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, Power Platform, and Cloud for Industry release plans.

This topic lists features that are planned to release from April 2023 through September 2023. 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.

For a list of the next wave's release plans, go to 2023 release wave 2 plan.

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

Explore the 2023 release wave 1 features focused on bringing additional enhancements to core financial capabilities, financial automation, and reporting.

Feature Enabled for Public preview General availability
Business performance analytics - reporting hub and base reports on data Users by admins, makers, or analysts Apr 28, 2023
Business performance analytics - security Users by admins, makers, or analysts Apr 28, 2023
AI powers collections workspace timeline summary Users by admins, makers, or analysts Jun 15, 2023
Credit card payment refactory Users by admins, makers, or analysts - Apr 28, 2023
Define financial tags Users by admins, makers, or analysts - Apr 28, 2023
Define foreign currency revaluation posting profile Admins, makers, marketers, or analysts, automatically - Apr 28, 2023
Determine posting of disposal transaction Users, automatically - Apr 28, 2023
Summarize vendor and customer payments to the bank subledger Users by admins, makers, or analysts - Apr 28, 2023
Process free text invoices faster Users by admins, makers, or analysts Apr 30, 2023 Apr 30, 2023
Support financial tags in ledger settlement (automated and manual) Users by admins, makers, or analysts - May 26, 2023
Support financial tags on additional financial journals Users by admins, makers, or analysts - May 26, 2023
Accounts payable fully automated with invoice capture Users by admins, makers, or analysts - Jul 18, 2023
Utilize vendor aging report with large volumes of data Users by admins, makers, or analysts - Jul 28, 2023
Directly view posted vouchers from bank statement Users by admins, makers, or analysts - Aug 25, 2023
Filtering capability in bank reconciliation Users by admins, makers, or analysts - Aug 25, 2023
Reverse posted new transactions in bank statement Users by admins, makers, or analysts - Aug 25, 2023
Business performance analytics – record to report data model Users by admins, makers, or analysts Apr 28, 2023 To be announced

Globalization Studio

Globalization Studio provides out-of-the-box tax and localization content for 51 countries and regions and in 57 languages.

Feature Enabled for Public preview General availability
Country expansion - localizations for LATAM countries Users by admins, makers, or analysts Apr 1, 2023 -
Archive tax transactions Users by admins, makers, or analysts May 26, 2023 -
Electronic Invoicing service – French e-reporting and e-invoice integration with Chorus Pro Users by admins, makers, or analysts - May 15, 2023
Electronic invoicing – updated German xRechnung format Users by admins, makers, or analysts - Jun 30, 2023
Tax reporting – extending multiple tax ID reporting to more EU countries Users by admins, makers, or analysts - Jun 30, 2023
Enable additional exchange rate types for tax currency conversions Admins, makers, marketers, or analysts, automatically - Jul 14, 2023
Indian taxation localization support for project integration journal Users, automatically - Jul 14, 2023
Withhold tax calculation during invoicing Users by admins, makers, or analysts - Jul 14, 2023
Comply with the Qualified Invoice System in Japan Users by admins, makers, or analysts - Jul 28, 2023

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.