Enable viewing profile cards

Note

Getting to app feature settings can vary based on the type of app (Unified Interface or the legacy web client) you're using. You might need to adjust the procedural steps in this topic to reflect your app type. See Settings.

Also, we are moving some settings from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and the Dynamics 365 Admin center to the Power Platform Admin center. See Environment settings are moving.

Microsoft’s people experience is centered around profile cards that have been around in Microsoft Outlook and other Office apps and services on the web. When you select someone’s name or picture in Outlook or other Office apps, you can find information related to them on their profile card. The profile card is also sometimes referred to as contact card or people card. Profile cards are available on contacts and users in any Unified Interface app.

Note

If multi-factor authentication has been enabled for Office 365 services and not enabled for model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, profile cards will not be rendered for users in Unified Interface.

The profile card feature involves a network call to the Office 365 service to display the card. Please make sure that following endpoints are reachable, by configuring and updating network perimeter devices such as firewalls and proxy servers.

  • *.loki.delve.office.com
  • loki.delve.office.com
  • loki.delve-gcc.office.com
  • lpcres.delve.office.com
  • Port: TCP:443

To view the complete endpoint requirements for connectivity from a user’s machine to Office 365 for profile cards to be displayed in Unified Interface, see Office 365 URLs and IP address ranges ID 130.

Prerequisites

The following settings/environment are required for profile cards to be enabled in model-driven apps in Dynamics 365.

  1. Office 365 (Exchange Online)
  2. Unified Interface Build 9.1.0.4626 or higher
  3. Enable Admin setting a. Navigate to Settings > Administration > System Settings b. Select the General tab. c. For Enable users to view contact cards, select Yes, and then OK.

For information on how to use profile cards, see View the profile card for a contact or user.