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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | Sep 2025 |
Business value
Financial tags provide an alternative to financial dimensions for tracking transactional data. Use tags to track data that isn't reusable but still provides analytical context to an organization. You can use tags on many transaction types and inquiries within Dynamics 365 Finance and Operations. Customers also need this data available within Business performance analytics and the Accounting source explorer to define the tags as an additional dimension for analysis.
Feature details
Financial tags are already part of some inquiry pages, such as the Voucher transactions page. This feature adds financial tags to the Accounting source explorer inquiry within Finance.
The feature also adds financial tags to the data model for Record to Report within Business performance analytics, so you can use them as dimensions for analysis.