M365 Usage Dashboard

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User-level Microsoft 365 adoption and Copilot engagement reporting, powered by Purview audit logs.

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Additional Resources: Microsoft Purview Portal · Microsoft Entra Admin Center · PAX Purview Script

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Prerequisites ↓  ·  Required Roles & Permissions ↓  ·  Instructions ↓  ·  Report Pages ↓  ·  Troubleshooting ↓

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| | | |---|---| | Data Source | Microsoft Purview — Unified Audit Log | | Data Source | Microsoft Entra ID — User Profiles | | Asset | Power BI Template (.pbit) | | Output | Two or more CSV files — Purview audit log export (processed through the included explosion script) and Entra user/licensing export (generated separately) |

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<details> <summary><strong>📊 What This Dashboard Shows</strong></summary> <br>

Copilot licensing decisions shouldn't be made on gut feel or org chart. This report turns your existing M365 Unified Audit Log into a tiered, prioritized view of user readiness — so you deploy Copilot licenses to the users most likely to get value from day one.

Executive Overview: How active is the tenant across M365 workloads? How many users are Copilot-licensed vs. unlicensed? Which apps are driving the most engagement?

Copilot Enablement Strategy: Which users are highly active in M365 but underusing Copilot? Who are your Champions? Where are the biggest gaps between M365 engagement and Copilot adoption?

Licensing Priority & Strategy: Which unlicensed users should be licensed first? How do Teams-heavy, Outlook-heavy, and Office-heavy users rank under different weighting profiles? What licensing wave should each user fall into?

M365 Usage Activity & Trends: How are users distributed across engagement segments? Is engagement trending up or down week over week? Are Copilot-licensed users more active than unlicensed users?

| Report Page | What You Can Answer | |---|---| | M365 App Usage Report | What is our overall M365 adoption rate? Which apps are driving the most engagement? | | M365 Usage Trends | How is activity trending week over week? Which apps dominate the workload mix? | | Copilot License Recommendations | Who should get a Copilot license first based on weighted M365 usage? | | Copilot Enablement Strategy | Where are the biggest gaps between M365 usage and Copilot adoption? Who are Champions vs. Enablement Targets? | | Glossary and Metric Definitions | Definitions for all metrics, tiers, engagement segments, and scoring methodology in the dashboard. | | M365 Usage Activity | How are users distributed across engagement segments? Are Copilot-licensed users more active? | | Enablement Strategy — Priority Table | Which users need training most urgently? What is each user's recommended next action? | | M365 Copilot Licensing Strategy | Which users should be licensed in each wave? How do users rank across all M365 apps? |

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<details> <summary><strong>🖥️ Report Pages Overview</strong></summary> <br>

The dashboard includes 8 interactive report pages. The slideshow below cycles through each page automatically. See the Interpretation Guide for a detailed walkthrough of each page.

💡 Expand any report page section below to view a full-size still screenshot.

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<details> <summary><strong>1. M365 App Usage Report</strong></summary>

Your landing page — six headline KPI cards (total M365 users, Teams activity, email activity, document activity, Copilot users, and departments tracked), a stacked bar chart breaking down total events by app and action type, and a Report Highlights panel linking to the dashboard's four main analytical sections.

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</details> <details> <summary><strong>2. M365 Usage Trends</strong></summary>

Headline KPIs for total users, active users, all-app actions, and average actions per user. A ranked bar chart shows which apps drive the most total activity, a donut chart highlights each app's proportional share, and a week-over-week trend line tracks average actions per app over time. A tier distribution matrix segments users into Top 10%, 10–25%, 25–50%, and Bottom 50% per application.

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</details> <details> <summary><strong>3. Copilot License Recommendations</strong></summary>

Every user ranked by a weighted composite score (0–100) blending their percentile across selected M365 apps. Choose from four profile presets — Balanced, Collaboration Focus, Content Creation, or Custom — to model different licensing scenarios. Users are classified into action categories: License First (≥90th percentile), License Next (75th–89th), Potential (50th–74th), and Developing (<50th). A Customize Weight panel lets you manually adjust per-app weights.

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</details> <details> <summary><strong>4. Copilot Enablement Strategy</strong></summary>

A 2×2 quadrant model classifying every user into four segments: Enablement Targets (high M365 / low Copilot — best training candidates), Champions (high on both — peer advocates), AI-First (low M365 / high Copilot), and Low Engagement (low on both). Filter by app to see workflow-specific quadrants, and sort by the Enablement Gap column to find users with the largest gap between M365 activity and Copilot adoption.

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</details> <details> <summary><strong>5. Glossary and Metric Definitions</strong></summary>

In-report reference covering every metric, quadrant, tier label, engagement segment, and scoring methodology used across the dashboard. Includes definitions for active days, app tiers, composite scores, enablement gaps, and action categories so the report can be shared broadly without external documentation.

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</details> <details> <summary><strong>6. M365 Usage Activity</strong></summary>

Four KPI cards covering total users, M365 actions, average actions per week, and average active days. A bar chart ranks apps by average active days per user per week, and a segmentation chart groups users by engagement level — Daily (20+ days), Frequent (11–19), Moderate (6–10), Infrequent (1–5), and Inactive (0). A comparison chart shows whether Copilot-licensed users are more active than unlicensed users.

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</details> <details> <summary><strong>7. Copilot Enablement Strategy — Priority Table</strong></summary>

Each user assigned a Priority level (Critical, High, Medium, Promoter, Low) and a recommended Action (Immediate Training, Train Next, Advanced Training, Monitor) based on the ratio of M365 activity to Copilot usage. App Tier and Copilot Tier columns show each user's relative standing. Filter by app and priority level to generate targeted training outreach lists.

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</details> <details> <summary><strong>8. M365 Copilot Licensing Strategy</strong></summary>

A tier-based licensing planner with four waves: Prioritize (top M365 users — license immediately), License Next (strong candidates for the next quarter), Enablement (moderate usage — train before licensing), and Monitor (low activity — revisit later). Color-coded cells show each user's tier in Teams, Outlook, Word, Excel, and PowerPoint. Filter by action tier to export ready-made licensing request lists.

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<details> <summary><strong>⚖️ How Weighting Works</strong></summary> <br>

The Copilot License Recommendations page uses a composite score to rank every user from 0–100. Understanding how the score is calculated helps you choose the right profile and interpret the results.

Score Calculation

Each user receives a percentile rank within each M365 app relative to all other users. A score of 80 means the us