diff --git a/copilot/TOC.yml b/copilot/TOC.yml index 1aa5373677e..62e780d78d2 100644 --- a/copilot/TOC.yml +++ b/copilot/TOC.yml @@ -41,6 +41,8 @@ href: microsoft-365-copilot-page.md - name: Pin Microsoft Copilot to the navigation bar href: pin-copilot.md + - name: Manage Scheduled prompts + href: scheduled-prompts.md - name: Enable Facilitator in Microsoft Teams href: /microsoftteams/facilitator-teams?toc=%2Fcopilot%2Fmicrosoft-365%2Ftoc.json&bc=%2Fcopilot%2Fmicrosoft-365%2Fbreadcrumb%2Ftoc.json - name: Manage Copilot for Microsoft Teams meetings and events diff --git a/copilot/media/prompt-set-up.png b/copilot/media/prompt-set-up.png new file mode 100644 index 00000000000..abe1653524a Binary files /dev/null and b/copilot/media/prompt-set-up.png differ diff --git a/copilot/media/prompts-org-policy.png b/copilot/media/prompts-org-policy.png new file mode 100644 index 00000000000..b2e71142244 Binary files /dev/null and b/copilot/media/prompts-org-policy.png differ diff --git a/copilot/scheduled-prompts.md b/copilot/scheduled-prompts.md new file mode 100644 index 00000000000..5eb1354db23 --- /dev/null +++ b/copilot/scheduled-prompts.md @@ -0,0 +1,99 @@ +--- +title: "Manage Scheduled prompts for Microsoft 365 Copilot" +f1.keywords: +- NOCSH +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 12/06/2024 +audience: Admin +ms.topic: how-to +ms.service: microsoft-365-copilot +ms.localizationpriority: medium +ms.collection: +- scotvorg +- m365copilot +- magic-ai-copilot +description: "Learn about managing Scheduled prompts for Microsoft 365 Copilot, admin controls, data policies, and user management steps." +--- + +# Manage Scheduled prompts for Microsoft 365 Copilot + +Scheduled prompts in Microsoft 365 Copilot allow users to automate Copilot prompts to run at set times and frequencies in Microsoft Teams, Office.com/chat, and Microsoft Outlook for the web and Desktop. As an admin, you can manage this feature for your organization. + +>[!NOTE] +> This feature is in preview. As an admin, you can opt-in to making this feature available to your organization. To learn more, see [Opt in or out of preview](#opt-in-or-out-of-preview). + +## Before you begin + +You must have both of the following licenses to manage Scheduled prompts: + +- Microsoft 365 Copilot license (in the Copilot subscription) +- Standard Microsoft Power Automate license + +Before you start using the Scheduled prompts feature, ensure that the Optional connected experiences setting is on in your tenant admin portal. This setting should be on by default, but you can double-check by accessing the Optional connected experiences setting at [config.office.com](https://config.office.com/). + +Additionally, if you block all new connectors by default using Power Platform Data Loss Prevention (DLP) policies, you need to run the following command to explicitly reclassify the connector: + +```powershell +$connectorsToReclassify = @([pscustomobject]@{ + id = "/providers/Microsoft.PowerApps/apis/shared_bizchat" + name = "Copilot for Microsoft 365" + type = "providers/Microsoft.PowerApps/apis" +}) +Add-ConnectorsToPolicy -PolicyName {TENANT_DLP_POLICY_GUID} -Connectors $connectorsToReclassify -Classification {'Confidential'|'General'} +``` + +To learn more about adding connectors to policies, see [Add-ConnectorsToPolicy](/powershell/module/microsoft.powerapps.administration.powershell/add-connectorstopolicy). + +## Admin controls + +To use the Scheduled prompts feature as an admin, no action is required if no DLP policies are in place and if the Optional connected experiences setting is already enabled. This feature is automatically included as part of the Optional Connected Experiences admin setting. However, if you have DLP policies in place that block new connectors, you might need to run the command script mentioned previously. You can check if you have such policies in the [Power Platform admin center](https://admin.powerplatform.microsoft.com). + +If you prefer to not have this feature available to your organization, you can disable the Optional connected experiences setting at [config.office.com](https://config.office.com/). For more information, see [Admin controls for optional connected experiences](/microsoft-365-apps/privacy/optional-connected-experiences). + +If you turn off the Optional connected experiences setting, this action prevents anyone in your organization from seeing Scheduled prompts in Copilot. + +### Data policies + +To prevent exposing organizational data, you should also create a data policy in the [Power Platform admin center](https://admin.powerplatform.microsoft.com). Creating a data policy in the center allows you to control access to these connectors in various ways to help reduce risk in your organization. To learn more, see [Data policies - Power Platform](/microsoft-365-apps/privacy/optional-connected-experiences). + +## Disabling Scheduled prompts + +:::image type="content" source="media/prompts-org-policy.png" alt-text="Screenshot showing the pop-up that informs users of their organization's data policy." lightbox="media/prompts-org-policy.png"::: + +If you disable this feature after someone in your organization has already used it: + +- Users will no longer be able to manage previously scheduled prompts. +- Sessions for previously run scheduled prompts continue to exist. +- Users will no longer see the Scheduled prompts feature or the prompt management pane if the Optional Connected Experiences setting is disabled. + +Users will still see the feature if the Optional Connected Experiences setting is enabled and DLP policies are in place, but they won't be able to successfully create a scheduled prompt, and will be made aware that this failure is a result of their organization’s data policy. + +## User controls + +:::image type="content" source="media/prompt-set-up.png" alt-text="Screenshot showing the setup text for a new scheduled prompt in Copilot." lightbox="media/prompt-set-up.png"::: + +Your users can find the Scheduled prompts feature by hovering over a prompt they have submitted to Copilot. When a user selects the Save and activate button to confirm the scheduled prompt, a user's prompt information will be sent to the Power Automate and Power Platform system, and the [Power Automate terms of service and privacy policy](/power-platform/admin/wp-compliance-data-privacy) apply. + +To manage their Scheduled prompts, users can follow these steps: + +1. Hover over the prompt they have submitted to Copilot. +2. Select the prompt management pane. +3. From there, users can view and delete their scheduled prompts. + +Users can schedule up to 10 prompts to run at specific times, with responses delivered to the right rail of their Bizchat experience. These prompts can be set to run on a recurring basis, ensuring users receive necessary information aligned with their workflow. Responses from scheduled prompts are bolded and have a recurring icon to help users identify them easily. + +To learn more about prompts for your users, see [Learn about Copilot prompts](https://support.microsoft.com/topic/learn-about-copilot-prompts-f6c3b467-f07c-4db1-ae54-ffac96184dd5). + +## Opt in or out of preview + +If you’re interested in joining the preview, you must opt in. To be eligible, you must have: + +- Copilot license +- Optional connected experiences admin toggle enabled +- DLP policies configured to allow the Microsoft 365 Copilot connector in your default Power Platform environment + +You can start the opt-in process by submitting a support ticket and stating that you would like to join the Scheduled Prompts preview. Our engineers can help validate eligibility criteria and enroll you into the preview program. + +To opt out of the preview, you can similarly submit a customer support ticket requesting to opt out. To learn more about how to do this, see [Get support for Microsoft 365 for business](/microsoft-365/admin/get-help-support). diff --git a/microsoft-365/admin/TOC.yml b/microsoft-365/admin/TOC.yml index 9cb251aac36..1e6c3e3f7ed 100644 --- a/microsoft-365/admin/TOC.yml +++ b/microsoft-365/admin/TOC.yml @@ -277,6 +277,8 @@ href: activity-reports/activity-reports.md - name: Active Users href: activity-reports/active-users-ww.md + - name: Agent usage in Microsoft 365 Copilot + href: activity-reports/agent-usage.md - name: Microsoft browser usage href: activity-reports/browser-usage-report.md - name: Microsoft 365 Copilot readiness diff --git a/microsoft-365/admin/activity-reports/agent-usage.md b/microsoft-365/admin/activity-reports/agent-usage.md new file mode 100644 index 00000000000..3f14ddfc57d --- /dev/null +++ b/microsoft-365/admin/activity-reports/agent-usage.md @@ -0,0 +1,114 @@ +--- +title: "Agent usage in Microsoft 365 Copilot" +ms.author: camillepack +author: camillepack +manager: scotv +ms.date: 10/02/2024 +audience: Admin +ms.topic: concept-article +ms.service: microsoft-365-copilot +ms.localizationpriority: medium +ms.collection: +- Tier2 +- scotvorg +- M365-subscription-management +- Adm_O365 +- Adm_NonTOC +- m365copilot +- magic-ai-copilot +ms.custom: AdminSurgePortfolio +search.appverid: +- BCS160 +- MST160 +- MET150 +- MOE150 +description: "Learn about agent usage in Microsoft 365 copilot and gain insights into the Microsoft 365 Copilot activity in your organization." +--- + +# Microsoft 365 reports in the admin center – Agent usage in Microsoft 365 Copilot + +In the Microsoft 365 Copilot agent usage report, you can view the adoption of agents in Microsoft 365 Copilot in your org. For agent activity on a given day, the report becomes available within 72 hours of the end of that day (in UTC). + +> [!NOTE] +> The report is currently limited to agents built by your org through Microsoft Copilot Studio or Teams Tool Kit (including admin-approved agents and agents created by users through agent builder). The report captures usage of agents in Business Chat (work) and Copilot in Word and PowerPoint. SharePoint agents and agents built by Microsoft and Microsoft partners are not yet included but will be added at a later date. + +## How do I get to the agent usage in Microsoft 365 Copilot report? + +1. In the admin center, go to Reports > Usage. +1. Select the Microsoft 365 Copilot page. +1. Select the Agent tab to view adoption and usage metrics. + +## Interpret the Microsoft 365 Copilot agent report + +You can use this report to see the usage of Copilot agents in your organization that were built by your organization and include agents that are approved by an admin and agents created via agent builder and shared with users in your org. Admins can manage agents in the same way as they manage any other app in the Integrated apps section of the Microsoft 365 admin center. Learn more in [Manage Copilot agents in Integrated Apps](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps). + +At the top, you can filter by different periods. The Microsoft 365 Copilot agent report can be viewed over the last 7 days, 30 days, 90 days, or 180 days: + +> [!NOTE] +> Copilot agent data is only available starting Nov 1, 2024. + +:::image type="content" source="../../media/agents-hero-metrics.png" alt-text="Screenshot showing the active agents metrics for Microsoft 365 Copilot."::: + +**Active agents** shows the distinct number of apps with a declarative agent element in that app with at least one active user over the selected time period. For more information, see [Declarative agents FAQ](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps). As defined earlier, only agents that have been created by your org including both admin approved and shared by users in your org are included. + +End-users interact with agents in two ways: either by at-mentioning the agent in a chat experience or by selecting the agent from the right-side panel in Business Chat or from the hamburger menu on the top left corner in Copilot in Word or PowerPoint. An active user of an agent is a user who sends a prompt request to an agent and receives a response. + +In Recommendations, the recommended action card suggests that admins visit the Integrated apps section of the Microsoft 365 admin center to explore and enable additional agents for users in their org. + +:::image type="content" source="../../media/agents-recommendation.png" alt-text="Screenshot showing the recommendation card for the Microsoft 365 Copilot usage report." lightbox="../../media/agents-recommendation.png"::: + +To learn more about managing and enabling agents in your org, see [Manage Copilot agents in Integrated Apps](/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps). + +You can see the following summary charts in this report as default view: + +:::image type="content" source="../../media/agents-summary.png" alt-text="Screenshot showing the summary chart for agent usage in Microsoft 365 Copilot." lightbox="../../media/agents-summary.png"::: + +The definition of active agents is the same as provided earlier. + +You can switch between Summary view and Trend view. + +**Summary view** shows you the total number of agents that were actively used over the selected time frame. + +**Trend view** shows you the count of active agents on a daily basis over the selected time frame. + +:::image type="content" source="../../media/agents-trend-chart.png" alt-text="Screenshot showing the trend chart for agent usage in Microsoft 365 Copilot." lightbox="../../media/agents-trend-chart.png"::: + +## Agent details table + +:::image type="content" source="../../media/agents-details.png" alt-text="Screenshot showing the detail table for agent usage in Microsoft 365 Copilot." lightbox="../../media/agents-details.png"::: + +| Item | Description | +| --- | --- | +| Agent ID | An agent is an element of an app. The ID is the app identifier as present in the app manifest. | +| Agent name | The name of the app as present in the app manifest. | +| Active users in Copilot | The number of distinct users in your organization that are using the agent. | +| Last activity date (UTC) | The date when that agent was last used by anyone in your organization. | + +> [!NOTE] +> Due to system limitations, the Agents details table only displays admin-approved agents. Agents created and shared via Agent Builder are not yet included in the table, although usage of these agents does count towards the aggregated metrics displayed above the details section. + +## FAQ + +### Are agents created from Microsoft Copilot Studio and Teams Tool Kit included? + +Yes. These are the agents that usage is reported for: + +- Agents created in Microsoft Copilot studio by users in your org and approved by admin. +- Agents created in Teams Tool kit by users in your org and approved by admin. +- Agents created by users through [agent builder](/microsoft-365-copilot/extensibility/copilot-studio-agent-builder) for users that have this feature enabled and shared with other users in your org. + +### Are agents published by Microsoft or Microsoft Partners included? + +No. Currently, the report does not include the usage of agents built by Microsoft or Partners. + +### Why am I not seeing all the active agents in the Agent details table? + +Due to system limitations, information about agents created by users through [agent builder](/microsoft-365-copilot/extensibility/copilot-studio-agent-builder) is not currently displayed in the details table. However, usage of these agents is included in the aggregated metrics above the table. + +### How can I see which users actively used specific agents? + +This information is not available in the report at this time, but may be added at a later date. + +### How does agent usage impact overall Microsoft 365 Copilot usage? + +Agent usage is already included in the top-line Microsoft 365 Copilot usage number, as agents can only be used via Business Chat and Copilot in Office apps. Usage of these apps is already captured in the all-up Microsoft 365 Copilot usage report, which includes data for all features and functionalities of Copilot. diff --git a/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage.md b/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage.md index e6333c0eeec..a6bca313b7f 100644 --- a/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage.md +++ b/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage.md @@ -29,7 +29,7 @@ description: "Learn how to get the Microsoft 365 Copilot usage report and gain i The Microsoft 365 Usage dashboard shows you the activity overview across the Microsoft 365 productivity apps in your organization. It enables you to drill into individual product-level reports to give you more granular insight about the activities within each app. To view all reports, check out the [Reports overview article](activity-reports.md). -In the Microsoft 365 Copilot usage report, which is in continuous enhancement, you can view a summary of how users' adoption, retention, and engagement are with Microsoft 365 Copilot, and the activity of every Copilot user in your organization. For Copilot activity on a given day, the report becomes available within 72 hours of the end of that day (in UTC). +In the Microsoft 365 Copilot usage report, which is in continuous enhancement, you can view a summary of how users' adoption, retention, and engagement are with Microsoft 365 Copilot, and the activity of every Copilot user in your organization, including agent usage. For Copilot activity on a given day, the report becomes available within 72 hours of the end of that day (in UTC). ## How do I get to the Microsoft 365 Copilot usage report? @@ -45,30 +45,62 @@ At the top, you can filter by different periods. The Microsoft 365 Copilot repor You can view several numbers for Microsoft 365 Copilot usage, which highlight the enablement number and the adoption of the enablement: -:::image type="content" alt-text="Screenshot showing Microsoft 365 Copilot usage summary information." source="../../media/copilot-usage-numbers.png"::: +:::image type="content" alt-text="Screenshot showing Microsoft 365 Copilot usage summary information." source="../../media/copilot-usage-hero.png"::: **Enabled Users** shows the total number of unique users in your organization with Microsoft 365 Copilot licenses over the selected time period. **Active Users** shows the total number of enabled users in your organization who tried a user-initiated Microsoft 365 Copilot feature, in one or more apps in Microsoft 365 over the selected time period. > [!NOTE] -> Active users now includes Business Chat (web) usage starting from August 20, 2024. We'll update this documentation once the specific usage of the entry point for Business Chat (web) is available. +> Active users now includes Business Chat (web) usage starting from August 20, 2024. **Active users rate** shows you the number of active users in your organization divided by the number of enabled users. -In Recommendations, the recommended action card highlights [Microsoft Copilot Dashboard](/viva/insights/org-team-insights/copilot-dashboard), where you can deliver insights to your IT leaders to explore Copilot readiness, adoption, and impact in Viva Insights. +In Recommendations, the recommended action card highlights [Microsoft Copilot Dashboard](/viva/insights/org-team-insights/copilot-dashboard), where you can deliver insights to your IT leaders to explore Copilot readiness, adoption, and impact in Viva Insights. + +**Active agent users** shows you the total number of unique Microsoft 365 Copilot users in your org who used agents built by your org (including admin-approved agents and agents created via agent builder and shared with users in your org). + +> [!NOTE] +> Agent usage is available starting November 1, 2024, and is currently limited to agents built by your org. Usage of agents built by Microsoft and Microsoft Partners will be introduced in the coming months. + +**Adoption by app** shows enabled users and active users of Copilot in Microsoft 365 apps. You can see the following summary charts in this report as default view: -:::image type="content" alt-text="Screenshot showing Microsoft 365 Copilot usage adoption chart." source="../../media/copilot-usage-adoption-chart2.png"::: +:::image type="content" alt-text="Screenshot showing Microsoft 365 Copilot usage adoption chart." source="../../media/copilot-usage-adoption-chart2.png" lightbox="../../media/copilot-usage-adoption-chart2.png"::: The definitions for Enabled Users and Active Users metrics are the same as provided earlier. +**Summary view** shows you the total usage of Microsoft 365 Copilot apps of the time frame. + +**Trend view** shows you the daily time trend of Microsoft 365 Copilot apps of the time frame. + +When switching to Trend view, you can select one product in the dropdown list to see daily usage. + +:::image type="content" alt-text="Screenshot showing the dropdown list of products for Microsoft 365 Copilot adoption chart." source="../../media/copilot-usage-trend-view2.png"::: + +**Business Chat adoption** shows enabled users and total usage of Business Chat and split usage between Business Chat (work) and Business Chat (web). + +:::image type="content" source="../../media/copilot-usage-business-chat.png" alt-text="Screenshot showing the business chat usage chart in the Microsoft 365 Copilot usage report." lightbox="../../media/copilot-usage-business-chat.png"::: + +**Agent adoption** shows active users of agents in Microsoft 365 Copilot for the selected period. As described earlier, only usage of agents that have been created by your org including both admin-approved agents and agents shared by users in your org. + +**Summary view** shows the total number of agent users in Microsoft 365 Copilot over the selected time frame. + +:::image type="content" source="../../media/copilot-usage-agents.png" alt-text="Screenshot showing the agents adoption chart for Microsoft 365 Copilot usage." lightbox="../../media/copilot-usage-agents.png"::: + +**Trend view** shows the daily trend of active agent users in Microsoft 365 Copilot over the selected time frame. + +:::image type="content" source="../../media/copilot-usage-agents-trend.png" alt-text="Screenshot showing the trend view of the agents usage in Microsoft 365 Copilot." lightbox="../../media/copilot-usage-agents-trend.png"::: + The following table lists the features included for active users of Copilot apps: | Copilot app | Features | How to use | Learn more about the feature | |--------------|-------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| -| Business Chat (work) | Chat | Typing a message into the chat window or selecting a suggested prompt and submitting. | [Ask questions and get answers using Microsoft Copilot with Graph-grounded chat - Microsoft Support](https://support.microsoft.com/topic/ask-questions-and-get-answers-using-microsoft-copilot-with-graph-grounded-chat-fd8d88af-9492-48cd-8385-7e8615b42d80) | +| Edge | Business Chat (web) | Typing a message into the chat window or selecting a suggested prompt and submitting. Or clicking ‘Ask Copilot’ in right click of contextual web info. | [Copilot - Microsoft Edge](https://www.microsoft.com/edge/features/copilot?msockid=057d787df18f67b829a16cd9f58f6564&form=MA13FJ&ch=1) | +| | Business Chat (work) | Typing a message into the chat window or selecting a suggested prompt and submitting. | [Copilot - Microsoft Edge](https://www.microsoft.com/edge/features/copilot?msockid=057d787df18f67b829a16cd9f58f6564&form=MA13FJ&ch=1) | +| Microsoft 365 App | Business Chat (web) | Typing a message into the chat window or selecting a suggested prompt and submitting. | [Get started with Microsoft 365 Copilot Business Chat](https://support.microsoft.com/topic/get-started-with-microsoft-365-copilot-business-chat-5b00a52d-7296-48ee-b938-b95b7209f737) | +| | Business Chat (work) | Typing a message into the chat window or selecting a suggested prompt and submitting. | [Get started with Microsoft 365 Copilot Business Chat](https://support.microsoft.com/topic/get-started-with-microsoft-365-copilot-business-chat-5b00a52d-7296-48ee-b938-b95b7209f737) | | Outlook | Summarize an Outlook email thread | In an email thread, selecting **Summarize by Copilot or Summarize** at the top of the email thread. (User experience is slightly different among web, Windows, Mac or mobile.) | [Summarize an email thread with Copilot in Outlook - Microsoft Support](https://support.microsoft.com/office/summarize-an-email-thread-with-copilot-in-outlook-a79873f2-396b-46dc-b852-7fe5947ab640#ID0EBBJ=New_Outlook) | | | Generate an Outlook email draft | Selecting Copilot icon from the toolbar, selecting **Draft with Copilot**, typing prompt in Copilot box and submitting. (User experience is slightly different among web, Windows, Mac or mobile.) | [Draft an email message with Copilot in Outlook - Microsoft Support](https://support.microsoft.com/office/draft-an-email-message-with-copilot-in-outlook-3eb1d053-89b8-491c-8a6e-746015238d9b#ID0EDBH=New_Outlook) | | | Coach | Selecting Copilot icon in the email message, choosing **Coaching by Copilot** and Copilot will review email and offer suggestions on improving the tone, clarity and reader sentiment. (User experience is slightly different among web, Windows, Mac, or mobile.) | [Email coaching with Copilot in Outlook - Microsoft Support](https://support.microsoft.com/office/email-coaching-with-copilot-in-outlook-91a3cd56-1586-4a31-85c7-2eb8cdb02405) | @@ -87,22 +119,15 @@ The following table lists the features included for active users of Copilot apps To note, Active users of Word, Excel, and PowerPoint is incomplete prior to Jan 25, 2024. -> [!IMPORTANT] -> The metrics displayed in this report are powered by data that is classified as required service data. Optional diagnostic data is not required for comprehensive information, although this may change in the future. [Learn more about required service data](/DeployOffice/privacy/required-service-data). - -**Summary view** shows you the total usage of Microsoft 365 Copilot among Microsoft 365 productivity apps of the time frame. +The following table lists the features included for active users of agents: -**Trend view** shows you the daily time trend of Microsoft 365 Copilot among Microsoft 365 productivity apps of the time frame. +| Feature | How to use | Learn more about the feature | +| --- | --- | --- | +| UX interactions that count towards agent usage | End-users can interact with agents in two ways: 1) by at-mentioning the agent in a chat experience or 2) by selecting the agent from the right-side panel in Business Chat or from the hamburger menu on the top left corner in Copilot in Word or PowerPoint.

An active user of an agent is a user who sends a prompt request to an agent and receives a response | Learn about [Getting started with agents for Microsoft 365 Copilot](https://support.microsoft.com/topic/get-started-with-agents-for-microsoft-365-copilot-169469d7-328d-4d37-9090-bfc2058a39bd) | -You can switch between Summary view and Trend view. - -In the hover status in Summary view, you can see the selected time frame and data refresh time. - -:::image type="content" alt-text="Screenshot showing the time period view for Microsoft 365 Copilot adoption chart." source="../../media/copilot-usage-time-period2.png"::: - -When switching to Trend view, you can select one product in the dropdown list to see daily usage. -:::image type="content" alt-text="Screenshot showing the dropdown list of products for Microsoft 365 Copilot adoption chart." source="../../media/copilot-usage-trend-view2.png"::: +> [!IMPORTANT] +> The metrics displayed in this report are powered by data that is classified as required service data. Optional diagnostic data is not required for comprehensive information, although this may change in the future. [Learn more about required service data](/DeployOffice/privacy/required-service-data). In the Adoption section, you may see a recommendation card: @@ -112,13 +137,13 @@ To learn more about using organizational messages for Microsoft 365 Copilot, see You can also export the report data into an Excel .csv file by selecting the ellipses and then **Export** in the top-right corner. -You can view a table list to show each Microsoft 365 Copilot enabled user's last activity date among Microsoft 365 Copilot products. +You can view a table list to show each Microsoft 365 Copilot enabled user's last activity date among Microsoft 365 Copilot apps. :::image type="content" alt-text="Screenshot showing the activity for the Microsoft 365 Copilot usage report." source="../../media/copilot-usage-last-activity.png" lightbox="../../media/copilot-usage-last-activity.png"::: Select **Choose columns** to add or remove columns from the table. -:::image type="content" alt-text="Screenshot showing the columns you can select for the Microsoft 365 Copilot usage report." source="../../media/copilot-usage-choose-columns2.png"::: +:::image type="content" alt-text="Screenshot showing the columns you can select for the Microsoft 365 Copilot usage report." source="../../media/copilot-usage-column.png" lightbox="../../media/copilot-usage-column.png"::: You can also export the report data into an Excel .csv file by selecting the Export link. This exports the Microsoft 365 Copilot usage data of all users and enables you to do simple sorting, filtering, and searching for further analysis. @@ -138,19 +163,19 @@ To ensure data quality, we perform daily data validation checks for the past thr | Last activity date of Outlook Copilot (UTC) | The latest date the user had activity in Outlook Copilot, including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | | Last activity date of OneNote Copilot (UTC) | The latest date the user had activity in OneNote Copilot, including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | | Last activity date of Loop Copilot (UTC) | The latest date the user had activity in Loop Copilot, including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | -| Last activity date of Copilot chat (UTC) | The latest date the user had activity in Copilot chat, including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | - -> [!NOTE] -> The Last activity date (UTC) now includes the latest date the user had activity in Business Chat (web) starting from August 20, 2024, including any of the intentional activities, regardless of the selected time period of the past 7/30/90/180 days. +| Last activity date of Business Chat (work) (UTC) | The latest date the user had activity in Business Chat (work), including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | +| Last activity date of Business Chat (web) (UTC) | The latest date the user had activity in Business Chat (web), including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | +| Last activity date of Microsoft 365 App (UTC) | The latest date the user had activity in Business Chat in entry point Microsoft 365 App, including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | +| Last activity date of Edge (UTC) | The latest date the user had activity in Business Chat in entry point Edge, including any of the intentional activities, regardless of the selected time period of past 7/30/90/180 days. | +| Last activity date of any agent (UTC) | The latest date the user had activity with a agent built by your org, regardless of the selected time period of past 7/30/90/180 days. | ## Make the user-specific data anonymous -To make the data in the Microsoft 365 Copilot report anonymous, you must be a global administrator. This will hide identifiable information (using MD5 hashes) such as display name, email, and Microsoft Entra Object ID in report and their export. - -1. In Microsoft 365 admin center, go to the **Settings** \> **Org Settings**, and under **Services** tab, choose **Reports**. +By default, usernames and display names in Microsoft 365 Copilot usage report are anonymous. And global administrator can update settings to unconceal usernames and display name. -2. Select **Reports**, and then choose to **Display anonymous identifiers**. This setting gets applied both to the usage reports in Microsoft 365 admin center and Teams admin center. +1. In Microsoft 365 admin center, go to the **Settings** > **Org Settings**, and under the **Services** tab, choose **Reports**. +2. Select **Reports**, and then update the setting “Display Concealed user, group and site names in all reports”. 3. Select **Save changes**. ## FAQ @@ -165,10 +190,6 @@ The audit log data that powers Microsoft Purview solutions, such as Data Securit To access accurate information on Microsoft 365 Copilot usage, use one of the following reports: the [Microsoft 365 Copilot usage report](microsoft-365-copilot-usage.md) in the Microsoft 365 Admin Center or the [Copilot Dashboard](/viva/insights/org-team-insights/copilot-dashboard) in Viva Insights. -### Is Copilot chat in Outlook usage counted towards active users of Outlook Copilot active users? - -No. Meanwhile, Copilot chat in Outlook usage is counted towards Copilot chat active users. - ### What's the scope of the user-level table? The user-level table in the report is configured to show all users who were licensed for Microsoft 365 Copilot at any point over the past 180 days, even if the user has since had the license removed or never had any Copilot active usage. diff --git a/microsoft-365/loop/loop-components-configuration.md b/microsoft-365/loop/loop-components-configuration.md index 9211ac828ab..f9c30a0c354 100644 --- a/microsoft-365/loop/loop-components-configuration.md +++ b/microsoft-365/loop/loop-components-configuration.md @@ -25,15 +25,15 @@ description: "Learn how to manage Loop components in your organization." # Loop admin policies for Loop components and Loop workspaces -Loop components and integrations are backed by .loop files (earlier releases of Loop created these as .fluid files), stored in OneDrive, SharePoint, or [SharePoint Embedded](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/cta). IT administrators need to manage creation of Loop content and integrations using **BOTH**: -1. Cloud Policy +Loop components and integrations are backed by `.loop` files (earlier releases of Loop created these as `.fluid` files), stored in OneDrive, SharePoint, or [SharePoint Embedded](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/cta). IT administrators need to manage creation of Loop content and integrations using **BOTH**: +1. Cloud Policy 2. SharePoint PowerShell command (Teams only) -Loop workspaces, Copilot Pages, and the .loop files and content created in Loop workspaces are stored in SharePoint Embedded containers. IT admins can manage creation of Loop workspaces using Cloud Policy. +Loop workspaces, Copilot Pages, and the `.loop` files and content created in Loop workspaces are stored in SharePoint Embedded containers. IT admins can manage creation of Loop workspaces using Cloud Policy. ## Requirements -Just like other Microsoft 365 experiences, Loop and Copilot Pages also leverage core services across SharePoint and Microsoft 365. To effectively enable creation of Loop content and Loop integration experiences, Copilot Pages, or OneDrive and SharePoint files-backed experiences powered by Fluid Framework, follow the instructions in [Office 365 URLs and IP address ranges](/microsoft-365/enterprise/urls-and-ip-address-ranges) to ensure connections to Loop services are available and enabled. +Just like other Microsoft 365 experiences, Loop and Copilot Pages also leverage core services across SharePoint and Microsoft 365. To effectively enable creation of Loop content and Loop integration experiences, Copilot Pages, or OneDrive and SharePoint files-backed experiences powered by Fluid Framework, follow the instructions in the [Office 365 URLs and IP address ranges](/microsoft-365/enterprise/urls-and-ip-address-ranges) to ensure connections to Loop services are available and enabled. ### WebSocket connections @@ -60,9 +60,9 @@ There are several IT Admin policy settings provided to enable creation of Loop c |Configure |Setting Type |Specific Policy |Notes | |---------|---------|---------|---------| -|Loop workspaces creation | Cloud Policy | **Create and view Loop workspaces in Loop** | Loop workspaces | +|Loop workspaces creation | Cloud Policy | **Create Loop workspaces in Loop** | Applies to: Loop workspaces (previously titled Create and view Loop workspaces in Loop) | |Loop component creation and integration across Microsoft 365 | Cloud Policy | **Create and view Loop files in Microsoft apps that support Loop** | Applies to:
- Outlook integration
- OneNote integration
- Whiteboard integration
Does **NOT** apply to:
- Loop workspaces
- Teams integration
- Copilot Pages | -|Copilot Pages creation and integration | Cloud Policy | **Create and view Loop files in Microsoft 365 Copilot Chat** | Applies to Copilot Pages in a Copilot chat experience | +|Copilot Pages creation and integration | Cloud Policy | **Create and view Loop files in Microsoft 365 Copilot Chat** | Applies to: Copilot Pages in a Copilot chat experience | |Outlook creation and integration of Loop experiences | Cloud Policy | **Create and view Loop files in Outlook** | First checks **Create and view Loop files in Microsoft apps that support Loop**; then applies **Create and view Loop files in Outlook**, if applicable. | |Teams creation and integration | SharePoint property | See [Settings management for Loop components in Teams](#settings-management-for-loop-functionality-in-teams) | Teams only checks the settings in this row. | @@ -72,7 +72,7 @@ Configure the creation of content in these locations by using the appropriate po |Loop content originally created in|️️️Manage with this policy|Loop content storage| |-----|-----|-----| -|Loop app|Cloud Policy: **Create and view Loop workspaces in Loop**|SharePoint Embedded: ✔️in Loop workspace| +|Loop app|Cloud Policy: **Create Loop workspaces in Loop**|SharePoint Embedded: ✔️in Loop workspace| |Copilot Pages|Cloud Policy: **Create and view Loop files in Microsoft 365 Copilot Chat**|SharePoint Embedded: ✔️in Loop workspace| |Teams channel meeting|SharePoint property `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $true`|SharePoint Site: ✔️in Channel folder| |Teams channel|SharePoint property `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $true`|SharePoint Site: ✔️in Channel folder| @@ -86,21 +86,23 @@ Configure the creation of content in these locations by using the appropriate po |Scenario | Policies Configured | |---------|---------| -|✅Enable Loop workspaces creation and Loop component creation and integration everywhere | ✅ **Create and view Loop workspaces in Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft apps that support Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft 365 Copilot Chat** = Enabled (or Not Configured)
✅ [Teams-only] `Set-SPOTenant -IsLoopEnabled $true`, `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $true` | -|✅Enable Loop workspaces creation and Loop component creation and integration everywhere, but ⛔Disable Loop component creation and integration in Communication apps (Outlook, Teams) | ✅ **Create and view Loop workspaces in Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft apps that support Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft 365 Copilot Chat** = Enabled (or Not Configured)
⛔ **Create and view Loop files in Outlook** = Disabled
⛔ [Teams-only] `Set-SPOTenant -IsLoopEnabled $false`, `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $false` | -|⛔Disable Loop workspace creation and Loop component creation and integration everywhere | ⛔ **Create and view Loop workspaces in Loop** = Disabled
⛔ **Create and view Loop files in Microsoft apps that support Loop** = Disabled
⛔ **Create and view Loop files in Microsoft 365 Copilot Chat** = Disabled
⛔ [Teams-only] `Set-SPOTenant -IsLoopEnabled $false`, `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $false` | +|✅Enable Loop workspaces creation and Loop component creation and integration everywhere | ✅ **Create Loop workspaces in Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft apps that support Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft 365 Copilot Chat** = Enabled (or Not Configured)
✅ [Teams-only] `Set-SPOTenant -IsLoopEnabled $true`, `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $true` | +|✅Enable Loop workspaces creation and Loop component creation and integration everywhere, but ⛔Disable Loop component creation and integration in Communication apps (Outlook, Teams) | ✅ **Create Loop workspaces in Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft apps that support Loop** = Enabled (or Not Configured)
✅ **Create and view Loop files in Microsoft 365 Copilot Chat** = Enabled (or Not Configured)
⛔ **Create and view Loop files in Outlook** = Disabled
⛔ [Teams-only] `Set-SPOTenant -IsLoopEnabled $false`, `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $false` | +|⛔Disable Loop workspace creation and Loop component creation and integration everywhere | ⛔ **Create Loop workspaces in Loop** = Disabled
⛔ **Create and view Loop files in Microsoft apps that support Loop** = Disabled
⛔ **Create and view Loop files in Microsoft 365 Copilot Chat** = Disabled
⛔ [Teams-only] `Set-SPOTenant -IsLoopEnabled $false`, `Set-SPOTenant -IsCollabMeetingNotesFluidEnabled $false` | ## User experience expectations when admin settings are configured -As described in this topic, you can control the ability for users in your environment to create new Loop content. You can configure this either via select groups or for your entire tenant. To prevent collaboration between certain groups in your organization, refer to [Information Barriers](/en-us/purview/information-barriers-sharepoint). +As described in this topic, you can control the ability for users in your environment to create new Loop content. **You cannot prevent access to existing content using the admin controls.** You can configure the admin controls via select groups or for your entire tenant (except for the Teams controls, which apply to the entire tenant only). +- To prevent collaboration between certain groups in your organization, refer to [Information Barriers](/en-us/purview/information-barriers-sharepoint). +- To prevent access to existing content and the Loop app with workspaces, refer to [Conditional Access policies](/sharepoint/control-access-from-unmanaged-devices). ### Here's what you should expect when using the Loop IT admin controls configured to Disabled -When Loop IT admin controls in this article are set to Disabled, the creation of new Loop files and SharePoint Embedded containers is prevented, but existing user data is not deleted. Users can still access existing Loop files. To prevent new files and access to these existing files, use both the admin policies and [Conditional Access policies](/sharepoint/control-access-from-unmanaged-devices) to block access to Loop experiences on browsers and mobile devices. +When Loop IT admin controls are set to Disabled, the creation of new Loop files and SharePoint Embedded containers is prevented. Existing user data is not deleted, and users can still find, see, and access existing Loop files and Loop workspaces. Even with the admin policies disabled, Loop content and icons may still appear in certain places. Files created before disabling new creation can still be found in Microsoft365.com, the Loop component viewer and editor (loop.cloud.microsoft), and links shared in messages or documents. Access to these files is determined by their permissions, so users with edit access can still open and edit them. -There are no separate licensing requirements for the Loop component viewer and editor, only the need for OneDrive access. Users can still access the Loop component viewer and editor via loop.cloud.microsoft and the All apps view in Microsoft365.com. To prevent users from seeing the Loop app in the All apps view, disable their access to OneDrive or configure a conditional access policy for loop.cloud.microsoft. +There are no separate licensing requirements for the Loop component viewer and editor, only the need for OneDrive access. Users can still access the Loop component viewer and editor via loop.cloud.microsoft and the All apps view in Microsoft365.com. To prevent users from seeing the Loop icon in the All apps view, disable their access to OneDrive or configure a conditional access policy for loop.cloud.microsoft to block navigation to Loop. ## Settings management in the Microsoft Admin Center @@ -113,15 +115,15 @@ If you're looking for a simple way to turn on or off the creation of only Loop w 1. Choose your desired state for Loop workspaces via the checkbox. > [!NOTE] > The checkbox may not reflect your configured state on load. However, the state you select and choose Save in the Admin Center will persist and override any defaults for your tenant. -1. Select Save. +1. Select **Save**. -The Microsoft Admin Center configures the Cloud Policy setting **Create and view Loop workspaces in Loop**, described in the next section, targeted at All users (your full tenant). See the next section if you wish to perform more advanced controls. If you configured **Create and view Loop workspaces in Loop** in Cloud Policy, review your Cloud Policy settings to confirm they still match your expectation after configuring in the Microsoft Admin Center. + The Microsoft Admin Center configures the Cloud Policy setting **Create Loop workspaces in Loop**, described in the next section, targeted at All users (your full tenant). See the next section if you wish to perform more advanced controls. If you configured **Create Loop workspaces in Loop** in Cloud Policy, review your Cloud Policy settings to confirm they still match your expectation after configuring in the Microsoft Admin Center. ## Settings management in Cloud Policy The Loop experiences (except for Microsoft Teams) check the following [Cloud Policy](/deployoffice/admincenter/overview-cloud-policy) settings. See [Available policy settings](#available-policy-settings) to understand how each app checks these settings: -- **Create and view Loop workspaces in Loop** +- **Create Loop workspaces in Loop** - **Create and view Loop files in Microsoft apps that support Loop** - **Create and view Loop files in Microsoft 365 Copilot Chat** - **Create and view Loop files in Outlook** @@ -132,7 +134,7 @@ The Loop experiences (except for Microsoft Teams) check the following [Cloud Pol 1. Create a new policy configuration or edit an existing one. 1. From the **Choose the scope** dropdown list, choose either **All users** or select the group for which you want to apply the policy. For more information, See [Microsoft 365 Groups for Cloud Policy](#microsoft-365-groups-for-cloud-policy). 1. In **Configure Settings**, choose one of the following settings: - - For **Create and view Loop workspaces in Loop**: + - For **Create Loop workspaces in Loop**: - **Disabled**: Creation of Loop workspaces isn't available to the users. - Loop app will open Loop components when workspaces is disabled. - **Enabled**: Creation of Loop workspaces is available to the users. @@ -151,10 +153,11 @@ The Loop experiences (except for Microsoft Teams) check the following [Cloud Pol - **Disabled**: Creation of Loop components and integration isn't available to the users. - **Not configured**: Creation of Loop components and integration is available to the users. - For **Create and view Loop files in Microsoft 365 Copilot Chat** - - **Enabled**: Copilot pages creation and integration is available to the users. - - **Disabled**: Copilot pages creation and integration isn't available to the users. - - **Not configured**: Copilot pages creation and integration is available to the users. - - **NOTE**: If your organization has [disabled the creation of OneDrive](/sharepoint/manage-user-profiles#disable-onedrive-creation-for-some-users), regardless of the setting noted here, these people in your organization will not be able to create a Copilot Pages workspace. + - **Enabled**: Copilot pages creation and integration are available to the users. + - **Disabled**: Copilot pages creation and integration aren't available to the users. + - **Not configured**: Copilot pages creation and integration are available to the users. + >[!NOTE] + >If your organization has [disabled the creation of OneDrive](/sharepoint/manage-user-profiles#disable-onedrive-creation-for-some-users), regardless of the setting noted here, these people in your organization will not be able to create a Copilot Pages workspace. - For **Create and view Loop files in Outlook**: - **Enabled**: Creation of Loop components and integration is available to the users. - **Disabled**: Creation of Loop components and integration isn't available to the users. @@ -175,8 +178,8 @@ You'll need the [latest version of SharePoint PowerShell module](/powershell/sha |Experience |SharePoint organization properties |Notes | |---------|---------|---------| -|Loop components in Teams | `IsLoopEnabled` (boolean) | This property controls Loop component creation and integration in Microsoft Teams. It applies to the entire tenant and can not be configured at the user level. | -|Collaborative meeting notes | `IsCollabMeetingNotesFluidEnabled` (boolean) | This property controls the collaborative meeting notes creation and integration in Microsoft Teams. It applies to the entire tenant and can not be configured at the user level. | +|Loop components in Teams | `IsLoopEnabled` (boolean) | This property controls Loop component creation and integration in Microsoft Teams. It applies to the entire tenant and can't be configured at the user level. | +|Collaborative meeting notes | `IsCollabMeetingNotesFluidEnabled` (boolean) | This property controls the collaborative meeting notes creation and integration in Microsoft Teams. It applies to the entire tenant and can't be configured at the user level. | To check your tenant's default file permissions, perform the following steps: @@ -190,8 +193,6 @@ To enable Loop components in Teams, run `Set-SPOTenant -IsLoopEnabled $true`. Th To disable Loop components in Teams, run `Set-SPOTenant -IsLoopEnabled $false`. The change will take a short time to apply across your organization. If your organization has multiple regions (that is, organization URLs), you need to disable loop components for all the regions to have consistent results across the organization. -These tenant-level properties - ## Related topics - [Overview of Loop components in Teams](/microsoftteams/live-components-in-teams) diff --git a/microsoft-365/media/agents-details.png b/microsoft-365/media/agents-details.png new file mode 100644 index 00000000000..4b26a72d7d1 Binary files /dev/null and b/microsoft-365/media/agents-details.png differ diff --git a/microsoft-365/media/agents-hero-metrics.png b/microsoft-365/media/agents-hero-metrics.png new file mode 100644 index 00000000000..182e4046407 Binary files /dev/null and b/microsoft-365/media/agents-hero-metrics.png differ diff --git a/microsoft-365/media/agents-recommendation.png b/microsoft-365/media/agents-recommendation.png new file mode 100644 index 00000000000..ee7c9d350ac Binary files /dev/null and b/microsoft-365/media/agents-recommendation.png differ diff --git a/microsoft-365/media/agents-summary.png b/microsoft-365/media/agents-summary.png new file mode 100644 index 00000000000..00db1fd4386 Binary files /dev/null and b/microsoft-365/media/agents-summary.png differ diff --git a/microsoft-365/media/agents-trend-chart.png b/microsoft-365/media/agents-trend-chart.png new file mode 100644 index 00000000000..0b1d9fad684 Binary files /dev/null and b/microsoft-365/media/agents-trend-chart.png differ diff --git a/microsoft-365/media/copilot-usage-agents-trend.png b/microsoft-365/media/copilot-usage-agents-trend.png new file mode 100644 index 00000000000..106440b6c58 Binary files /dev/null and b/microsoft-365/media/copilot-usage-agents-trend.png differ diff --git a/microsoft-365/media/copilot-usage-agents.png b/microsoft-365/media/copilot-usage-agents.png new file mode 100644 index 00000000000..569cb5337c4 Binary files /dev/null and b/microsoft-365/media/copilot-usage-agents.png differ diff --git a/microsoft-365/media/copilot-usage-business-chat.png b/microsoft-365/media/copilot-usage-business-chat.png new file mode 100644 index 00000000000..4c6cbf8466b Binary files /dev/null and b/microsoft-365/media/copilot-usage-business-chat.png differ diff --git a/microsoft-365/media/copilot-usage-column.png b/microsoft-365/media/copilot-usage-column.png new file mode 100644 index 00000000000..b247e7812f8 Binary files /dev/null and b/microsoft-365/media/copilot-usage-column.png differ diff --git a/microsoft-365/media/copilot-usage-hero.png b/microsoft-365/media/copilot-usage-hero.png new file mode 100644 index 00000000000..e5e93299a2c Binary files /dev/null and b/microsoft-365/media/copilot-usage-hero.png differ