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Access to this page requires authorization. You can try changing directories.
IT admins can use organizational messages to deliver clear, actionable messages in-product and in a targeted way, while maintaining user-level privacy. Adoption Score organizational messages use targeted in-product notifications to advise on Microsoft 365 recommended practices based on Adoption Score insights. Send users the following types of messages:
- Reminders to use products that you recently deployed.
- Encouragement to try a product on a different surface.
- Recommendations of new ways of working, such as using @mentions to improve response rates in communications.
Templated messages are delivered to users in their flow of work through surfaces including Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, and Microsoft Teams. Authorized professionals can use the organizational messages wizard in Adoption Score to:
- Choose from up to three templated message types.
- Define when and how often a message can be displayed.
- Exclude groups or priority accounts from receiving the message.
Organizational messages for Adoption Score initially roll out to Communication, Content Collaboration, and Mobility with more to follow to support all People Experience categories.
Note
This feature is currently in preview. If you encounter any bugs or have any suggestions, provide feedback in the Microsoft 365 admin center. Microsoft appreciates your feedback and reaches out to you as fast as it can.
This video provides an overview of how to use organizational messages to help increase Microsoft 365 Copilot adoption. It's 2 minutes and 48 seconds long.
Who can use this feature
To get a successful preview experience, you need the Organizational Messages Writer role.
The Organizational Messages Writer role is the new built-in role that assigned admins use to view and configure messages. The Global administrator can assign the Organizational Messages Writer role to admins:
Sign in to the Microsoft 365 admin center.
From the left navigation bar, select … Show all, and then select Roles to expand it.
Under Roles, select Role assignments.
In the Role assignments page, scroll to the bottom of the list of roles and select Show all roles.
Scroll through the alphabetical list of roles and find the Organizational Messages Writer role. Once found, select it.
Tip
You can also use the Search this list search box to find the Organizational Messages Writer role.
In the Organizational Messages Writer pane, select the Assigned tab.
Select Add users or Add groups.
In the Add users or Add groups pane, search for the users or groups you want to assign the role to, and then select them.
When you select all the users or groups you want to assign the role to, select Add.
Where organizational messages appear
In this preview, Microsoft supports the teaching call-out and business bars in all currently supported versions of Microsoft Office and Microsoft 365 in the following apps:
- Microsoft Word.
- Microsoft Excel.
- Microsoft PowerPoint.
- Microsoft Outlook Desktop Apps.
- Microsoft Teams.
The user sees an in-product notification recommending they use Teams messages more.
Microsoft supports the desktop teaching call-out messages in all currently supported versions of Microsoft Office and Microsoft 365.
The user sees an in-product notification recommending they save to OneDrive more.
The user sees an in-product notification recommending they use interactive features during Teams meetings.
How to enable Adoption Score Organizational Messages
To enable Adoption Score Organizational Messages, the global administrator needs to first enable Adoption Score. To enable Adoption Score, follow these steps:
Sign in to the Microsoft 365 admin center.
From the left navigation bar, select … Show all, and then select Settings to expand it.
Under Settings, select Org settings.
In the Org Settings page, select Adoption Score.
In the Adoption Score pane:
Make sure the Insight calculations and display tab is selected.
Under Select users and groups for calculating insights, select Include all users (recommended). It can take up to 24 hours for insights to become available.
Select the Organizational Messages tab and then select Allow approved admins to send in-product recommendations to specified users.
Select Save.
Note
Only a global administrator can enable Adoption Score. The Organizational Messages Writer role can only opt in for Adoption Score Organizational Messages.
After Adoption Score is enabled, the Organizational Messages Writer can opt in for Adoption Score Organizational Message.
For more information on how to enable Adoption Score, see Privacy controls for Adoption Score.
Capabilities
As an Organizational Messages Writer, you can complete the following tasks:
- Choose a message from a set of templated content for business bars or teaching call-outs.
- Select the recipients based on user activities, Microsoft Entra user groups, and group level aggregates.
- Schedule a time frame and frequency for delivery of the messages.
- Save drafts anytime during the message creation process.
- Track the status of organizational messages and user engagement.
- Manage scheduled or active organizational messages.
Increase Adoption Score by creating Organizational Messages
You can create organizational messages in Adoption Score by using either of the following methods:
- Create organizational messages based on recommendations to improve your organization's adoption score.
- Create organizational messages from a list of all available actions.
Create organizational messages based on recommendations to improve your organization's adoption score
To create organizational messages based on recommendations to improve your organization's adoption score, follow these steps:
Sign in to the Microsoft 365 admin center.
From the left navigation bar, select … Show all, and then select Reports to expand it.
Under Reports, select Adoption Score.
In the Adoption Score page, make sure the Overview tab is selected.
The Adoption Score > Overview page displays the adoption score for your organization across several different categories including:
- Communication.
- Meetings.
- Content collaboration.
- Teamwork.
- Mobility.
- AI adoption.
Select View details for any one of the categories to see the details and insights for that category.
In the details pane for the category, you see the insights and recommendations for that category, including the current adoption score. Under the How can I impact my score? section, you see recommended actions that you can take to improve the adoption score for that category.
Select See what action you can take to display available recommended actions and organizational messages you can send to users to encourage them to adopt the recommended practices and improve your organization's adoption score.
In the pane that opens after selecting See what action you can take, make sure the Recommended Action tab is selected, and then select Create message.
Note
If Manage active message is displayed instead of Create message, there's already an active message for the selected recommended action. Each tenant can only have one active message for each action. You can select Manage active message to go to the Manage your org's messages page to manage the active message. For more information on how to cancel an active message and schedule a new one, see the section Cancel or clone messages in this article.
Go to the section Create an organizational message in this article for additional steps on how to create and schedule an organizational message to send to your users.
Create organizational messages from a list of all available actions
To create organizational messages from a list of all available actions, follow these steps:
Sign in to the Microsoft 365 admin center.
From the left navigation bar, select … Show all, and then select Reports to expand it.
Under Reports, select Adoption Score.
In the Adoption Score page, select the Actions tab next to the Overview tab.
Make sure All available actions is selected and then choose one of the listed available messages.
In the Recommended actions details pane, select Create message to start creating an organizational message that you can send to your users.
Note
If Manage active message is displayed instead of Create message, there's already an active message for the selected recommended action. Each tenant can only have one active message for each action. You can select Manage active message to go to the Manage your org's messages page to manage the active message. For more information on how to cancel an active message and schedule a new one, see the section Cancel or clone messages in this article.
Go to the section Create an organizational message in this article for additional steps on how to create and schedule an organizational message to send to your users.
Create an organizational message
Before you proceed, make sure you follow the steps in one of the following sections in this article to reach the Make recommendations to users page:
- Create organizational messages based on recommendations to improve your organization's adoption score.
- Create organizational messages from a list of all available actions.
Tip
You can select Save and Close at any point during the message creation process to save a draft of the message. The draft is stored in Manage your org's messages under the Actions tab of the Adoption Score page. To edit or schedule the draft message, see the section Edit or schedule a draft message.
To create an organizational message, follow these steps:
In the Make recommendations to users page of the Overview step, select Next.
The Create messages page of the Messages step displays where the organizational message appears. In the Select a message dropdown menu, select a message option for the organizational message. If desired, select Preview this message to see an example of what recipients see during the date range you choose. When finished, select Next.
Note
The message shows up in the same language that is set on the user's device. Currently, there are 41 languages supported. See the section Supported localization for messages for a list of supported languages.
In the Select message recipients page of the Recipients step, the system selects recipients by default based on their activities. For example, targeted users aren't actively using OneDrive or SharePoint with the apps enabled for the past 28 days. You can also:
Select Apply filter > Choose organizational attribute to select additional recipients based on the following attributes:
Groups: Send messages to specific Microsoft Entra user groups.
Companies, Departments, or Locations: Using group-level aggregates, you can apply attributes filter such as companies, departments, or location to target specific groups of audiences. For more information, see Group Level Aggregates in Adoption Score.
Omit users with priority accounts or in certain Microsoft 365 Groups by selecting the appropriate Omit options.
When finished, select Next.
Note
The recipient list is refreshed daily. The users who adopted the recommended practices are removed from the recipient lists.
In the Schedule your message page of the Schedule step, select a start date and end date for when the message should be delivered to users. You can also select the frequency of how often the message is delivered by using the Select interval dropdown menu. When finished, select Next.
Note
If you set the frequency of the message to once a week, the message only shows on one of the surfaces per week. After the user selects or dismisses the message, it doesn't show up again.
Teaching call-out messages only appear twice in their lifetime even if the user doesn't select it.
In the Review details & finish page of the Finish step, review the details of the organizational message.
- If you're ready to schedule the message, select Schedule.
- If you want to save the message as a draft, select Save and Close. The draft is stored in Manage your org's messages under the Actions tab of the Adoption Score page. To edit or schedule the draft message, see the section Edit or schedule a draft message.
Track the status of the messages and user engagement
After you create messages, you can see the reporting in a table in Manage your org's messages under the Actions tab of the Adoption Score page. The table provides the following information:
| Column name | Values | Notes |
|---|---|---|
| Message name | Name of the message. | |
| Status |
|
|
| Last edited date | Date and time of the last edit. | |
| Start date | Date and time when the message is scheduled to start. | |
| End date | Date and time when the message is scheduled to end. | |
| Related category | Category related to the message. | |
| Related metric | Metric related to the message. | |
| Creator | User who created the message. | |
| Total messages seen | Total number of times the message was shown to users. | Available after messages are active. |
| Total clicks | Total number of times users selected the message. | Available after messages are active. |
Note
Product admins, users with the Reports Reader role, and user success specialists with reader permissions can access this capability.
Edit or schedule a draft message
To edit or schedule an organizational draft message, follow these steps:
Sign in to the Microsoft 365 admin center.
From the left navigation bar, select … Show all, and then select Reports to expand it.
Under Reports, select Adoption Score.
In the Adoption Score page, select the Actions tab next to the Overview tab.
Select Manage your org's messages.
Under Draft messages, find the message you want to edit and then select it.
To edit the message, follow the steps in the Create an organizational message section of this article. When you finish, select Schedule to schedule the message or Save and Close to save the changes to the draft.
Cancel or clone messages
To cancel an active organization message or clone an existing message, follow these steps:
Sign in to the Microsoft 365 admin center.
From the left navigation bar, select … Show all, and then select Reports to expand it.
Under Reports, select Adoption Score.
In the Adoption Score page, select the Actions tab next to the Overview tab.
Select Manage your org's messages.
Under Active messages, find the message you want to cancel or clone, and then select the vertical ellipsis (⁝) next to the message to show the More actions dropdown menu.
In the More actions dropdown menu, select one of the options:
- Cancel active message to cancel the active message
- Clone to create a new message with the same settings as the existing message.
Note
Each tenant can have one active message for each action. If you want to schedule a new message, follow the steps in this section to cancel active ones.
Organizational Messages in Microsoft Intune
Organizational messages in Microsoft Intune enable organizations to deliver branded personalized messages to their users via native Windows 11 surfaces, such as Notification Center and the Get started app. These messages help people ramp up in new roles quicker, learn more about their organization, and stay informed of new updates and trainings. For more information, see Create a policy that allows organizational messages in Microsoft Intune.
Frequently asked questions (FAQs)
Why does the total number of messages seen differ from the expected number?
For any given message, not every user selected as message recipients receives the message. This behavior is expected because the message delivery depends on other factors that affect a message's reach, including:
User behavior: Some delivery channels require the user to go to a specific location or app to have a chance to see the message. For example, a Microsoft 365 app call-out message can only be delivered to a user who opens the Microsoft 365 app.
System protections to prevent over-messaging and user dissatisfaction: Some communication channels have message frequency limits if too many messages are live at a given time. For example, a Teaching call-out doesn't appear more than twice to each user.
How can I test the messages before sending them to users of my entire company?
Send messages to specific Microsoft Entra groups, such as your IT department. For more information, see the Create an organizational message section in this article.
What is the recommended time frame window for the messages?
As the frequency of the messages is at most once a week, the recommended minimum duration is one month. The recommended length of the time window is 12 months. The recipient's list is refreshed daily. Your messages are always sent to users who didn't adopt the recommended practices in the last 28 days. Messages aren't repeatedly sent to users who already adopted.
Can I customize the text in the messages?
Not currently, but additional customization options will be enabled in future releases.
Supported localization for messages
| Languages | Locale |
|---|---|
| Arabic | ar |
| Bulgarian | bg |
| Chinese (Simplified) | zh-cn |
| Chinese (Traditional) | zh-tw |
| Croatian | hr |
| Czech | cs |
| Danish | da |
| Dutch | nl |
| English (United States) | en |
| Estonian | et |
| Finnish | fi |
| French (France) | fr |
| German | de |
| Greek | el |
| Hebrew | he |
| Hungarian | hu |
| Indonesian | id |
| Italian | it |
| Japanese | ja |
| Korean | ko |
| Latvian | lv |
| Lithuanian | lt |
| Norwegian (Bokmål) | no |
| Polish | pl |
| Portuguese (Brazil) | pt-br |
| Portuguese (Portugal) | pt-pt |
| Romanian | ro |
| Russian | ru |
| Serbian (Latin) | sr |
| Slovak | sk |
| Slovenian | sl |
| Spanish (Spain) | es |
| Swedish | sv |
| Thai | th |
| Turkish | tr |
| Ukrainian | uk |
| Vietnamese | vi |
| Catalan | ca |
| Basque | eu |
| Galician | gl |
| Serbian (Cyrillic) RS | sr-Cyrl |