Merge pull request #8633 from MicrosoftDocs/main

Published main to live, Monday 10:30 AM PST, 09/30

Viva/glint/TOC.yml

@@ -362,6 +362,8 @@ items:
  items:
  - name: Team Conversations presentation kit
  href: reports/coaching-team-conversations.md
+ - name: Customize a PowerPoint template in Glint
+ href: setup/custom-ppt-upload.md
  - name: Customize Team Conversations email content
  href: reports/team-conversations-content-cusomization.md 
  - name: Review surveys before launch

Viva/glint/setup/custom-ppt-upload.md

@@ -0,0 +1,121 @@
+---
+title: Customize a PowerPoint template in Viva Glint
+description: Viva Glint customers can customize product reports to increase the sense of reporting reliability and privacy.
+ms.author: JudithWeiner
+author: JudyWeiner
+manager: MelissaBarry
+audience: admin
+f1.keywords: NOCSH
+keywords: template folder, presentation template, custom presentation
+ms.collection: 
+ - m365initiative-viva
+ - selfserve
+search-appverid: MET150
+ms.topic: article
+ms.service: viva-glint
+ms.localizationpriority: high
+ms.date: 09/25/2024
+---
+
+# Customize a PowerPoint template in Viva Glint
+
+To communicate more engagingly with stakeholders, admins can use customized PowerPoint (PPT) templates. One of the most important aspects to drive response rate and engagement is to make survey takers feel that the survey product and reporting come from a reliable source and that their privacy is protected. **Personal branding increases response rates as it provides feelings of reliability and privacy.**
+
+>[!IMPORTANT]
+>Permission settings in PowerPoint files affect how Viva Glint accesses custom templates. Ensure your template is not locked or restricted from editing. Otherwise, the exporting process may fail.
+
+## Create a customized template folder
+
+Customized templates are stored in folders that you create. You can create as many folders as you’d like and save them to use as appropriate.
+
+1. From the **General Settings** feature on your admin dashboard, navigate to **Reporting** and then **PowerPoint Templates for Reports**.
+
+ :::image type="content" source="../../media/glint/setup/general-settings-modify-templates.png" alt-text="Screenshot of where to access template modification in General Settings Reporting.":::
+
+2. Select **Modify templates**.
+3. Select **+ New template folder** to open the **Create a new template folder** window.
+
+ :::image type="content" source="../../media/glint/setup/general-settings-create-template-folder.png" alt-text="Screenshot of New template folder button.":::
+
+4. Enter a descriptive name for your folder.
+5. Select a survey type from the dropdown menu. You can choose “All” as one of the choices.
+
+ :::image type="content" source="../../media/glint/setup/general-settings-name-type.png" alt-text="Screenshot of fields requiring set up to create a new template folder.":::
+
+6. Select **Create**. Your new folder now appears as its own row on the **PowerPoint Templates for Reports** page.
+
+ :::image type="content" source="../../media/glint/setup/custom-ppt-folder-overview.png" alt-text="Screenshot of the PowerPoint Templates for Reports page.":::
+
+## Customize a template
+
+Edits for custom templates occur offline.
+
+The first time you open a folder, you see that no customized versions of the template exist.
+
+:::image type="content" source="../../media/glint/setup/template-no-customized.png" alt-text="Screenshot of an alert telling you that no customized versions of your template are uploaded.":::
+
+1. Select **Download template**.
+2. From the window that opens, select as many languages as needed from the prepopulated language dropdown menu.
+3. Select **Download**.
+
+ :::image type="content" source="../../media/glint/setup/template-ppt-download-sample.png" alt-text="Screenshot of the Download a default template as a sample dialog box.":::
+
+4. Open the downloaded export in a new tab.
+
+ :::image type="content" source="../../media/glint/setup/custom-ppt-new-tab.png" alt-text="Screenshot of how to download the new template and open it in a new tab.":::
+
+5. **Customize the presentation-manually** using your organization's logo, familiar terminology, and important, relevant text content. Save the presentation with a new and easily identifiable name. In this example, the survey is named *Spring Engagement Survey 2024*.
+
+ :::image type="content" source="../../media/glint/setup/ppt-customized.png" alt-text="Screenshot of a customized PowerPoint template.":::
+
+## Upload your customized PowerPoint presentation
+
+1. From the **PowerPoint Templates for Reports** window, choose the folder for your customized template to be added to. In this example, *Spring Engagement* is opened.
+2. Select **Upload a PowerPoint file** to open the **Upload a PowerPoint file** dialog box.
+
+ :::image type="content" source="../../media/glint/setup/custom-ppt-new-tab.png" alt-text="Screenshot of the how to download the new template and open in a new tab.":::
+
+3. Browse your files to drag and drop the custom template into the upload box.
+4. Select a language to upload and then select **Upload file**. Upload as many languages into the folder as needed.
+5. Now when opening the folder, custom templates are available. From the folder name, you can see the number of languages the template exists in and the number of surveys the custom template is linked to. Within the folder, you can access each individual template.
+
+ :::image type="content" source="../../media/glint/setup/custom-ppt-folder-overview.png" alt-text="Screenshot of the PowerPoint Template for Reports, verifying the folder contents.":::
+
+ :::image type="content" source="../../media/glint/setup/custom-ppt-languages.png" alt-text="Screenshot of which languages of the template that exist within the folder.":::
+
+### Edit the presentation template
+
+To edit, open, or delete a folder, use the ellipses next to the template name.
+
+:::image type="content" source="../../media/glint/setup/custom-ppt-ellipses.png" alt-text="Screenshot of the template folder dropdown menu.":::
+
+### Edit folder name and type
+
+Modify as needed and select **Update**.
+
+:::image type="content" source="../../media/glint/setup/custom-update-folder.png" alt-text="Screenshot of the Update template folder dialog box.":::
+
+### Open template folder
+
+Use to see all the customized templates in that folder.
+
+### Delete a template folder
+
+If you attempt to delete a folder that is associated with a survey report, this window appears:
+
+:::image type="content" source="../../media/glint/setup/custom-ppt-cannot-delete.png" alt-text="Screenshot of the dialog box alerting that the folder can't be deleted.":::
+
+If a file isn't associated with a survey report, this confirmation box appears before you can delete the template. This process isn't reversible.
+
+:::image type="content" source="../../media/glint/setup/custom-ppt-delete.png" alt-text="Screenshot of dialog box which allows template deletion.":::
+
+## Use your customized PowerPoint with any Glint program
+
+Now that you created a folder and a customized template, your customized presentation can be used for any Glint feedback presentation.
+
+1. From your admin dashboard, navigate to **Survey Programs** and choose a survey. 
+2. In **Program Summary**, go to the **Reporting** tab. All presentation folders available for your Glint programs show in the **PowerPoint Export Template** dropdown menu.
+The Glint Default Template is always available.
+
+ :::image type="content" source="../../media/glint/setup/custom-ppt-reporting-tab.png" alt-text="Screenshot of the PowerPoint Export Template dropdown menu in the Reporting tab.":::
+

Viva/insights/advanced/setup-maint/assign-user-roles.md

@@ -1,5 +1,5 @@
 ---
-ms.date: 06/14/2023
+ms.date: 09/30/2024
 title: Assign roles
 description: Learn how to assign Insights Administrator, Insights Analyst, and Insights Business Leader roles to users in your organization
 author: zachminers
@@ -21,6 +21,9 @@ For specific information about what each role can do with Viva Insights, refer t
 >
 >Enabling manager and leader access to insights is a different process. Insights Administrators enable this access through [Manager settings](./manager-settings.md).
 
+>[!Important]
+>Early next year, the **Business Leader** role will no longer be available. At that point, people who previously had this role won’t be able to access organizational insights. To provide employees access to organizational insights, assign them delegate access instead. [Learn more about how delegate access works](..//..//org-team-insights/delegate-access.md). 
+
 ## Assign Viva Insights roles
 
 People can work with Microsoft Viva Insights only after the Privileged Role Administrator assigns them one of these roles: **Insights Administrator**, **Insights Analyst**, or **Insights Business Leader**.

Viva/insights/advanced/setup-maint/landing.yml

@@ -13,7 +13,7 @@ metadata:
  - essentials-get-started
  author: zachminers 
  ms.author: v-zachminers 
- ms.date: 06/16/2023
+ ms.date: 09/30/2024
 
 # linkListType: architecture | concept | deploy | download | get-started | how-to-guide | tutorial | overview | quickstart | reference | sample | tutorial | video | whats-new
 

Viva/insights/advanced/setup-maint/user-roles.md

@@ -1,5 +1,5 @@
 ---
-ms.date: 06/16/2023
+ms.date: 09/30/2024
 title: Roles in Viva Insights
 description: Learn which roles can access which features in Viva Insights
 author: zachminers
@@ -20,6 +20,9 @@ Certain roles need the correct level of access to specific product areas to perf
 
 Each role only gives access to actions, pages, reports, and data that correspond with that role. Roles are assigned independently, are non-cumulative, and don't roll up.
 
+>[!Important]
+>Early next year, the **Business Leader** role will no longer be available. At that point, people who previously had this role won’t be able to access organizational insights. Employees with delegate access, however, will be able to view organizational insights. [Learn more about how delegate access works](..//..//org-team-insights/delegate-access.md). 
+
 ## Inherited roles
 
 Users with the **Microsoft 365 Global Administrator** role in Microsoft Entra ID automatically inherit Insights Administrator privileges.

Viva/insights/org-team-insights/copilot-dashboard.md

@@ -1,5 +1,5 @@
 ---
-ms.date: 9/18/2024
+ms.date: 9/30/2024
 title: Connect to the Microsoft Copilot Dashboard for Microsoft 365 customers
 description: Explains how to set up and use the Microsoft Copilot Dashboard, which provides various metrics to help you see how employees are using Copilot and the impact it could have on your organization.
 author: zachminers
@@ -80,6 +80,9 @@ For those qualifying tenants, only users who meet all of the following criteria
 * The user has a significant portion of the organization in their reporting line
 * Users who are assigned the [Global administrator role](/entra/identity/role-based-access-control/permissions-reference#global-administrator) also have access to the Microsoft Copilot Dashboard
 
+  >[!Note]
+ >If you are a Privileged Identity Management (PIM) enabled tenant, the Global Admins might not have access to the Copilot dashboard. If you want to give Global Admins access to the Copilot dashboard, add them explicitly using [these steps](../advanced/admin/manage-settings-copilot-dashboard.md#manage-access-for-individual-users).
+
 The criteria above are analyzed on a weekly basis to capture any major org changes. Each week, any new users who meet the above criteria gain access to the dashboard. The Microsoft 365 Global Admin can revoke access to those users through the Microsoft 365 admin center and they are not added back unless the admin re-enables them. In addition, admins can disable access to the Copilot Dashboard for their entire organization.
 
 Global admins can also enable or disable automatic access to the dashboard using PowerShell. If you’re a Microsoft 365 global admin, [learn more about how to manage access to the dashboard](../advanced/admin/manage-settings-copilot-dashboard.md).
@@ -267,6 +270,11 @@ The default attributes available in the dashboard are Organization and Job funct
 
 #### Impact page for companies with less than 50 assigned Copilot licenses
 
+>[!Important]
+>You must enable optional diagnostic data for the following metrics in this section: Copilot assisted hours; Total emails sent using Copilot; Number of Teams meetings summarized; Number of Teams meeting hours summarized; and Total chat conversations summarized by Copilot.
+>
+>All other metrics in the report are powered by required service data and don't require optional diagnostic data enablement. [Learn more about diagnostic data](/microsoft-365-apps/privacy/optional-diagnostic-data).
+
 Located within the Impact page, the Sentiment section provides information that helps you assess Copilot impact from the perspective of users' subjective experiences. In the main table on this page, you’ll see a list of Microsoft’s recommended Copilot survey questions along with the results from your own organization’s latest survey (if an admin chooses to upload results for visualization here) and Microsoft’s own benchmark results from [a study of early Copilot users](https://aka.ms/m365-ai-impact-research).
 
 **Suggested Copilot survey questions**

Viva/insights/org-team-insights/org-insights.md

@@ -1,5 +1,5 @@
 ---
-ms.date: 09/25/2024
+ms.date: 09/30/2024
 title: Organization insights in the Viva Insights app
 description: Find Organization insights in Microsoft Viva Insights 
 author: zachminers
@@ -29,6 +29,9 @@ To view organization insights:
 
 People in your organization also need to have a Viva Insights subscription so they can be measured in organizational insights. These employees are referred to as "measured employees." If you want to see an insight that reflects your entire company, everyone in the company needs to have a Viva Insights subscription.
 
+>[!Important]
+>Early next year, the **Business Leader** role will no longer be available. At that point, people who previously had this role won’t be able to access organizational insights. Employees with delegate access, however, will be able to view organizational insights. [Learn more about how delegate access works](..//org-team-insights/delegate-access.md).
+
 ### Insights by role
 
 People with the **Insights Business Leader** role assigned to them can access organization insights that include every measured employee in their tenant.