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 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 next wave's release plans, go to 2024 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 |
| Empower users with generative help and guidance | Users, automatically |
Aug 30, 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 |
Aug 6, 2024 |
Oct 2024 |
| Analyze business data in Excel | Users by admins, makers, or analysts |
Jul 1, 2024 |
Oct 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 31, 2024 |
| Improve efficiency using Customer page summary | Users, automatically | - |
Jul 31, 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 26, 2024 |
| Archive general ledger posted data | Admins, makers, marketers, or analysts, automatically |
May 23, 2024 |
Jun 7, 2024 |
| Financial tags support added to more journals and documents | Users, automatically | - |
Jul 31, 2024 |
| Create online templates for consolidation | Users by admins, makers, or analysts | - |
Jul 31, 2024 |
| Financial tags added to accounting distributions | Users, automatically | - |
Jul 31, 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 |
Jun 28, 2024 |
Oct 4, 2024 |
| Increase the length of invoice numbers | Users by admins, makers, or analysts |
Jul 26, 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 26, 2024 |
- |
| Improve bank account lifecycle management | Users by admins, makers, or analysts |
Jul 31, 2024 |
Apr 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 4, 2024 |
| Explore customer and vendor balance netting | Users by admins, makers, or analysts |
Nov 2, 2023 |
Jul 1, 2024 |
| Manage advanced bank reconciliation with matching rule enhancement | Admins, makers, marketers, or analysts, automatically |
Apr 1, 2024 |
Oct 4, 2024 |
| Save time with automated cash application | Admins, makers, marketers, or analysts, automatically |
Apr 1, 2024 |
Oct 4, 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 210 countries/regions.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Meet requirements for e-invoicing in Malaysia | Users by admins, makers, or analysts | - |
Jun 30, 2024 |
| Import vendor electronic invoices in Germany | Users by admins, makers, or analysts | - |
Sep 4, 2024 |
| Support multiple tax registration numbers in Tax reporting | Users by admins, makers, or analysts |
Sep 27, 2024 |
Sep 27, 2024 |
| Expand localization for LATAM countries – Colombia | Users by admins, makers, or analysts |
Dec 22, 2023 |
Aug 30, 2024 |
| Expand localization for LATAM countries – Paraguay | Users by admins, makers, or analysts |
Dec 22, 2023 |
Aug 30, 2024 |
| Expand localization for LATAM countries – Uruguay | Users by admins, makers, or analysts |
Dec 22, 2023 |
Aug 30, 2024 |
| Expand localization for LATAM countries – Guatemala | Users by admins, makers, or analysts |
Dec 22, 2023 |
Aug 30, 2024 |
| Use electronic invoicing in Chile | Users by admins, makers, or analysts | - |
Jun 30, 2024 |
| Use electronic invoicing in Panama | Users by admins, makers, or analysts | - |
Aug 21, 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.