What's new and planned for Dynamics 365 Finance

This topic lists features that are planned to release from April 2024 through September 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 previous 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.

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
Put planning into action by automating approved actions Users, automatically Jul 2024 -
Manage tasks and create reports with generative AI Users by admins, makers, or analysts Apr 2024 Jul 2024
Drive operational visibility with expanded data models Users, automatically Apr 2024 Sep 2024
Choose the business process that is important to you Users, automatically Apr 2024 Sep 2024
Detect data changes, spot errors, and simplify reporting Users by admins, makers, or analysts Sep 2024 To be announced
Complete, analyze, and run what-if scenarios in Excel and Copilot for planning Users, automatically - Apr 2024
Start planning quickly with templates in Finance Users, automatically - Jul 2024
Create drivers and formulas in planning app Users by admins, makers, or analysts - Sep 2024
Set up security for multiple users at once in planning Users by admins, makers, or analysts - Apr 2024
Create a restricted values list for dimensions in planning Users by admins, makers, or analysts - Apr 2024
Set up data flows in business application planning app Users by admins, makers, or analysts - Apr 2024
Edit dimensions and values in grid for planning Users by admins, makers, or analysts - Apr 2024
Dimension and cube creation copilot in planning Users, automatically Jul 2024 -

Copilot

AI-powered assistance to resolve financial tasks more efficiently in the location where the user works.

Feature Enabled for Public preview General availability
Speed results with collections coordinator summary Users by admins, makers, or analysts Jun 15, 2023 Jun 2024

Core financials

Automation, AI, and enhancements to core financials.

Feature Enabled for Public preview General availability
Check out new AP clerk workspace capabilities Users by admins, makers, or analysts Jan 26, 2024 Jul 2024
Archive general ledger posted data Admins, makers, marketers, or analysts, automatically Jul 2024 -
Financial tags support added to more journals and documents Users, automatically - Jul 2024
Define organization rules to default financial tags Users by admins, makers, or analysts - Jul 2024
Financial tags added to accounting distributions Users, automatically - Jul 2024
Manage petty cash Admins, makers, marketers, or analysts, automatically - Apr 2024
Add efficiency with enhanced bank reconciliation report Admins, makers, marketers, or analysts, automatically Jul 2024 -
Correct receipt matching error in vendor invoices with Copilot Users by admins, makers, or analysts Jul 2024 -
Choose from more exchange rate types to revalue bank currency Admins, makers, marketers, or analysts, automatically - Apr 2024
Prepayment sales Invoice Users by admins, makers, or analysts Jul 2024 Sep 2024
Archive data Users by admins, makers, or analysts Jul 2024 -
Improve bank account lifecycle management Users by admins, makers, or analysts Jul 2024 -
Choose from more exchange rate types for currency revaluation Admins, makers, marketers, or analysts, automatically - Apr 2024
Automatically clear bridged transactions Admins, makers, marketers, or analysts, automatically Apr 2024 -
Explore customer and vendor balance netting Users by admins, makers, or analysts Nov 2, 2023 Jul 2024
Prepayment sales invoice Users by admins, makers, or analysts Jul 2024 To be announced
Matching rule enhancement in advanced bank reconciliation Admins, makers, marketers, or analysts, automatically Apr 2024 -
Save time with autonomous cash application Admins, makers, marketers, or analysts, automatically Apr 2024 -
Archive tax transactions Users by admins, makers, or analysts Apr 2024 -

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
Expand localization for LATAM countries - Ecuador Users by admins, makers, or analysts - Aug 2024
Expand localization for LATAM countries - Bolivia Users by admins, makers, or analysts - Aug 2024
Expand localization for LATAM countries - Dominican Republic Users by admins, makers, or analysts - Aug 2024
Expand localization for LATAM countries - Peru Users by admins, makers, or analysts - Aug 2024
Expand localization for LATAM countries - Venezuela Users by admins, makers, or analysts - Aug 2024
Meet requirements for e-invoicing in Malaysia Users by admins, makers, or analysts - Jun 2024
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
Merge RCS into Finance as Globalization Studio Admins, makers, marketers, or analysts, automatically - Apr 2024
  • You are able to opt into some features as part of early access on February 5, 2024, 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.