Quick Start Guide

Get from connecting your tenant to your first executive report in a few minutes of setup (plus one data sync).

Before you begin

You’ll need:

  • ✅ A Microsoft 365 Global Administrator to grant admin consent (one time only)
  • ✅ At least one Microsoft 365 Copilot license in your tenant
  • ✅ The economics you want to report on (license cost, blended hourly rate) - optional, defaults are provided

💡 No per-user rollout required. Adovance works at the tenant level. There are no agents to deploy and nothing for end users to install.

Step 1 - Connect your tenant

Your Global Administrator grants admin consent once. This authorizes Adovance to read Copilot usage data from Microsoft Graph.

📖 Full instructions: Installation & Onboarding

The Microsoft admin consent prompt listing the requested permissions

Full-size Microsoft admin consent prompt listing the requested permissions

Step 2 - Turn off concealed user names

By default, Microsoft conceals user, group, and site names in all usage reports - which silently makes every user look inactive. Your Global Administrator must turn this setting off for Adovance to report accurately.

M365 Admin Center → Settings → Org settings → Reports → uncheck “Display concealed user, group, and site names in all reports”.

📖 Why this matters: Data Quality & the Concealed-Names Trap

The Reports org setting in the M365 Admin Center with the concealed-names checkbox highlighted

Full-size Reports org setting in the M365 Admin Center with the concealed-names checkbox highlighted

Step 3 - Sign in to the dashboard

  1. Go to your Adovance dashboard URL
  2. Click Sign in with Microsoft
  3. Approve the standard sign-in prompt

📖 Read more: Signing In

Step 4 - Wait for the first sync

Adovance syncs Copilot usage from Microsoft Graph. The first sync backfills roughly six months of adoption-trend history so your charts aren’t empty on day one.

⏱️ If your dashboard looks empty right after onboarding, the first sync may still be running. Give it a few minutes and refresh.

Step 5 - Review the Overview

The Overview page leads with an AI Executive Summary that synthesizes every report into a single narrative, plus your headline numbers: active %, license waste, and ROI.

📖 Read more: Understanding Your Reports

The Overview page with the Executive Summary card expanded

Full-size Overview page with the Executive Summary card expanded

Step 6 - Set your economics

Open Settings and set your real license cost, blended hourly rate, and inactivity threshold. The defaults are placeholders - the License Waste, Reallocation, and ROI reports become accurate once these reflect your numbers.

📖 Read more: Settings & Your Economics

Step 7 - Export for your board deck

Every report has a Download CSV button. Use the exports in Power BI, Excel, or straight into a slide.

📖 Read more: Exporting Data

What’s next?

Still stuck?