Last month, we introduced an exciting new resource to help organizations unlock deeper insights with Microsoft 365 Copilot: the “Getting Started with Custom Analysis in Copilot Analytics” playbook. This guide is now publicly available as part of the Copilot Success Kit under the User Enablement section.
Why This Playbook Matters
As more organizations adopt and utilize Microsoft 365 Copilot, many are asking:How do we measure success? How can we go beyond the default dashboards and Power BI reports to answer deeper questions? And how do we go about planning and setting up a measurement program?
This playbook was created in response to feedback from customers and partners who wanted practical guidance on the deployment and strategy side of Copilot Analytics. It complements the previously released Advanced Examples playbook, which focuses on interpreting analytics once a program is in place. The new guide takes a step back to help you build a custom analysis strategy from the ground up.
What You’ll Learn
The playbook offers a structured, step-by-step approach for analytics leaders, change management teams, and Copilot champions. Key topics include:
- Planning a Copilot Analytics measurement program aligned to your organization's goals
- Evaluating out-of-the-box tools
- Setting up Viva Insights for custom analysis, including role assignments and data preparation
- Running queries and building an analysis plan
- Analyzing results using R or Python
Whether you’re just starting your Copilot journey or looking to scale your analytics capabilities, this resource provides the tools and methodology to measure adoption impact, identify barriers, and drive success.
Explore the Playbook
Access the playbook here:
👉 https://adoption.microsoft.com/files/copilot/GettingStartedWithCustomAnalysisInCopilotAnalytics.pptx
What’s Next
To help you get the most out of this resource, we’ll be rolling out:
- A series of blog posts and webinars showcasing how to use the playbook effectively
- Real-world success stories and advanced analysis techniques
- Additional materials such as analysis templates, code examples, and visualization guides to support data scientists and analysts
Start your custom analysis journey today and take your Copilot Analytics strategy to the next level.
Microsoft