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 October 2023 through March 2024. 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 2024 release wave 1 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.
Business performance
The business performance suite of capabilities brings together analytics, planning, and insights as an extensible solution on a single platform.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Use Excel add-in for planning | Users by admins, makers, or analysts | - |
Mar 22, 2024 |
Core financials
Automation, AI, and enhancements to core financials.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Use bank foreign currency revaluation enhancements | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Check out new AP clerk workspace capabilities | Users by admins, makers, or analysts |
Jan 26, 2024 |
Jul 2024 |
| Handle periodically recurring invoices | Users by admins, makers, or analysts | - |
Dec 29, 2023 |
| Post new transactions directly from bank reconciliation | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Import bank statement automatically from SharePoint folder | Users by admins, makers, or analysts | - |
Oct 27, 2023 |
| Support more complex bank reconciliation matching rules | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Support customer refunds with credit transfer format | Users, automatically | - |
Oct 2, 2023 |
| Generate payment journal, settle open invoices directly from bank reconciliation | Users by admins, makers, or analysts |
Jan 12, 2024 |
- |
| Calculate foreign currency during ledger settlement | Users by admins, makers, or analysts | - |
Feb 21, 2024 |
| Business performance planning for Dynamics 365 | Users, automatically | - |
Dec 20, 2023 |
| Explore customer and vendor balance netting | Users by admins, makers, or analysts |
Nov 2, 2023 |
Jul 2024 |
| Check number validation | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Calculate gain or loss for reporting currency only | Users by admins, makers, or analysts | - |
Oct 6, 2023 |
| Integration with custom prebuilt model in Invoice capture | Users by admins, makers, or analysts | - |
Jan 31, 2024 |
| Capturing additional fields from the result of prebuilt models | Users by admins, makers, or analysts |
Oct 31, 2023 |
Nov 24, 2023 |
Globalization Studio
Globalization Studio automates complex tax scenarios and provides out-of-the-box localizations for multiple countries/regions and in multiple languages. Extended by partners and customers, it allows our customers to run Dynamics 365 finance and operations apps in over 200 countries/regions.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Electronic invoicing – Waybill (Carta Porte) update to version 3 | Users by admins, makers, or analysts | - |
Dec 15, 2023 |
| Electronic invoicing – German XRechnung format update to version 3 | Users by admins, makers, or analysts | - |
Dec 14, 2023 |
| Use electronic invoicing in Australia and New Zealand | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Use Tax Audit SAF-T for Denmark | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Expand localization for LATAM countries – Chile | Users by admins, makers, or analysts | - |
Nov 30, 2023 |
| Expand localization for LATAM countries – Costa Rica | Users by admins, makers, or analysts | - |
Nov 30, 2023 |
| Expand localization for LATAM countries – Nicaragua | Users by admins, makers, or analysts | - |
Nov 30, 2023 |
| Expand localization for LATAM countries – Panama | Users by admins, makers, or analysts | - |
Nov 30, 2023 |
| Expand localization for LATAM countries – Colombia | Users by admins, makers, or analysts |
Dec 22, 2023 |
Jul 2024 |
| Expand localization for LATAM countries – Paraguay | Users by admins, makers, or analysts |
Dec 22, 2023 |
Jul 2024 |
| Expand localization for LATAM countries – Uruguay | Users by admins, makers, or analysts |
Dec 22, 2023 |
Jul 2024 |
| Expand localization for LATAM countries – Guatemala | Users by admins, makers, or analysts |
Dec 22, 2023 |
Jul 2024 |
| Electronic Invoicing service – Global e-invoicing ISV last-mile connector | Users by admins, makers, or analysts | - |
Dec 15, 2023 |
| Simplify integration with tax solution ISVs | Users by admins, makers, or analysts |
Feb 2, 2024 |
Mar 15, 2024 |
| Use the Tax Calculation service in Project Operations | Users by admins, makers, or analysts | - |
Feb 2, 2024 |
| See new capabilities in the Tax Calculation service | Users by admins, makers, or analysts | - |
Oct 2, 2023 |
| Enable the electronic reporting format destinations dialog box | Admins, makers, marketers, or analysts, automatically |
Jul 31, 2023 |
Oct 2, 2023 |
- You are able to opt into some features as part of early access on July 31, 2023, including all mandatory changes that affect users. To learn more, go to Early access FAQ.
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.