Copilot Studio and Agent 365

From AI Assistance to AI Action

Many organisations have already started their AI journey. They have introduced Microsoft Copilot, explored automation opportunities and identified new ways to improve productivity across the business.

The next challenge is turning those individual AI experiences into something bigger. Something that can support end-to-end processes, connect systems, retrieve information and help people complete work more effectively.

This is where agentic AI comes in.

Using Microsoft Copilot Studio and Agent 365, Trustmarque Ultima helps organisations design, deploy and govern AI agents that can operate securely across the enterprise. These agents can retrieve information, interact with business systems, support decision-making and automate routine tasks while remaining aligned to organisational policies and controls.

The result is a more connected approach to AI, where technology supports people, improves operational efficiency and creates measurable business outcomes.


24%: of organisations; have already deployed AI organisation-wide

McKinsey estimates that by 2030,
up to 30%: of current hours worked; could be automated


45%: of leaders; say expanding team capacity with digital labour is a priority over the next 12–18 months

What are AI Agents?

AI agents extend the value of traditional AI assistants.

While copilots help users find information, answer questions and generate content, agents can take action within defined boundaries. They can work across multiple data sources, applications and business processes, helping employees complete tasks more efficiently and consistently.

AI agents can:

Retrieve information from multiple systems
Guide users through business processes
Support operational decision-making
Surface relevant organisational knowledge
Automate repetitive activities
Connect workflows, applications and data sources
Help teams complete work faster and with greater consistency

For organisations looking to move beyond isolated AI use cases, agents create new opportunities to improve how work gets done across the business.

The next stage on enterprise AI

For many organisations, Microsoft Copilot has demonstrated the value of AI in the flow of work. Employees can access information more quickly, reduce time spent on repetitive tasks and be more productive in their day-to-day activities.

The next opportunity is extending those benefits beyond individual productivity and into business operations.

As discussed in our article, From Copilot to Agents: Why Agent 365 Is the Real Inflection Point for Enterprise AI, organisations are increasingly exploring how AI can support actions as well as interactions.

Agentic AI enables organisations to connect people, knowledge, systems and processes through governed AI agents that can operate across the enterprise. Rather than creating another standalone AI experience, the focus shifts towards helping employees complete tasks, supporting decisions and improving operational performance.

This represents an important evolution in the AI journey. Not replacing copilots, but building on their value to create broader organisational outcomes.

Building AI that delivers business outcomes

Successful agent adoption requires more than technology.

Organisations need clear governance, secure access to information, high-quality data and a practical plan for adoption. Without these foundations, it can be difficult to move beyond experimentation and scale AI effectively.

Trustmarque Ultima helps organisations create the conditions for long-term success by bringing together AI strategy, governance, Microsoft expertise and delivery capability within a single approach.

For many organisations, this is the point where AI moves beyond exploration and starts delivering measurable business value.

Our services help organisations to:

Design and deploy AI agents aligned to business priorities
Connect agents to existing applications, systems and data sources
Establish governance frameworks for AI and agent management
Enable secure access to organisational knowledge
Create repeatable operating models for adoption and change
Scale AI responsibly across departments and business functions

Start with the AI Solution Accelerator

The AI Solution Accelerator helps organisations identify high-value opportunities for AI, assess readiness and define a roadmap for adoption. By focusing on business priorities, governance requirements and measurable outcomes, organisations gain clarity on where AI can create value and how to scale successfully.

Improve productivity with Microsoft Copilot

Microsoft Copilot helps employees work more efficiently, reduce repetitive effort and access information more effectively across Microsoft 365. For many organisations, this provides the first step towards wider AI adoption.

Modernise processes with Power Platform

Power Platform enables organisations to automate workflows, connect systems and develop applications that improve operational efficiency. These capabilities provide a strong foundation for agentic AI, creating connected business processes that agents can interact with and enhance.

Scale with Copilot Studio and Agent 365

Building on these foundations, Copilot Studio and Agent 365 enable organisations to create and manage AI agents that work across systems, data and workflows. Agents can support teams, departments and business functions while operating within established governance and security controls. This allows organisations to move from individual AI experiences towards a connected ecosystem of AI capabilities that support productivity, process improvement and better decision-making across the enterprise.

Copilot Agents

Extending AI Beyond Individual Productivity

As organisations mature in their use of AI, many look beyond personal productivity towards operational improvement and process optimisation.

Copilot Agents can help automate selected tasks while supporting employees with knowledge, guidance and information.

Trustmarque Ultima helps organisations identify suitable opportunities, establish governance frameworks and introduce agents responsibly as part of a wider AI strategy.

Potential use cases include:

Employee support services

Knowledge management

Service desk assistance

Administrative process automation

Information retrieval

Business workflow support

Why Trustmarque Ultima

Becoming a Frontier Firm requires more than technology.

It requires a clear vision, strong foundations and a practical approach to change.

Trustmarque Ultima is a specialist in Microsoft AI, helping organisations adopt Microsoft 365 Copilot, Copilot Agents, Microsoft 365 E7 and the wider Microsoft AI ecosystem in a way that delivers measurable business outcomes.

By combining Microsoft expertise, sector experience and proven adoption methodologies, Trustmarque Ultima helps organisations:

Create an AI strategy aligned to business goals

Establish secure and governed foundations

Accelerate adoption across the workforce

Measure progress and demonstrate value

Scale AI with confidence

Why Trustmarque Ultima?

Delivering successful agentic AI requires more than deploying technology.

It requires a clear strategy, secure foundations, effective governance and a practical understanding of how people, processes and technology work together.

Trustmarque Ultima combines expertise across AI, Microsoft Copilot, Copilot Studio, Power Platform, security and governance to help organisations realise value from AI in a structured and sustainable way.

Whether you are identifying your first AI use case, expanding Microsoft Copilot adoption or developing enterprise-wide AI agents with Copilot Studio and Agent 365, we help you move forward with clarity, confidence and control.