delve before it's made available in standard releases, you can opt in to the Targeted release program. You'll receive new feature updates a minimum of two weeks before customers in the Standard release program. To learn more, see Office 365 release options.

Tip

It takes some time to build personalized Delve views for users in your organization. If you opt in to the targeted release program just before the start of a weekend, it's more likely that people have a good Delve experience at the start of the next work week.

What users see in Delve is influenced by which release program you've chosen for your organization. See My Office Delve looks different from what you describe for an overview of the main differences.

Control access to Delve and related features

You control access to Delve from the SharePoint admin center. By default, users in your organization have access to Delve. They also have access to certain features in other apps that are powered by the Office Graph, such as the 'Suggested' list on the SharePoint start page, and the 'Discover' list in OneDrive. When you enable or disable Delve, these other features are also affected.

If you disable Delve, users will no longer see:

  • The Delve app tile in the app launcher
  • The 'Suggested' list on the SharePoint start page
  • The 'Discover' list in OneDrive, in the Outlook mobile app, and on the Microsoft Office Home page
  • Documents on other users' profile cards and pages

See What is the effect of enabling or disabling Delve and related features? for more information.

  1. Go to the Settings page of the new SharePoint admin center and sign in with an account that has admin permissions for your organization.

Note

If you have Office 365 Germany, sign in to the Microsoft 365 admin center, then browse to the SharePoint admin center and open the Settings page.
If you have Office 365 operated by 21Vianet (China), sign in to the Microsoft 365 admin center, then browse to the SharePoint admin center and open the Settings page.

  1. At the bottom of the page, select classic settings page.

  2. Under Delve (powered by Office Graph), select one of the following:

  • Enable Delve and related features

  • Disable Delve and related features

Introducing Delve in your organization

Here are some resources that you can use to get your organization started with Delve.

Before you announce Delve

  • SharePoint and OneDrive are the primary sources of content in Delve. How you and users manage permissions on documents and sites affects what users see in Delve. Check out Overview: best practices for managing how people use your team site and Plan your permissions strategy for more information.

Using Delve on a day-to-day basis

  • You can point users to the Delve help articles. What is Office Delve? is a great starting point, and users may be particularly interested in the information in the articles Are my documents safe in Office Delve?, Connect and collaborate in Office Delve and Store your documents where Office Delve can get to them.

Data and geographic region

  • When users go to Delve, for example by typing delve.office.com in a browser, they're automatically redirected to the geographic region where your organization's Office 365 environment is located. After the redirect, a three letter prefix indicating the region is added to the URL, for example https://nam.delve.office.com for North America, or https://eur.delve.office.com for Europe.

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Help users troubleshoot Delve

Use the information in this section to help troubleshoot issues in Delve.

Users don't see Delve in the Office 365 app launcher

There are a few things you should check if one or more users in your organization don't see Delve in the app launcher. All these things need to be in place for your organization before people can start using Delve.

Solution(s)

  • Check that you allow your organization to access Delve.

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  • Check that you're using an Office 365 plan that supports Delve

  • Check that you've assigned the correct user licenses

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Check that you allow your organization to access Delve

  1. Go to the Settings page of the new SharePoint admin center and sign in with an account that has admin permissions for your organization.

Note

If you have Office 365 Germany, sign in to the Microsoft 365 admin center, then browse to the SharePoint admin center and open the Settings page.
If you have Office 365 operated by 21Vianet (China), sign in to the Microsoft 365 admin center, then browse to the SharePoint admin center and open the Settings page.

  1. At the bottom of the page, select classic settings page.

  2. Under Delve (powered by Office Graph), make sure that you've selected Enable Delve and related features.

    Note

    If you have a SharePoint Online standalone service (SharePoint Online Plan 1 or SharePoint Online Plan 2) you'll see the Delve setting in the SharePoint admin center. However, users won't be able to use Delve or see Delve in the app launcher, because Delve is not available for standalone services yet.

Check that you're using an Office 365 plan that supports Delve

  1. Sign in to https://admin.microsoft.com as a global or SharePoint admin. (If you see a message that you don't have permission to access the page, you don't have Office 365 administrator permissions in your organization.)

    Note

    If you have Office 365 Germany, sign in at https://portal.office.de. If you have Office 365 operated by 21Vianet (China), sign in at https://login.partner.microsoftonline.cn/. Then select the Admin tile to open the admin center.

  2. In the left pane, select Billing > Products & services.

  3. Verify that you have one of the following subscriptions:

  • Office 365 Enterprise (E1, E3, or E5)

  • Office 365 Education

  • Office 365 Government (E1, E3 or E5)

  • Office 365 Business Essentials

  • Office 365 Business Premium

Check that you've assigned the correct user licenses

  1. Sign in to https://admin.microsoft.com as a global or SharePoint admin. (If you see a message that you don't have permission to access the page, you don't have Office 365 administrator permissions in your organization.)

    Note

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    If you have Office 365 Germany, sign in at https://portal.office.de. If you have Office 365 operated by 21Vianet (China), sign in at https://login.partner.microsoftonline.cn/. Then select the Admin tile to open the admin center.

  2. Select Users > Active users.

  3. Select the box in front of the name of the user who you want to check the licenses for.

  4. Verify that the user has one of the following combinations of licenses:

  • Microsoft Office 365 Plan E1 plus SharePoint Online (Plan 1 or Plan 2)

  • Microsoft Office 365 Plan E3 plus SharePoint Online (Plan 1 or Plan 2)

  • Microsoft Office 365 Plan E5 plus SharePoint Online (Plan 1 or Plan 2)

  • Microsoft Office 365 Business Essentials plus SharePoint Online (Plan 1 or Plan 2)

  • Microsoft Office 365 Business Premium plus SharePoint Online (Plan 1 or Plan 2)

    For more info about how to manage licenses, see Assign licenses to users in Office 365 for business.

Users see incorrect colleagues in Delve

If Azure Active Directory has outdated information or if hasn't been synced with the SharePoint Online user profiles, Delve may not show the most relevant colleagues.

Delve uses information from user profiles in Office 365 to determine who users in your organization work with most closely. These profiles contain information from Azure Active Directory and from SharePoint Online user profiles. Every 24 hours, people information from Azure Active Directory is automatically added to SharePoint Online user profiles.

Solution(s)

  • Check and clean up your Azure Active Directory, and wait for the information to sync to SharePoint Online user profiles.

  • If you're an academic organization, the sync between Azure Active Directory and user profiles is not automatic. Your users will need to sign in to SharePoint Online at least once to create user profiles.

  • If you have an on-premises Active Directory and if you've set up Active Directory synchronization, make sure it's synced correctly with Azure Active Directory.

Users don't see user pictures in Delve

The user pictures in Delve are from the SharePoint Online user profiles. If there's no picture for a user in his or her SharePoint Online user profile, Delve has no picture to show.

Solution(s)

  • Make sure that users upload their user profile picture to SharePoint Online. For more information, point users to View and update your profile in Office Delve.

Users see documents from other users who have turned off Documents in Delve

Users can turn off Documents in Delve which means that they won't see any documents in Delve, and their activities and relationships in Office 365 won't be included in the Office Graph.

However, if other users still have access to documents from a user who has turned off Documents, they can still see those documents in Delve, just as they can search for them in SharePoint Online.

Other information that's available to everyone in the organization will also be visible even if a user has turned off Documents, such as information from the Azure Active Directory.

Solution(s)

  • No action needed.

Users see very little or no content in Delve

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The content in Delve comes from different content sources across Office 365 such as Exchange Online, Office 365 Video, SharePoint, and OneDrive.

If users don't have any recently modified or viewed content in these content sources, and they don't have access to other users' content, Delve may have very little or no content to show. Users also need to have licenses to Office 365 services and access to the Office Graph to see content in Delve.

Solution(s)

  • Encourage your users to store and share documents in SharePoint and OneDrive. For more information, point users to Store your documents where Office Delve can get to them.

  • Check the permission settings on SharePoint sites to make sure that the user has access to the correct sites and their content.

  • Check that the user is in the Active Directory and that he or she is a member of the correct Active Directory groups. To verify, go to Microsoft 365 admin center > Users > Active Users.

  • Make sure that the user allows Delve to show documents. To verify, have the user go to Office 365 > Delve > ** Feature settings ** and make sure that Documents in Delve isn't turned off.

  • Make sure that you've assigned users a license to access to the Office 365 services that you've activated.

Users can't find a specific item in Delve

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Delve doesn't change any permissions and users will only see what they already have access to. Not all content types will appear in Delve, and it can take up to 24 hours for new documents to show up. Also, Delve prioritizes content that's been modified or viewed in the last three months.

Solution(s)

  • Check the steps under Users see very little or no content in Delve.

  • Make sure that the content type is supported. Currently, in Standard Release, Delve shows PDF, Word, Excel and PowerPoint files, and videos that have been uploaded to Office 365 Video.

  • Check when the document was added to Office 365. It can take up to 24 hours for new documents to show up in Delve.

Users are concerned that private or sensitive documents are available in Delve

Any document that a user can view or edit in Office 365, can also appear in Delve. Delve doesn't change any permissions and users will only see documents they already have access to. Sometimes, though, you may want to prevent a document from appearing in Delve.

Solution(s)

  • Check the permission settings for the documents, sites and libraries and make sure that only the intended users have access to the content.

  • If you want to prevent specific documents from appearing in Delve, follow the steps in Hide documents from Delve. You can keep storing the documents in Office 365, and people can still find them through search - they just won't show up in Delve.

About the Office Graph

Delve is powered by the Office Graph. The Office Graph stores data representations about all Office 365 items as nodes in a graph index. The Office Graph data is stored in the customer's partition of the SharePoint Online and Exchange Online environments, and has the same data protection and security as other customer data stored in the same cloud services. The Office Graph data and metadata are stored in the same data center region as the services the data was collected from.

The Office Graph uses rich relationships to describe connections between items of different types. In addition, the Office Graph uses advanced analytics and machine learning techniques to create inferred rich relationships - what we call insights.

To present the most relevant content in different contexts, for example in Delve, the Office Graph uses a two-step analysis. First, it calculates which users in the Office Graph are most relevant to the current context. Second, it retrieves the most relevant content associated with these users. The content is tailored to each user, and users only see what they already have access to.

For developers, the Office Graph insights and rich relationships are exposed through the Microsoft Graph, a single REST API endpoint (https://graph.microsoft.com) that exposes multiple APIs from Microsoft cloud services. For more information, see Microsoft Graph.

What is the effect of enabling or disabling Delve and related features?

Delve is powered by the Office Graph. If Delve is enabled, users in your organization will have Delve in the Office 365 app launcher and they can use all the functionality in Delve. Selecting a person in Delve will open that person's page. The person page contains user profile information such as contact information and org chart details, and also documents relating to the person.

If you choose to disable Delve for your organization, Delve will be removed from the Office 365 app launcher for all users. When users visit a person's page, for example by clicking on a person in OneDrive, that person's page will contain only user profile information. No documents will be shown. Users can still search for other people, but not for documents or boards.

If Delve is enabled, users also have access to related features in other apps that are powered by the Office Graph. If you disable Delve, users can no longer see these features:

  • The 'Suggested' list on the SharePoint start page
  • The 'Discover' list in OneDrive, in the Outlook mobile app, and on the Microsoft Office Home page
  • Documents on other users' profile cards and profile pages

If you disable Delve, users will not have access to the following API's:

  • Trending Insight API (trending documents for all users)
  • Used Insight API (what documents other users have viewed or modified)

Microsoft Delve App

NOTE: Disabling Delve does not disable Microsoft Graph. Office Graph and Microsoft Graph are different concepts despite their similar names. Microsoft Graph is the API endpoint that surfaces all Office 365 data (such as Azure AD, Outlook/Exchange, Excel, OneDrive, SharePoint), while Office Graph is mainly a code name for the collective set of services and insights generated on top of the infrastructure developed by the FAST Office Graph team. For more information about Microsoft Graph, see Overview of Microsoft Graph

Additional resources

Microsoft Delve Client

End users

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