Adoption Score Organizational Messages
Organizational messages enable IT admins to deliver clear, actionable messages in-product and in a targeted way, while maintaining user-level privacy. Organizational messages in Adoption Score use targeted in-product notifications to advise on Microsoft 365 recommended practices based on Adoption Score insights. Users can be reminded to use products that have recently been deployed, encouraged to try a product on a different surface, or to recommend 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 Outlook, Excel, PowerPoint, Word, and new 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, and exclude groups or priority accounts from receiving the message.
Organizational messages for Adoption Score will initially roll out to Communication, Content Collaboration, Mobility, and more to follow to support all People Experience categories. Check out the 2022 Ignite session for a detailed demonstration and feature description.
Note
The feature is currently in preview. If you encounter any bugs or have any suggestions, please give us feedback in the Microsoft 365 admin center. We appreciate your feedback and will reach out to you as fast as we can.
Who can use the feature?
For a successful preview experience, you need to be one of the following admin roles:
Global administrator
Organizational message writer
The organizational message writer role is the new built-in role that allows assigned admins to view and configure messages. The global administrator can assign the organizational message writer role to admin:
Go to Roles > Role assignments
Search for and select Organizational message writer
Under Assigned, select Add users or Add groups
Choose a group of admins you'd like to assign the role to, and select Add
Where will the messages appear?
In this preview, we support the teaching call-out and business bars in Word, Excel, PowerPoint, Outlook Desktop Apps, and new Teams. Business bars are supported by Microsoft 365 Consumer subscribers, Office 2019, Office 2016, Office 2013, and Office 2010.
The user sees an in-product notification recommending they use Teams messages more.
The desktop teaching call-out is supported by Microsoft 365 Consumer and Commercial Office 2019, and Office 2016 Consumer.
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 enable Adoption Score first:
Sign in to the admin center as a global administrator and go to Reports > Adoption Score.
Select Enable Adoption Score. It can take up to 24 hours for insights to become available.
Under the Organizational Messages tab, select Allow approved admins to send in-product recommendations to specified users.
Note
Only a global administrator can enable Adoption Score. The organizational message writer role can only opt in for Adoption Score Organizational Messages.
After Adoption Score is enabled, the global administrator and organizational message writer role can opt in for Adoption Score Organizational Message.
Visit privacy controls for Adoption Score to understand how to enable Adoption Score.
Getting started
In the Microsoft 365 admin center, go to Reports > Adoption Score.
We currently have organizational messages for three people experience categories: Communication, Content collaboration, and Mobility. In each category, you'll find available actions to take under the How can I impact my score section. Select See what action you can take > Create message to start the process.
To see all available organizational messages, go to the Action (Preview) tab next to Overview. There are currently five available messages for you to create. Choose one and select Create message to start.
Capabilities
As global administrator or organizational message writer role, you can do any of the following actions:
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
Take action on insights
Step 1: Choose a message to take action
Under the Messages tab, view where the messages will appear.
Choose a message from a set of templated content.
Select Preview this message to see an example of what recipients will see during the date range you choose.
The messages will show up in the same language as the user's surface. Currently, there are 41 languages supported. Check the appendix to see which languages are supported.
Select Next to proceed to the Recipients tab.
If you want to exit the message creation process for now and save a draft, select Save and close. The drafts are stored in the Your org's messages tab under Actions.
Step 2: Select the recipients
Under the Recipients tab, the recipients are by default selected based on their activities. For example, targeted users who aren't actively using OneDrive or SharePoint with the apps enabled for the past 28 days.
Select Apply filter > Choose organizational attribute.
Groups: In addition to the default recipients, you can send messages to specific Microsoft Entra user groups
Companies, Country (State) - City, Departments: Using group-level aggregates, you can apply attributes filter such as attributes like location, departments, and companies to target specific groups of audiences. Learn more about how to open Group Level Aggregates and validate data accuracy.
You can also omit users with priority accounts or in certain Microsoft 365 groups.
Select Next to proceed to the Schedule tab.
Note
The recipient list is refreshed daily. The users who adopted the recommended practices will be removed from the recipient lists.
Step 3: Schedule a time window and frequency for delivery of the messages
Under the Schedule tab, select Start date.
Selecting an End date is optional. The default duration is 365 days.
Choose Frequency.
Select Next to proceed to the Finish tab.
Note
If the frequency of the message is set as once a week, the message will only show on one of the surfaces per week. After the user selects or dismisses the message, it won't show up again. Teaching call-out messages only appear twice in their lifetime even if the user doesn't select it.
Step 4: Finish or Save Draft
Under the Finish tab, confirm the message details and then select Schedule.
If you want to exit the message creation process for now and save a draft, select Save and close. The drafts are stored in the Your org's messages tab under Actions.
Step 5: Track the status of the messages and user engagement
Once messages have been created, you'll see the reporting in the table under the Your org's messages tab under Actions. The following information is available:
Message name
Status: Draft/Scheduled/Active/Scheduled/Canceled/Completed/Error
Last edited date
Start date
End date
Related category
Related metric
Creator
(Available after messages are active) Total messages seen: total number of times the message was shown to users
(Available after messages are active) Total clicks: total number of times the message was clicked by users
Note
This capability is only available to Product admins, report reader roles, and user success specialists who have reader permissions.
Step 6: Cancel or clone messages
Once messages have been created, you'll see the reporting in the table under the Your org's messages tab under Actions.
Select three dots to the right of Message name to see a dropdown of actions.
Select cancel or clone.
Note
Each tenant can have one active message for each insight. If you want to schedule a new message, you can go to the Your org's message page to cancel active ones.
FAQs
Why does the total number of messages seen differ from the expected number?
A: For any given message, not every user in its selected audience (selected as message recipients) will receive the message. This is expected behavior 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/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 won't appear more than twice to each user).
How can I test the messages before sending them to users of my entire company?
You can send messages to specific Microsoft Entra groups, such as your IT department. See Select the recipients for details.
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 will always be sent to users who haven't adopted the recommended practices in the last 28 days. Messages won't repeatedly send to users who have already adopted.
Will I be able to customize the text in the messages?
Not currently, but additional customization options will be enabled in future releases.
Organizational Messages in Microsoft Intune
Organizational messages in Intune enable organizations to deliver branded personalized messages to their employees via native Windows 11 surfaces, such as Notification Center and the Get started app. These messages are intended to help people ramp up in new roles quicker, learn more about their organization, and stay informed of new updates and trainings. Learn more about Organizational messages in Microsoft Intune.
Appendix
Messages Localization supported
| 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 |
Related content
Microsoft 365 apps health – Technology experiences (article)
Content collaboration – People experiences (article)
Meetings – People experiences (article)
Mobility – People experiences (article)
Privacy controls for Adoption Score (article)
Teamwork – People experiences (article)
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