Graebel modernized its finance operations by putting Dynamics 365 Finance at the center of a new data and application platform, then layering automation and AI on top of it. Key steps they took:

• Standardized on Dynamics 365 Finance as the core financial system, replacing fragmented, manual workflows and legacy integrations that depended on Data Management Framework (DMF) imports.
• Built a modern data foundation using Azure Data Factory, Azure Synapse Analytics, Databricks, and a lakehouse architecture. This allows Graebel to cleanse, structure, and prepare operational and financial data for analytics in Power BI.
• Used Power Platform as the “connective tissue” around Dynamics 365:
  • Power Apps and Power Pages for customer and client portals.
  • Dataverse as a unified data layer.
  • Power Automate for end-to-end workflow automation.
• Introduced AI agents via Copilot Studio to automate tasks like knowledge retrieval, invoice processing, and action-based workflows across core business applications.

The impact:

• Teams now work from unified, trusted data instead of scattered spreadsheets and emails.
• Complex workflows are automated, reducing manual effort and bottlenecks—especially in invoice processing.
• Employees are shifting from low-value data entry to higher-value work, supported by AI agents that can retrieve context, update records, and initiate workflows.
• Graebel is actively exploring standards like Model Context Protocol (MCP) to create a more flexible, AI-ready integration layer and reduce brittle point-to-point integrations.

Overall, Graebel is reimagining finance as an intelligent, human-centric function where AI augments people and helps the organization scale globally.

Graebel’s Accounts Payable team used Power Automate and AI Builder to reimagine how vendor invoices are processed. Previous state:

• Hundreds of invoice emails arrived daily.
• A team of 16 people manually reviewed emails, keyed data into Dynamics 365, and routed documents across multiple systems.
• Manual steps created bottlenecks, errors, and delays.

New AI-driven process:

• Incoming vendor invoice emails are automatically ingested.
• AI Builder uses machine learning to extract key data from invoices, even across more than a dozen date formats and varied vendor layouts.
• Records are created directly in Dynamics 365 Finance.
• Documents are automatically routed to the correct repositories.
• Error-handling logic follows documented resolution processes, so exceptions are managed consistently.

Measured outcomes:

• Since going live in early 2022, the solution has processed hundreds of thousands of document lines year to date.
• Success rates are approaching three-quarters, depending on document quality and vendor consistency.
• The work of a large intake team has shifted to a leaner group focused on exceptions, inquiries, and reconciliations instead of routine data entry.

What’s next:

• Plans to extend the automation into vendor-facing portals and conversational experiences.
• Future AI agents will be able to answer vendor queries, support onboarding, and handle maintenance tasks directly through Dynamics 365.

In practice, Graebel has reshaped invoice processing from a manual, email-heavy workflow into an AI-assisted, exception-driven process that scales with global growth.

Graebel is treating AI as a digital workforce and building out a portfolio of AI agents, while putting strong governance around them. Where AI agents are used today:

• Knowledge retrieval: Using Copilot Studio, Graebel built a retrieval agent that lets employees access policy documents and operational artifacts via chat instead of searching large PDFs and shared folders. This helps consultants significantly reduce time spent hunting for information.
• Operational workflows: Agents support scenarios like recruitment screening, employee onboarding, and other structured, multistep workflows.
• Legacy system automation: With partner Get AI, Graebel is piloting Computer Use Agents (CUAs) that interact with legacy systems by “seeing” the screen and using a virtual keyboard and mouse. CUAs can adapt to UI changes and help automate older systems, third-party apps, and antiquated websites where modern APIs don’t exist.
• Business insight and client engagement: An agent analyzes publicly available information from top client websites to detect signals like expansions or organizational changes, helping Graebel anticipate future service needs.
• Additional pilots: Agents for RFP evaluation, invoice auditing and reconciliation, and internal knowledge agents that surface IT documentation, client data, and HR/corporate policies via SharePoint and Copilot Studio.

Governance and Center of Excellence (CoE): To scale AI safely, Graebel partnered again with Get AI to establish a Center of Excellence covering Power Platform and Copilot Studio. Key governance practices include:

• Standardizing environments and tenant-wide policies.
• Automating pipelines and enforcing clear separation of development, testing, and production workloads.
• Disabling unused and risky components—after CoE implementation, Graebel disabled more than a thousand unused connectors and reduced administrative sprawl.
• Focusing on security, compliance, and data integrity while enabling rapid experimentation.

Strategic intent:

• Graebel aims to become a Microsoft-defined “Frontier Firm”—combining human expertise with AI agents, redesigning workflows around AI-first collaboration, and continuously adapting through data and AI reasoning.
• The company’s Be Bold strategy focuses on four pillars: enriching employee experiences, reshaping business processes, reinventing customer engagement, and bending the curve on innovation.
• The goal is not to replace people, but to remove administrative friction so teams can focus on delivering strong, people-focused services.

By pairing AI agents with a disciplined CoE and governance model, Graebel is reimagining how work gets done while keeping security, compliance, and trust at the center of its AI journey.