From 10f52b3c310330b4d76727406a2c2e834989d078 Mon Sep 17 00:00:00 2001 From: Daisy Feller Date: Wed, 2 Oct 2024 09:04:02 -0700 Subject: [PATCH 1/9] metadata --- Viva/amplify/copilot-in-viva-amplify.md | 2 ++ Viva/copilot/copilot-access-management.md | 1 + Viva/engage/configure-copilot-for-engage.md | 4 +++- Viva/goals/copilot-intro.md | 4 +++- 4 files changed, 9 insertions(+), 2 deletions(-) diff --git a/Viva/amplify/copilot-in-viva-amplify.md b/Viva/amplify/copilot-in-viva-amplify.md index 0a4eed8aa9..cb8e14ddab 100644 --- a/Viva/amplify/copilot-in-viva-amplify.md +++ b/Viva/amplify/copilot-in-viva-amplify.md @@ -14,6 +14,8 @@ ms.collection: - m365initiative-viva-amplify - highpri - Tier1 + - viva-copilot + - magic-ai-copilot ms.localizationpriority: medium description: Learn about Copilot in Microsoft Viva Amplify. --- diff --git a/Viva/copilot/copilot-access-management.md b/Viva/copilot/copilot-access-management.md index 7cbbb706d8..2f7debfbf7 100644 --- a/Viva/copilot/copilot-access-management.md +++ b/Viva/copilot/copilot-access-management.md @@ -17,6 +17,7 @@ ms.collection: - highpri - tier1 - viva-copilot +- magic-ai-copilot search.appverid: - MET150 description: Control who can access Copilot in Microsoft Viva diff --git a/Viva/engage/configure-copilot-for-engage.md b/Viva/engage/configure-copilot-for-engage.md index 3ebb509638..b6eb9018bf 100644 --- a/Viva/engage/configure-copilot-for-engage.md +++ b/Viva/engage/configure-copilot-for-engage.md @@ -9,7 +9,9 @@ ms.date: 09/12/2024 audience: Admin ms.topic: article ms.service: viva-engage -ms.collection: viva-copilot +ms.collection: +- viva-copilot +- magic-ai-copilot ms.localizationpriority: medium search.appverid: - MET150 diff --git a/Viva/goals/copilot-intro.md b/Viva/goals/copilot-intro.md index b0e0b7e17b..12e75ff392 100644 --- a/Viva/goals/copilot-intro.md +++ b/Viva/goals/copilot-intro.md @@ -15,7 +15,9 @@ ms.collection: - Strat_SP_modern - M365-collaboration - m365initiative-viva-goals -- vg-integration +- vg-integration +- viva-copilot +- magic-ai-copilot search.appverid: - MET150 description: "Learn how to use Copilot in Viva Goals to create, share, manage, and summarize organizational goals." From f5ee110d025e5ce638a81292ca52c101663243ae Mon Sep 17 00:00:00 2001 From: Rebecca Agiewich <16087112+rjagiewich@users.noreply.github.com> Date: Wed, 2 Oct 2024 09:44:15 -0700 Subject: [PATCH 2/9] acro fix --- Viva/engage/configure-copilot-for-engage.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/Viva/engage/configure-copilot-for-engage.md b/Viva/engage/configure-copilot-for-engage.md index b6eb9018bf..f852855a08 100644 --- a/Viva/engage/configure-copilot-for-engage.md +++ b/Viva/engage/configure-copilot-for-engage.md @@ -45,7 +45,7 @@ For details on Microsoft Viva plans and pricing, visit the [Employee Experience ## Control access to Copilot and AI Summarization services -Access to Copilot and AI Summarization are managed separately through the [Viva feature access management platform](/viva/feature-access-management). Feature access management allows admins to create three types of access policies (tenant, users, and groups) for each feature through PowerShell commandlets. Policies provide a flexible and scalable approach to deployment. +Access to Copilot and AI Summarization is managed separately through the [Viva feature access management platform](/viva/feature-access-management). Feature access management allows admins to create three types of access policies (tenant, users, and groups) for each feature through PowerShell commandlets. Policies provide a flexible and scalable approach to deployment. Policy settings apply anytime a user signs in, allowing the user access to all enabled features. Because you can set multiple access policies--targeting the tenant, groups, and individual users--a user can be impacted by more than one policy. Individual user and group level policies always take priority over a tenant-level policy. For instructions, see [Control access to features in Viva](/viva/feature-access-management). From 07a4a758a80ff2033a0499f53353d818e847fe5b Mon Sep 17 00:00:00 2001 From: zachminers <138257873+zachminers@users.noreply.github.com> Date: Wed, 2 Oct 2024 10:46:26 -0600 Subject: [PATCH 3/9] Update partitions.md --- Viva/insights/advanced/admin/partitions.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/Viva/insights/advanced/admin/partitions.md b/Viva/insights/advanced/admin/partitions.md index 054c5e3ace..5d39902e5e 100644 --- a/Viva/insights/advanced/admin/partitions.md +++ b/Viva/insights/advanced/admin/partitions.md @@ -1,5 +1,5 @@ --- -ms.date: 01/08/2024 +ms.date: 10/02/2024 title: Partitions in Viva Insights description: Learn how to create analyst workspaces in the advanced insights app. author: zachminers @@ -27,7 +27,7 @@ Or maybe you create a bucket just for employees in your company’s US offices. Also, you might choose to assign a few analysts to the reservoir (the global partition). These analysts can access your entire company’s dataset, see all data, and run queries on all employees in the organization. We go into more detail about the global partition later on in this article. -> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1lda2] +> [!VIDEO 507adcbc-e1a7-4ea8-8396-5433a8e88b35] Here’s a visual representation of how partitions work. In this scenario, the admin set up three partitions. Notice that some analysts are assigned to multiple partitions, some are assigned to the global partition, and some are only assigned to a single partition. From 11174102d32cd40a73fe2556cfc8923b0f8ee603 Mon Sep 17 00:00:00 2001 From: zaidjiwani1 <157428957+zaidjiwani1@users.noreply.github.com> Date: Wed, 2 Oct 2024 10:38:10 -0700 Subject: [PATCH 4/9] Update introduction-to-viva-pulse.md added information about authors answer their own pulses --- Viva/pulse/introduction-to-viva-pulse.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/Viva/pulse/introduction-to-viva-pulse.md b/Viva/pulse/introduction-to-viva-pulse.md index e3180e7691..ebde866694 100644 --- a/Viva/pulse/introduction-to-viva-pulse.md +++ b/Viva/pulse/introduction-to-viva-pulse.md @@ -11,7 +11,7 @@ ms.collection: - essentials-get-started - essentials-overview - essentials-navigation -ms.date: 08/04/2023 +ms.date: 10/02/2024 ms.topic: overview ms.service: viva-pulse ms.localizationpriority: medium @@ -33,7 +33,7 @@ For Viva Pulse in the Microsoft 365 environment, users can have one or more of t ### Feedback author -Feedback authors are users in your organization who can send Pulse requests to their direct reports, team members, or other users in the organization. Authors can request feedback from the available research-backed templates and can leverage the following options to personalize the Pulse to their team’s needs: +Feedback authors are users in your organization who can send Pulse requests to their direct reports, team members, or other users in the organization. If they choose, authors can also add themselves as a recipient to their own pulses. Authors can request feedback from the available research-backed templates and can leverage the following options to personalize the Pulse to their team’s needs: * If adding new questions is enabled for your organization, authors can add their own questions to any of the templates. For more information, see [Set up the in-app Viva Pulse experience](./setup-admin-access/set-up-in-app-pulse-experience.md#customization). * If editing stock questions is enabled for your organization, authors can update, reorder, or delete the provided questions in any of the templates. For more information, see [Set up the in-app Viva Pulse experience](./setup-admin-access/set-up-in-app-pulse-experience.md#customization). From e4137c1b4f76b4792cf4cd4c385cff926eb5c0f7 Mon Sep 17 00:00:00 2001 From: Liza Poggemeyer Date: Wed, 2 Oct 2024 14:51:22 -0400 Subject: [PATCH 5/9] Added new note about global admin perms required --- Viva/organizational-data-copilot.md | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/Viva/organizational-data-copilot.md b/Viva/organizational-data-copilot.md index 7f4c2022a2..2dfd8d1dc7 100644 --- a/Viva/organizational-data-copilot.md +++ b/Viva/organizational-data-copilot.md @@ -4,7 +4,7 @@ ms.reviewer: elizapo ms.author: elizapo author: lizap manager: elizapo -ms.date: 09/16/2024 +ms.date: 10/02/2024 audience: Admin f1.keywords: - NOCSH @@ -23,10 +23,11 @@ description: "Use organizational data in the Microsoft Copilot Dashboard" --- # Use organizational data in the Microsoft Copilot Dashboard -If you've configured [Organizational Data in Microsoft 365](organizational-data.md), you can view and use your organizational data in the [Microsoft Copilot Dashboard](insights/org-team-insights/delegate-access.md) (as long as you've got a Microsoft 365 Copilot license). Use the following information to configure and manage organizational data for the Copilot Dashboard. +If you've configured [Organizational Data in Microsoft 365](organizational-data.md), you can view and use your organizational data in the [Microsoft Copilot Dashboard](insights/org-team-insights/copilot-dashboard.md) (as long as you've got a Microsoft 365 Copilot license). Use the following information to configure and manage organizational data for the Copilot Dashboard. > [!NOTE] -> To see data in the Copilot Dashboard, you need either 50 Microsoft 365 Copilot licenses or 10 Viva Insights license. +> - To see data in the Copilot Dashboard, you need either 50 Microsoft 365 Copilot licenses or 10 Viva Insights license. +> - To view the configuration of organizational data in the Copilot Dashboard and to make changes as described in this article, you must have Microsoft 365 Global Admin permissions. Your configuration experience with Organizational Data in Microsoft 365 and Copilot depends on whether you're configuring organizational data for the first time or if you've previously set it up and are now adding Copilot into your infrastructure. From 186dde9a3c8ef76b3d49ed9fbbc2138bc854bd7d Mon Sep 17 00:00:00 2001 From: zachminers <138257873+zachminers@users.noreply.github.com> Date: Wed, 2 Oct 2024 14:50:21 -0600 Subject: [PATCH 6/9] Update metrics.md --- Viva/insights/advanced/reference/metrics.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/Viva/insights/advanced/reference/metrics.md b/Viva/insights/advanced/reference/metrics.md index ddf19632da..32f43a9f4f 100644 --- a/Viva/insights/advanced/reference/metrics.md +++ b/Viva/insights/advanced/reference/metrics.md @@ -1,5 +1,5 @@ --- -ms.date: 9/18/2024 +ms.date: 10/2/2024 title: Advanced insights metric descriptions description: Describes the metrics for analysis data that are available in Microsoft Viva Insights, including query metrics and Power BI template metrics author: zachminers @@ -201,7 +201,7 @@ These metrics provide insights around how employees are using Microsoft 365 Copi | Summarize Word document actions taken using Copilot in Word | The number of times users summarized Word documents using Copilot. | 10/15/2023 | | Create presentation actions taken using Copilot | The number of times users created PowerPoint presentations using Copilot. | 10/15/2023 | | Summarize presentation actions taken using Copilot in PowerPoint | Number of times users summarized PowerPoint presentations with Copilot. | 10/15/2023 | -| Total meeting hours summarized | The number of hours of meetings summarized by Copilot. Each meeting summarized represents a meeting where the user sent a prompt in the meeting Copilot dialog (including suggested prompts and user-generated prompts). This metric does *not* include meeting summaries accessed through Intelligent Recap. | 12/18/2023 | +| Meeting hours summarized by Copilot in Teams | The number of hours of meetings summarized by Copilot. Each meeting summarized represents a meeting where the user sent a prompt in the meeting Copilot dialog (including suggested prompts and user-generated prompts). This metric does *not* include meeting summaries accessed through Intelligent Recap. | 12/18/2023 | | Compose chat message actions taken using Copilot in Teams | The number of chat and channel message drafts created in Teams using Copilot. | 10/15/2023 | | Copilot actions taken in Business Chat (work) | The number of Copilot actions completed by active Copilot users in Copilot with Graph-grounded chat (formerly called Microsoft 365 Chat). | 10/15/2023 | | Generate email draft actions taken using Copilot in Outlook | The number of times users generated email drafts using Copilot. | 11/15/2023 | From 187f89892520d840b353587402dee85d1e29cbf8 Mon Sep 17 00:00:00 2001 From: Evan Atkin <94998739+AtkinE@users.noreply.github.com> Date: Wed, 2 Oct 2024 17:15:33 -0400 Subject: [PATCH 7/9] freshness review of document Reviewed document and fixed some links. --- Viva/connections/launch-viva-connections.md | 23 +++++++++------------ 1 file changed, 10 insertions(+), 13 deletions(-) diff --git a/Viva/connections/launch-viva-connections.md b/Viva/connections/launch-viva-connections.md index ddd4ffd318..8dd6afd1d5 100644 --- a/Viva/connections/launch-viva-connections.md +++ b/Viva/connections/launch-viva-connections.md @@ -1,5 +1,5 @@ --- -ms.date: 6/19/2023 +ms.date: 10/02/2024 title: "Launch Viva Connections for your organization" ms.reviewer: ms.author: evanatkin @@ -19,40 +19,37 @@ ms.collection: search.appverid: - SPO160 - MET150 -description: "Launch Viva Connections for your organization" +description: "An overview of creating a plan to launch Viva Connections for your organization." --- # Launch Viva Connections for your organization -After [planning](plan-viva-connections.md), [building](build-viva-connections.md), and testing Viva Connections, it’s time to let the rest of the organization know that it's available for use. +After your organization has finished the [planning](plan-viva-connections.md), [building](build-viva-connections.md), and testing of Viva Connections, it’s time to let the rest of the organization know that it's available for use. -## Step 1: Consider tactics to spread the news: +## Step 1: Consider tactics to spread the news Consider where and how different audiences get news and announcements. For example, frontline workers might get the most important news in team meetings and hybrid workers might be used to getting SharePoint news in Outlook. -- **Announce your organization’s instance of Viva Connections at an event:** Kick off the announcement about the availability of Viva Connections at an all-hands (or sometimes called a Town Hall) meeting where everyone in the organization will attend or can view a recording later. -- **Use communication tools like SharePoint news and Viva Engage communities:** Share details about the Viva Connections launch along with any change management guidance or end-user training in an [organizational news post](https://support.microsoft.com/office/create-and-share-news-on-your-sharepoint-sites-495f8f1a-3bef-4045-b33a-55e5abe7aed7#:~:text=In%20SharePoint%20Online%2C%20you%20can%20add%20news%20posts,instructions%20Create%20the%20news%20post%20.%20See%20More), [Viva Engage communities](https://support.microsoft.com/office/start-a-conversation-in-viva-engage-da65b1c3-6651-4141-8dbd-d50d61b98a6e), and [Microsoft Teams channels](https://support.microsoft.com/office/create-and-format-a-post-e66777da-636b-49eb-9408-b0d88b212885). -- **Consider hosting training events or offering office hours:** Make sure end-users get the most from Viva Connections by offering ongoing support the first 30 days after launching. +- **Announce your organization’s instance of Viva Connections at an event:** Kick off the announcement about the availability of Viva Connections at an all-hands or Town Hall meeting where everyone in the organization attends or can view a recording later. +- **Use communication tools like SharePoint news and Viva Engage communities:** Share details about the Viva Connections launch along with any change management guidance or end-user training in an [organizational news post](https://support.microsoft.com/office/create-and-share-news-on-your-sharepoint-sites-495f8f1a-3bef-4045-b33a-55e5abe7aed7#:~:text=In%20SharePoint%20Online%2C%20you%20can%20add%20news%20posts,instructions%20Create%20the%20news%20post%20.%20See%20More), [Viva Engage communities](https://support.microsoft.com/topic/dc806ad9-73bb-49ae-9c68-d800fd902649), and [Microsoft Teams channels](https://support.microsoft.com/office/8e7b8f6f-0f0d-41c2-9883-3dc0bd5d4cda). +- **Consider hosting training events or offering office hours:** Make sure end-users get the most from Viva Connections by offering ongoing support the first 30 days after launching. - **Use the Viva email and poster templates:** Get a jump start on creating [communication materials for the Viva Connections launch](https://adoption.microsoft.com/viva/). ## Step 2: Announce Viva Connections -One final task is announcing Viva Connections. Communications should be engaging and interactive where possible. Ensure end users can quickly understand how this new tool will improve their jobs and makes getting news and access to important resources easier than before. - -Emphasize that Viva Connections is a customized and personalized experience that is accessed in Microsoft Teams, or through SharePoint (if the experience was created using an existing intranet home site), so it's likely there aren't any brand-new tools being introduced. +One final task is announcing Viva Connections. Communications should be engaging and interactive where possible. Ensure end users can quickly understand how this new tool improves their jobs and makes getting news and access to important resources easier than before. Emphasize that Viva Connections is a customized and personalized experience that is accessed in Microsoft Teams or through SharePoint (if the experience was created using an existing intranet home site). ### Best practices for launching Viva Connections - Plan to engage with users where they already meet and share information (for example, if your organization already meets in Teams, plan to post in channels.) -- Use multiple communication methods and channels in order to reach most your target audience. -- [Share tutorial videos with end users](https://support.microsoft.com/office/your-intranet-is-now-in-microsoft-teams-8b4e7f76-f305-49a9-b6d2-09378476f95b) to help them understand how to use the tool. +- Reach most of your target audience by using multiple communication methods and channels. - Continue to engage [early adopters and champions](https://adoption.microsoft.com/roles/champion/) and use their enthusiasm and expertise to engage the rest of the organization during meetings or training sessions. - Regularly revisit success metrics over the first 90 days to track progress and learn more about how audiences engage with Viva Connections. - Ask end users for feedback and provide multiple ways to connect so that the experience can be improved over time ## Step 3: Use champions and provide continued support -[Champions](/microsoftteams/teams-adoption-create-champions-program) are critical to the success of adoption. They're power-users with a desire to help others along the way. Often, they're closest to the business outcomes your organization is trying to realize. Empower them with our programs or become one yourself by learning in our world wide community. Use champions to help others adopt Viva Connections by providing ongoing support in training events and other learning opportunities. +Champions are critical to the success of adoption. They're power-users with a desire to help others along the way. Often, they're closest to the business outcomes your organization is trying to realize. Empower them with our programs or become one yourself by learning in our world wide community. Use champions to help others adopt Viva Connections by providing ongoing support in training events and other learning opportunities. See the example of [using a champion program for Microsoft Teams]((/microsoftteams/teams-adoption-create-champions-program)) for some ideas of creating a program for Viva Connections. ## Learn more From d8599565bdeda9d42c3b0bceec2a3992729daa17 Mon Sep 17 00:00:00 2001 From: Alicia Weixelman Date: Wed, 2 Oct 2024 17:03:42 -0500 Subject: [PATCH 8/9] Update employee-raw-data-export.md --- Viva/glint/setup/employee-raw-data-export.md | 14 +++++++------- 1 file changed, 7 insertions(+), 7 deletions(-) diff --git a/Viva/glint/setup/employee-raw-data-export.md b/Viva/glint/setup/employee-raw-data-export.md index 0dea6fd1d8..5c088f1dc1 100644 --- a/Viva/glint/setup/employee-raw-data-export.md +++ b/Viva/glint/setup/employee-raw-data-export.md @@ -16,7 +16,7 @@ search-appverid: MET150 ms.topic: article ms.service: viva-glint ms.localizationpriority: high -ms.date: 09/25/2024 +ms.date: 10/02/2024 --- # Access Viva Glint raw survey responses @@ -114,19 +114,19 @@ For closed surveys where raw survey responses were enabled, admins can export ra 2. Select your survey program and go to the **Completed** cycles tab. 3. On the row with the appropriate cycle, select the ellipses (three dots) and then **Export Raw Survey Responses.** 4. In the export pane that appears: - 1. Choose whether to include **Comments** and the **Survey Sent Date** in the **Export Options** section. - 2. Select attributes that you want to include in the *Attributes* section. + 1. Choose whether to include **Comments**, **Survey Sent Date**, and **Use question's description instead of UUID** in the **Export Options** section. + 2. Select attributes that you want to include in the **Attributes** section. 3. After making all selections, select **Export**. 5. Your .csv file downloads to your device. Larger files can take more time to generate; you receive an email when your file is ready to download. ### Export raw response data for Lifecycle and Always-On surveys -1. Go to **configuration** and select **Survey Programs.** +1. Go to **Configuration** and select **Survey Programs.** 2. Select your survey program and then the **Actions** menu. 3. Choose **Export Raw Survey Responses.** 4. In the export pane: 1. Select a Start Date and End Date in the **Date Range** section. - 2. Choose whether to include **Comments** and the **Survey Sent Date** in the *Export Options* section. + 2. Choose whether to include **Comments**, **Survey Sent Date**, and **Use question's description instead of UUID** in the **Export Options** section. 3. Select attributes that you want to include in the **Attributes** section. 4. After you make all selections, select **Export**. 5. The .csv file downloads to your device. Larger files can take more time to generate; you receive an email when your file is ready to download. @@ -145,8 +145,8 @@ The fields included in your Viva Glint raw survey response exports vary based on |ItemText3 |Full text of survey item. |Numeric response value.| >[!NOTE] -> - The export option will only be available to admins. -> - The export option will only be enabled for a survey cycle if the raw survey response export was enabled for the selected survey program before the survey went live. +> - The export option is only be available to admins. +> - The export option is only enabled for a survey cycle if the raw survey response export was enabled for the selected survey program before the survey went live. >[!CAUTION] > Once a survey is live, the choice to enable or disable raw survey response export can't be changed for that survey. From f5e566cd3bbd135157ff225133483c2dee39e85d Mon Sep 17 00:00:00 2001 From: Evan Atkin <94998739+AtkinE@users.noreply.github.com> Date: Wed, 2 Oct 2024 18:17:44 -0400 Subject: [PATCH 9/9] Update launch-viva-connections.md Updated description metadata and fixed link --- Viva/connections/launch-viva-connections.md | 5 +++-- 1 file changed, 3 insertions(+), 2 deletions(-) diff --git a/Viva/connections/launch-viva-connections.md b/Viva/connections/launch-viva-connections.md index 8dd6afd1d5..4cfb243c7e 100644 --- a/Viva/connections/launch-viva-connections.md +++ b/Viva/connections/launch-viva-connections.md @@ -19,7 +19,7 @@ ms.collection: search.appverid: - SPO160 - MET150 -description: "An overview of creating a plan to launch Viva Connections for your organization." +description: "Prepare your organization for the launch of Viva Connections by using news posts, announcements, and Champions." --- # Launch Viva Connections for your organization @@ -49,7 +49,8 @@ One final task is announcing Viva Connections. Communications should be engaging ## Step 3: Use champions and provide continued support -Champions are critical to the success of adoption. They're power-users with a desire to help others along the way. Often, they're closest to the business outcomes your organization is trying to realize. Empower them with our programs or become one yourself by learning in our world wide community. Use champions to help others adopt Viva Connections by providing ongoing support in training events and other learning opportunities. See the example of [using a champion program for Microsoft Teams]((/microsoftteams/teams-adoption-create-champions-program)) for some ideas of creating a program for Viva Connections. +Champions are critical to the success of adoption. They're power-users with a desire to help others along the way. Often, they're closest to the business outcomes your organization is trying to realize. Empower them with our programs or become one yourself by learning in our world wide community. Use champions to help others adopt Viva Connections by providing ongoing support in training events and other learning opportunities. See the example of [using a champion program for Microsoft Teams](/OfficeDocs-SkypeForBusiness/Teams +/teams-adoption-create-champions-program) for some ideas of creating a program for Viva Connections. ## Learn more