Optimize year-end close

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.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Feb 6, 2023

Business value

This feature helps execute the year-end close faster and gives visibility into the year-end close processing results. In addition, it gives users the control to manage financial dimensions transfer for balance sheet accounts.

Feature details

This feature helps ensure that the year-end close processing will run on the microservice when the Optimize year-end close service is installed on Dynamics 365 Lifecycle Services and the Optimize year-end close feature is enabled in Dynamics 365 Finance.

In addition, this feature provides year-end close results. Besides running the year-end close logic in the microservice, this feature gives the ability to specify balance sheet financial dimensions in detail when you close a year. This functionality now parallels the capability that's available for profit and loss accounts.

See also

Optimize year-end close (docs)