Microsoft 365 Copilot in Microsoft Viva: features for corporate productivity and wellbeing

Key features of Microsoft 365 Copilot in Microsoft Viva

Microsoft 365 Copilot integrates into Microsoft Viva to accelerate business growth by increasing worker productivity and well-being through new features for the suite's modules.

We look at how Copilot helps companies improve the employee experience within products such as Viva Engage, Viva Learning, Viva Insights, and Viva Goals.

Microsoft 365 Copilot in Viva Engage

Copilot in Viva Engage offers three important features for internal communication:

1. Drafting of posts
2. Feedback management (currently in preview)
3. Creation of questions and answers (currently in preview)

Starting with drafting, Copilot relies on prompts to generate draft posts for publication in Viva Engage communities. Posts can be edited in terms of text length, tone of voice, and attached content, suggested by the AI based on relevance with the topic.

Copilot also suggests topics for posts, and allows you to ask questions like this one, "Create a template for a post to introduce the benefits of smart working in the company."

Regarding feedback, a second Copilot feature comes into play for Viva Engage, to date only announced by Microsoft and not yet available for use.

For each post published, the user can receive a summary of comments and an overview of sentiment toward his or her communications. This will make it easier to learn about colleagues' interests and how to engage them.

Finally, Copilot helps in writing FAQs for the Answers section of Viva Engage.

When a user creates a draft question, he or she immediately receives some tips to improve the clarity of the text and thus understanding by colleagues. Copilot also suggests how to answer a question, along with resources to attach to further explore the topic. This feature is also coming soon.

Microsoft 365 Copilot in Viva Sales:
here is Microsoft Sales Copilot

Microsoft Sales Copilot comes from the integration between Microsoft 365 Copilot and Viva Sales, the module dedicated to customer research and engagement activities.

Sales Copilot supports Sales team activities in tools such as Teams, Outlook and Salesforce.

In Teams meetings, users receive suggestions for answering customer questions based on information from shared materials and business documents. They can also request meeting summaries and conversion of agreed-upon activities into tasks in the corporate CRM.

Features for Outlook include:

• Recap of customer conversations
• CRM tab to view opportunities and account records
• Summary of most important information shared with customers
• Updating CRM based on information exchanged via email

Sales Copilot finally helps with email writing by retrieving information and content relevant to the customer conversation from Microsoft 365, Dynamics 365 Sales, and the corporate CRM.

Microsoft 365 Copilot in Viva Learning

Copilot in Viva Learning expands functionality to manage training through:

• The construction of training paths
• The summarization of the content present in a course
• The search for educational resources relevant to the user

These features are as of today in preview.

It is important to note that Microsoft 365 Copilot does not currently support the generation of customized training content, which is already integrated and usable in Viva Learning. Therefore, companies can only use Microsoft's AI to rework content already in the system.

Microsoft 365 Copilot in Viva Insights

Viva Insights gives access to a dashboard dedicated to Copilot usage in the enterprise. This new area is designed to enable business leaders to:

• identify colleagues who can benefit from Copilot, based on their use of Microsoft 365;
• understand how Copilot is being used in the company and what the areas for improvement are;
• know the general sentiment toward Copilot adoption.

Viva Insights integrates with Copilot data to support the adoption process in the enterprise, providing useful analytics to maximize the investment in AI without coming at the expense of the employee experience.

Microsoft 365 Copilot in Viva Goals

Copilot in Microsoft Viva Goals guides business leaders in creating OKRs (Objectives and Key Results) through features such as:

• Creating goals, from scratch or from business strategies
• Creation of the outcomes needed to achieve the goals
• Status summaries for teams and individual users
• Tips for planning and achieving assigned goals

To obtain useful outputs for business strategies, the utmost precision must be used when writing prompts. It is important to specify details such as the industry in which the company operates, its department, team members, tasks to be performed, and expectations.

An example of a prompt for Copilot in Viva Goals might be the following:

"I work for a retail company in the Marketing department. By the end of the year, we want to expand into Europe, Asia, and Latin America. To do this, we plan to expand the product catalog found in the attached document. Please generate goals and results to plan the team's activities."

These features are also in preview and not yet available.

In conclusion, we offer below the summary table of features that Microsoft 365 Copilot offers in Microsoft Viva to improve productivity andemployee experience in the enterprise:

FAQs on Microsoft 365 Copilot and Microsoft Viva

What is the purpose of the integration between Microsoft 365 Copilot and Microsoft Viva?

The integration aims to enhance employee experience through the use of generative AI, enriching Microsoft tools designed for productivity and corporate well-being.

What are the main features of Copilot in Viva Engage?

Main features include draft generation for posts, feedback analysis, assistance in creating FAQs, suggesting topics for posts, and synthesizing colleagues' comments.

What are the main features of Copilot in Viva Sales?

Main features include suggestions for responding to customer questions during Teams meetings, synthesizing conversations with customers in Outlook, and assisting in writing emails to customers.

What are the main features of Copilot in Viva Learning?

Main features include building learning paths, summarizing course content, and searching for relevant educational resources.

What are the main features of Copilot in Viva Insights?

Main features include a dedicated dashboard for Copilot usage in the company, allowing business leaders to identify colleagues who can benefit from Copilot and understand the overall sentiment towards AI adoption.

What are the main features of Copilot in Viva Goals?

Main features include assistance in creating objectives and key results (OKRs), providing suggestions on how to organize activities to achieve them, and synthesizing progress at both team and individual user levels.

How can I get support for adopting Microsoft 365 Copilot in my company?

You can get support by contacting intranet.ai for personalized services such as data migration to Microsoft's cloud, security and permission assessment, user training, and extension development. You can also join the practice community to ask experts questions and receive new content.