Microsoft Viva Insights: Enhancements to Leader Auto Identification

Microsoft Viva Insights is enhancing its Leader Auto Identification algorithm to better identify senior leaders for Copilot Analytics access, expanding eligible leaders without removing existing ones. The update rolls out worldwide from late June to early July 2026, requires no immediate action, and supports admin control to disable auto-identification if desired.

[What and Why:]

We’re enhancing the Leader Auto Identification algorithm in Microsoft Viva Insights (Copilot Analytics) to improve the accuracy and coverage of automatically identified senior leaders across your organization. This update expands identification to additional qualified leaders while maintaining existing assignments. The goal is to simplify onboarding, improve adoption of leadership insights, and ensure the right leaders receive access to Copilot Analytics—while maintaining enterprise-grade security, compliance, and manageability.

[Rollout Schedule:]

General Availability (Worldwide): We will begin rolling out in late June 2026 and expect to complete by early July 2026.

[Impact on Your Organization:]

Who is affected:

• Organizations using Microsoft Viva Insights (Copilot Analytics)
• Tenants with M365 Copilot (Premium) license or Viva license 
• Tenants with at least 500 Microsoft Entra ID users
• Global admins and Viva Insights admins

Platforms/Services:

• Microsoft Viva Insights
• Microsoft Copilot Analytics (Copilot Dashboard and Agent Dashboard)
• Microsoft Admin Center
• Microsoft Entra ID

What will happen:

• The CXO auto-identification logic will expand to include additional eligible leaders based on updated thresholds.
• Existing auto-identified leaders will not be removed as part of this update.
• Leaders previously removed by admins will not be re-added.
• Newly identified leaders will automatically receive company-wide access to Copilot Analytics dashboards.
• The feature remains enabled by default.

Note:
This update improves identification logic only. It does not introduce new data collection or modify underlying data sources.

[Action Required / Recommendations:]

No immediate action is required.

• After rollout, review the updated list of auto-identified leaders to ensure alignment with your organizational structure.
• Validate that identified leaders are appropriate recipients for Copilot Analytics access.
• Add or remove leaders manually as needed using Microsoft Admin Center.

If your organization prefers not to use auto-identification, you can disable this capability using Viva Feature access management:

• Control name: Copilot Dashboard Auto Enablement
• Default state: On

Learn more: Microsoft Viva Feature access management | Microsoft Learn

[Additional considerations:]

• Auto-identification is designed to simplify onboarding and improve adoption of leadership insights.
• Manual governance is still supported through admin controls.
• Disabling the feature will stop automatic identification and associated experiences.

[Compliance considerations:]

Compliance area	Explanation
Alteration of how existing customer data is processed or accessed	The leader identification algorithm logic is updated to determine eligibility for Copilot Analytics access; underlying data sources remain unchanged.
Modification of AI/ML capabilities	The update enhances the leader auto-identification algorithm used by Copilot Analytics.
Admin controls available	Admins can disable auto-identification using Viva Feature access management.