What's new and planned for Dynamics 365 Finance

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

This topic lists features that are planned to release from April 2021 through September 2021. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Core financials

This release in core finance is focused on incorporating capabilities into the cash flow forecast and continuous enhancements across all financial areas.

Feature Enabled for Public preview General availability
Adjustment wizard for asset leases Users by admins, makers, or analysts - Apr 30, 2021
Advanced Bank Reconciliation statement end date can be same as start date for subsequent bank statement Users, automatically - Apr 30, 2021
Budget plan narrative Users by admins, makers, or analysts - Apr 30, 2021
Cash flow forecasting – project integration Users by admins, makers, or analysts Mar 31, 2021 Apr 30, 2021
Vendor collaboration bank changes Users by admins, makers, or analysts - Jul 5, 2021
General ledger year-end enhancements Users by admins, makers, or analysts - Jul 30, 2021
Block posting and submission of vendor invoices to workflow Users by admins, makers, or analysts - Jul 31, 2021
Lock asset book in depreciation journal Users by admins, makers, or analysts - Aug 27, 2021

Finance insights

Accelerating digital transformation with AI and automation.

Feature Enabled for Public preview General availability
Customer payment predictions Users by admins, makers, or analysts Jul 30, 2021 -
External data for cash flow forecasting Users by admins, makers, or analysts Jul 30, 2021 -
Forecast bank balance Users by admins, makers, or analysts Jul 30, 2021 -
Intelligent budget proposal Users by admins, makers, or analysts Jul 30, 2021 -
Treasurer workspace Users by admins, makers, or analysts Jul 30, 2021 -

Globalization

This release focused on delivering localization for Egypt, general availability of the Electronic Invoicing Add-on, public preview of tax service, and several other highly requested features.

Feature Enabled for Public preview General availability
Extended Czech Republic localization – acquisition proposals for preacquisition transactions Users by admins, makers, or analysts - Apr 1, 2021
Invoicing – enhanced invoice date control Users by admins, makers, or analysts - Apr 1, 2021
Invoicing – extending chronological invoice and voucher numbers Users by admins, makers, or analysts - Apr 1, 2021
Invoicing – references to original invoices in credit notes Users by admins, makers, or analysts - Apr 1, 2021
Regulatory Configuration Service – simplified globalization feature management for globalization services Users by admins, makers, or analysts - Apr 1, 2021
Regulatory Configuration Service expanded regional coverage to Europe Users by admins, makers, or analysts - Apr 1, 2021
Configurable business documents – additional barcode type support Admins, makers, marketers, or analysts, automatically Feb 1, 2021 Apr 1, 2021
Configurable business documents – preview support for print management Admins, makers, marketers, or analysts, automatically Feb 1, 2021 Apr 1, 2021
Tax – enhanced global withholding tax Users by admins, makers, or analysts Feb 1, 2021 Apr 1, 2021
Tax – using packing slip date as tax calculation date Admins, makers, marketers, or analysts, automatically Feb 1, 2021 Apr 1, 2021
SAF-T for Lithuania Users by admins, makers, or analysts Mar 5, 2021 Apr 15, 2021
Collections – interest note calculation based on number of days between due and payment date Users by admins, makers, or analysts - May 1, 2021
Electronic Invoicing (general availability) Users by admins, makers, or analysts - May 1, 2021
Extended Italian localization – payment traceability improvements Users by admins, makers, or analysts - May 1, 2021
Invoicing – improved Natura codes handling in FatturaPA electronic invoice Users by admins, makers, or analysts - May 1, 2021
Country and region expansion – Egypt Users, automatically Feb 1, 2021 May 1, 2021
Electronic Invoicing – configurable Egyptian e-invoice format and integration Users by admins, makers, or analysts Feb 1, 2021 May 1, 2021
Electronic Invoicing – configurable Austrian electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable Belgian electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable Danish electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable Dutch electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable Estonian electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable French electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable German electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable Norwegian electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Electronic Invoicing – configurable Spanish electronic invoice Users by admins, makers, or analysts - Jul 1, 2021
Invoicing – electronic invoice file integration for India Users by admins, makers, or analysts - Jul 30, 2021
Electronic Invoicing – configurable Brazilian e-invoice (NF-e) Users by admins, makers, or analysts - Aug 1, 2021
Electronic Invoicing – configurable Brazilian e-invoice for services (NFS-e) Users by admins, makers, or analysts - Aug 1, 2021
Electronic Invoicing – configurable cross-country PEPPOL electronic invoice Users by admins, makers, or analysts - Aug 1, 2021
Electronic Invoicing – configurable Finnish electronic invoice Users by admins, makers, or analysts - Aug 1, 2021
Electronic Invoicing – configurable Italian electronic invoice Users by admins, makers, or analysts - Aug 1, 2021
Tax Calculation service – supporting multiple VAT ID (preview) Users by admins, makers, or analysts Apr 16, 2021 Oct 8, 2021
Tax Calculation service – supporting tax in transfer order (preview) Users by admins, makers, or analysts Apr 16, 2021 Oct 8, 2021
Tax Calculation service (preview) Users by admins, makers, or analysts Apr 16, 2021 Oct 8, 2021

Public sector

This area covers features in Dynamics 365 Finance specific to the public sector industry.

Feature Enabled for Public preview General availability
Restrict ability to edit accounting distribution on vendor invoices Users by admins, makers, or analysts - Apr 30, 2021

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.