M365 Changelog: (Updated) The Microsoft Copilot Dashboard in Viva Insights will become available with Copilot for Microsoft 365 – Aug 20, 2024

MC793652 – Updated August 20, 2024: Microsoft has updated the content below to show as intended. Thank you for your patience.

In the coming months, the Microsoft Copilot Dashboard will become available to all Copilot for Microsoft 365 customers at no additional cost and will not require a Viva or Viva Insights license. Users will be able to access the dashboard in the Viva Insights app in Microsoft Teams or the web app. However, Viva or Viva Insights licenses will still be required to access Microsoft Copilot Dashboard advanced features in Viva Insights, advanced insights app. 

This message is associated with Microsoft 365 Roadmap ID 396346

When this will happen:

General Availability (Worldwide): Microsoft will begin rolling out early July 2024 and expects to complete the rollout by late September 2024.

How this will affect your organization:

As this change begins rolling out, your organization will see the following updates:

For customers who use Microsoft Entra ID (formerly known as Azure Active Directory) – to manage user profile data like organization or manager data, the Copilot Dashboard will be automatically available to a limited number of leaders in the organization. Microsoft 365 administrators can manage user access from within the Microsoft 365 Admin Center, including granting or revoking access for individual users.

Customers who have purchased less than 25 Copilot for Microsoft 365 licenses, Copilot Dashboard will provide limited views across Readiness, Adoption, and Impact pages with metrics aggregated at a tenant level. Customers with 25 or more Copilot for Microsoft 365 licenses will have the ability to view detailed breakdown of usage and impact metrics, apply filters to view behaviors for specific groups, and upload and analyze sentiment data.

Example view for customers with <25 Copilot for Microsoft 365 licenses:

View image in new tab

Example view for customers >25 Copilot for Microsoft 365 licenses:

View image in new tab

Users with access to the dashboard will be able to find it under Copilot Dashboard on the navigation panel in Viva Insights app in Microsoft Teams or the web app.

Microsoft 365 administrators will have the ability to upload Copilot survey results, aggregated at a tenant level. Viva Insights administrators will continue to be able to upload row-level survey results, to enable visibility into how user sentiment differs across teams.

Microsoft 365 administrators will have the following settings available in Microsoft Admin Center for set up and enablement:

Set up:

• Organizational Data: Ability to upload data via Organizational Data in Microsoft 365, a centralized service that enables admins to upload organization data that can be used across Microsoft 365 apps and services
• Cohort List: Ability to upload a .csv file with a list of employees who do not have a Copilot for Microsoft 365 license. This will enable comparisons between Copilot users and non-users (please see image 2).
• Minimum Group Size: Ability to set a minimum group size to determine the minimum aggregation threshold below which data will not be shown for a group in the dashboard. The default value for this setting will be 10 and admin can set this as low as five.
• Upload survey results: Ability to upload Copilot survey results, aggregated at a tenant level in Microsoft Admin Center.

Copilot dashboard in M365 settings on Microsoft 365 Admin Center:

View image in new tab

Manage cohort for non-copilot users:

View image in new tab

Enablement: 

• Exclusion list for dashboard measured population: In addition to existing enablement controls, Microsoft 365 administrators will now have the ability to exclude users from being measured in the Copilot Dashboard scope. 

Note: Microsoft 365 Global Administrators should assess the impact of changes to the licensing and exclusions models in their organizations. The Global administrators can learn how to use Microsoft 365 administrator settings for managing the exclusion lists for Microsoft Copilot Dashboard here.

What you need to do to prepare:

Review and assess the impact for your organization. Additionally, you might consider reviewing with your works council and updating your training and documentation as appropriate. For additional information read our Copilot Dashboard general availability announcement blog and technical documentation.