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What's new and planned for Dynamics 365 Finance

This topic lists features that are planned to release from October 2024 through March 2025. 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 2025 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 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
Analyze data using the Record to Report data model Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Create drivers and formulas in business performance planning Users by admins, makers, or analysts Oct 31, 2024 Oct 31, 2024
Provide actionable insights that drive strategic decisions and operational efficiency Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Try the reporting, analytics, and insights hub Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Set dimensional row-level security in Business performance analytics Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Use Procure to Pay data models to report and gain insights Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Use Order to Cash data model to gain insights and analyze sales transactions Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Extend data models in Microsoft Fabric Users by admins, makers, or analysts Aug 6, 2024 Oct 31, 2024
Analyze business data in Excel Users by admins, makers, or analysts Jul 1, 2024 Oct 30, 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
Agent management Users by admins, makers, or analysts Mar 3, 2025 -

Core financials

Automation, AI, and enhancements to core financials.

Feature Enabled for Public preview General availability
Define rules for default financial tags Users by admins, makers, or analysts Oct 25, 2024 Jun 27, 2025
Add efficiency with enhanced bank reconciliation report Admins, makers, marketers, or analysts, automatically Jun 28, 2024 Oct 4, 2024
Cancel customer payment journals from bank reconciliation worksheet Users by admins, makers, or analysts - Mar 14, 2025
Speed up bank reconciliation with duplicate matching rules Users by admins, makers, or analysts - Mar 14, 2025
Further bank reconciliation report enhancements Users by admins, makers, or analysts - Mar 14, 2025
Increase the length of invoice numbers Users by admins, makers, or analysts Jul 26, 2024 Oct 31, 2024
Automatically clear bridged transactions Admins, makers, marketers, or analysts, automatically Apr 1, 2024 Oct 4, 2024
Make payments in advance with prepayment sales invoices Users by admins, makers, or analysts Feb 28, 2025 Jun 6, 2025
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
Offset dimensions for journal and voucher posting during bank reconciliation process Users by admins, makers, or analysts - Mar 14, 2025
Optimize user security configurations and licensing costs Users, automatically Jan 27, 2025 Jun 6, 2025

Globalization Studio

Globalization Studio is a comprehensive platform that enables organizations to operate at scale across more than 210 countries and regions by delivering out-of-the-box localizations, continuous regulatory updates, and unified, extensible frameworks for tax and regulatory compliance management.

Feature Enabled for Public preview General availability
Expand localization in LATAM countries for Ecuador Users by admins, makers, or analysts - Mar 21, 2025
Expand localization in LATAM countries for Bolivia Users by admins, makers, or analysts - Mar 21, 2025
Use electronic invoicing in Costa Rica Users by admins, makers, or analysts - Feb 7, 2025
Extend support for multiple tax registration numbers in reports Users by admins, makers, or analysts Oct 1, 2024 Oct 2, 2024
Use the Poland JPK KR PD annual regulatory report Users, automatically Dec 1, 2024 -

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 information on data residency in Dynamics 365 and Power Platform, visit the Microsoft Dynamics 365 and Power Platform data residency documentation. For more information about geo availability, visit the Dynamics 365 and Microsoft Power Platform availability page.