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
Complete, analyze, and run what-if scenarios in Excel Users, automatically - May 31, 2024
Track change management with copilot capabilities Admins, makers, marketers, or analysts, automatically Sep 2024 -
Empower users with generative help and guidance Users, automatically Jul 2024 Oct 2024
Set up security for multiple users at once in planning Users by admins, makers, or analysts - May 31, 2024
Create a restricted values list for dimensions in planning Users by admins, makers, or analysts - May 31, 2024
Set up data flows in business application planning app Users by admins, makers, or analysts - May 31, 2024
Edit dimensions and values in grid for planning Users by admins, makers, or analysts - May 31, 2024
Extend data models in Microsoft Fabric Users by admins, makers, or analysts Jul 2024 Oct 2024
Analyze business data in Excel Users by admins, makers, or analysts Jul 2024 Oct 2024
Generative help in Business performance planning application Users by admins, makers, or analysts Sep 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 14, 2024
Make faster decisions using workflow summary Users, automatically - Jul 2024
Improve efficiency using Customer page summary Users, automatically - Jul 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 May 23, 2024 Jun 2024
Financial tags support added to more journals and documents Users, automatically - Jul 2024
Create online templates for consolidation 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 1, 2024
Add efficiency with enhanced bank reconciliation report Admins, makers, marketers, or analysts, automatically Jul 2024 Oct 2024
Increase the length of invoice numbers Users by admins, makers, or analysts Jul 2024 Oct 2024
Choose from more exchange rate types to revalue bank currency Admins, makers, marketers, or analysts, automatically - Apr 1, 2024
Archive data Users by admins, makers, or analysts Jul 2024 -
Improve bank account lifecycle management Users by admins, makers, or analysts Jul 2024 Feb 2025
Choose from more exchange rate types for currency revaluation Admins, makers, marketers, or analysts, automatically - Apr 30, 2024
Automatically clear bridged transactions Admins, makers, marketers, or analysts, automatically Apr 1, 2024 Oct 2024
Explore customer and vendor balance netting Users by admins, makers, or analysts Nov 2, 2023 Jul 2024
Matching rule enhancement in advanced bank reconciliation Admins, makers, marketers, or analysts, automatically Apr 1, 2024 Oct 2024
Save time with automated cash application Admins, makers, marketers, or analysts, automatically Apr 1, 2024 Oct 2024
Archive tax transactions Users by admins, makers, or analysts Apr 1, 2024 Jun 7, 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
Meet requirements for e-invoicing in Malaysia Users by admins, makers, or analysts - Jun 2024
Support multiple tax registration numbers in Tax reporting Users by admins, makers, or analysts Sep 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 1, 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.