Meeting prep, the Microsoft way
Where Work IQ sits, how M365 Copilot preps a meeting over your own tenant, and the honest boundary between tenant signals and the engagement repo.
- Place Work IQ within the Microsoft IQ family and its grounding role
- Use M365 Copilot meeting prep over your own mail and calendar
- Draw the boundary between what the tenant grounds and what the repo carries
The discovery session is with Priya’s org — distribution leadership, client technology, service, onboarding, and Security. Prep is not a slide; it is knowing who is in the room, what each of them measures, and the two questions you must not leave without asking. The brief you want fits on one page and reads in the elevator.
Two things prep this meeting, and each is grounded in different data. Inside your own tenant, M365 Copilot preps over your mail and calendar⊙ , and it does so on top of Work IQ — the work-signals grounding layer of the Microsoft IQ family (Work IQ, Foundry IQ, Fabric IQ, Web IQ), which debuted at Ignite 2025 with its APIs reaching general availability in June 2026.⊙ The Sales agent in M365 Copilot — positioned as the evolution of Copilot in Dynamics 365 Sales⊙ — is where that grounding meets CRM, part of the broader direction of role agents moving into M365 Copilot.⊙
Outside your tenant, the engagement repo carries what the tenant cannot see: the
public research, your notes, the fiction-safe summary. Your meeting-prep skill
assembles the one-pager from the dossier and the findings, with the calendar
context you paste in.
Where Work IQ stops
This is worth saying plainly, because it is where demos overreach. Work IQ grounds over your tenant’s work signals — your organization’s mail, calendar, files, and Teams messages. It does not magically know the customer’s internal world. For a prospect you have barely met, most of the useful grounding is in the repo you built, not in the tenant. A good SE knows which system holds which knowledge and does not pretend the tenant knows more than it does.
In the field
Run your meeting-prep skill against the dossier and findings, pasting in a
realistic attendee list and agenda. Read the output as if you had ninety seconds
before walking in. Cut anything that would not change what you say in the room.
- A one-page pre-meeting brief from the meeting-prep skill