What's new in Viva Insights

We’re excited to announce a variety of new features and Power BI reports that have recently launched for Viva Insights. These new features empower customers to gain deeper insights about the business impact of Microsoft 365 Copilot, and other actionable insights about how Copilot is changing the way employees work and collaborate. In addition, we’ve expanded the organizational data upload capabilities for Viva Insights to give customers more import options that best suit their needs. Let’s dive in.  

Copilot Analytics 

First and foremost, Viva Insights will soon be included in Copilot at no additional charge as part of the new Copilot Analytics. Copilot Analytics is designed to empower every IT and business leader to measure adoption and business impact of Copilot — with out-of-the-box experiences (Copilot Dashboard and the Microsoft admin center) and customizable reporting for deeper analysis against customers’ KPIs. With Viva Insights included, IT admins and analysts can now tailor advanced prebuilt Copilot reports with their business data or create custom reports with organizational attributes, longer usage data sets, and more granular controls.

Copilot Analytics will be generally available early next year. Learn more.  

7 new Copilot metrics to complement the “Total actions count” numbers in Copilot Dashboard and Advanced Insights 

7 new Copilot metrics are now generally available in the Copilot Dashboard and advanced Copilot reporting in Viva Insights. These new metrics help leaders better understand how employees use and access Copilot throughout their day: 

• “Intelligent Recap” actions taken in Teams 

• “Visualize as table” actions taken in Word 

• “Add content to presentation” actions taken using PowerPoint 

• “Organize presentation” actions taken using PowerPoint 

• “Chat (Copilot in PowerPoint)” prompts submitted in the in-app chat section in PowerPoint 

• “Chat (Copilot in Word)” prompts submitted in the in-app chat section in Word 

• “Chat (Copilot in Excel)” prompts submitted in the in-app chat section in Excel 

As part of this update, the “Total actions taken” numbers will also be updated to reflect activity related to the Copilot features listed above. 

As a result of adding these new Copilot metrics, users can expect to see a significant increase in the “Total actions taken” count in the Copilot Dashboard impact tab. Users may also see a small increase in “Total number of active Copilot users” count in the Copilot Dashboard adoption tab.

Anyone with access to the Copilot Dashboard will now be able to view these insights. Anyone with the Viva Insights analyst role will be able to query the usage information related to these features in Viva Insights. 

Business Chat (work) prompt action metric underneath Teams and Outlook sections  

Business Chat (work) prompts submitted through Teams and Outlook now appear under both of the Teams and Outlook sections on the adoption page of the Copilot Dashboard, providing a comprehensive view of how Copilot is being utilized within Teams and Outlook. This integration empowers users to perform tasks such as summarizing chats, emails, and documents from multiple sources in Microsoft Teams.  

Business Chat (web) prompt insights under adoption & impact tabs 

Beyond Business Chat (work) prompt adoption, customers will be able to review the number of users actively using “Business Chat (web)” and the number of Business Chat (web) prompts submitted under the adoption and impact tabs. Learn more about these metrics. 

Copilot Business Outcome (Copilot Business Impact) Power BI Public Preview launch  

This new Power BI report, currently available to public preview customers, can help you better understand how specific usage behaviors of Microsoft 365 Copilot relate to business outcomes at your organization. You can define and upload your own business outcome measures, which can include a range of productivity metrics, such as “average monthly deals closed” for your sales team. 

Specifically, the report can help you answer questions such as:  

• Which Copilot usage behaviors influence specific business outcomes? And what are the groups in my organization with the biggest opportunity to boost Copilot usage?  

• How do the employees who are responsible for favorable business outcomes use Copilot?  

• How can I increase potential Copilot assisted hours and value among employees who are not as active with Copilot? 

To run this report, you’ll need to upload business outcome data using one of the two new import methods described below. Learn more about the Copilot Business Impact report. 

Import business data via .csv upload or Azure Public Preview launch   

For public preview customers, there are now two ways to import your business outcome data in the Microsoft Viva Insights’ advanced insights app: through individual .csv files that an Insights Administrator uploads directly to Viva Insights;  or through an Azure blob import. 

Uploading business data into Viva Insights helps you understand how Copilot usage influences various business outcomes, and it’s required to run the Copilot Business Impact report described above. Business outcomes might include productivity metrics at both the task and job levels, such as the number of emails sent by your sales team or the number of closed deals. 

Uploading via .csv files gives customers manual control over the upload process, while uploading with Azure sets up Viva Insights to automatically pull business data from a storage account on the Azure portal. Learn more about the .csv file method, and the Azure method. 

Copilot for Sales adoption PBI and metrics GA launch 

This new Power BI report helps leaders understand Copilot for Sales usage across their organization. These insights can help business leaders determine whether to accelerate their Copilot for Sales adoption, while giving members of their sales team powerful assistive tools to transform their work.

The report can help answer questions such as:   

• How does Copilot for Sales usage compare across groups? How does it compare across apps? 

• Which Copilot for Sales actions are contributing to key sales tasks? 

The report features over a dozen metrics to highlight how employees are using Copilot for Sales within Microsoft 365 apps such as Outlook, Teams, and Word. Learn more about the report, and its metrics. 

Import organizational data using API-based import Public Preview launch  

In addition to the new methods for importing business data mentioned above, public preview customers can now also import organizational data to Viva Insights using an API-based data import. This import option allows customers to bring data directly from their source system to the Viva Insights HR data ingress API through a zip file. This provides a new import option for customers as an alternative to using individual .csv files or Microsoft Entra ID. Learn more. 

Publish reports Public Preview launch 

We’re excited to announce that Publish reports for public preview customers is now available, designed to make organizational insights more accessible and actionable. Analysts can now publish their reports directly to recipients’ Viva Insights home pages, ensuring key metrics and dashboards are always within reach. Published reports appear as prominently displayed cards on the home page, complete with a title, description, and direct link to the report. To ensure timely visibility, recipients also receive a notification alert in Microsoft Teams. 

This feature is currently available in preview and must be enabled by Insights admins. To get started, admins can navigate to the Publish Reports tab in the Viva Insights Admin Center and agree to the Microsoft Viva Preview Agreement terms. Once enabled, this feature helps bridge the gap between analysts and decision-makers, offering a single, centralized place for leaders to access both analyst-published insights and insights from Microsoft. Try it today and streamline how your organization shares data! Learn more.

Viva Glint-Viva Insights integration GA launch 

We’re excited to announce the general availability of the integration between Viva Glint and Viva Insights. Previously available to public preview customers, this integration allows Viva Glint and Viva Insights customers to share data between the two platforms, in both directions. This means that Viva Glint survey results can be sent to Viva Insights, and Viva Insights data and metrics can be exported to Viva Glint. This adds an additional layer of data about how employees work to the employee feedback data collected within Viva Glint, and it adds additional employee sentiment feedback to the data provided by Viva Insights. 

Most importantly, the integration helps provide a clearer picture of what might be driving employee sentiment and survey responses, while also adding new context from employees to the insights about how they work. 

For example, the integration could inform customers that the most highly engaged employees also have the highest collaboration rates, or that there’s an inverse relationship between after-hours work and employee engagement rates. 

Learn more about this exciting new integration and how to set it up.  

Upload organizational data migration to Microsoft 365 admin center Wave 1 launch 

While the organizational data upload processes mentioned above are still available for most customers, we are also beginning the transition to a new and more streamlined method for uploading organizational data for Viva Insights.  

Earlier this month, we began transitioning some customers to this new method, which is done through the Microsoft 365 admin center, not the Viva Insights Advanced Analytics app. This new method centralizes data uploads across Viva and Microsoft 365 apps, making it easier to reuse organizational data across multiple apps without needing to upload data for each app separately.  

This change is being made in three transition waves, and the first batch of customers are currently being transitioned. Learn more about this move to the new platform.