Measuring Microsoft 365 Copilot Success with Viva Insights
Based on insights from Microsoft’s own adoption strategies, industry recommendations, and the capabilities of Copilot and Viva, here are best practices for a successful rollout and adoption.
Microsoft 365 offers a wide range of productivity tools and services that can transform the way organizations work.
The journey from deployment to true transformation is not a straight line; it’s a deliberate, strategic climb that demands clarity, planning, and execution.
That’s where Maximizing ROI for Adopting Microsoft 365: A Comprehensive Roadmap comes in. This book is more than a guide—it’s a toolkit for turning your Microsoft 365 investment into measurable value.
Drawing from real-world insights, industry best practices, and the Maturity Model for Microsoft 365, we provide a step-by-step framework to assess your current state, set ambitious yet achievable goals, and unlock the platform’s full potential.
Measuring Microsoft 365 Copilot Success with Viva Insights
To measure the success of Microsoft 365 Copilot using Microsoft Viva Insights, organizations can utilize the Microsoft Copilot Dashboard, a powerful tool that provides insights into readiness, adoption, impact, and user sentiment.
Data processing takes up to seven days after license assignment, and access is restricted to senior leaders or those with delegated permissions. The dashboard helps evaluate how prepared your organization is for Copilot by analyzing Microsoft 365 app usage to identify employees who can benefit from its features.
It also tracks adoption by measuring active users—those engaging with Copilot in apps like Teams, Word, or Excel at least once in the last 28 days—and monitors interaction frequency and feature utilization, aiming for 70-80% active user rates within six months.
To assess impact, the dashboard quantifies productivity gains, such as hours assisted by Copilot or reduced meeting times due to summarization, and allows comparisons between Copilot and non-Copilot users. Sentiment is captured through Viva Pulse or Viva Glint surveys, integrated into the dashboard, using questions like “Does Copilot improve your work quality?” to gauge employee feedback.
For deeper analysis, admins can upload organizational data via the Microsoft 365 Admin Center and use Power BI templates to generate custom reports on adoption trends or business outcomes, such as sales performance. Continuous monitoring, privacy compliance, and stakeholder engagement are key to refining implementation. Low adoption or negative feedback signals the need for enhanced training or optimized workflows.
By leveraging these insights, organizations can demonstrate Copilot’s ROI and drive successful AI adoption across teams.
