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 2023 through September 2023. 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 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.
Core financials
Explore the 2023 release wave 1 features focused on bringing additional enhancements to core financial capabilities, financial automation, and reporting.
Feature | Enabled for | Public preview | General availability |
---|---|---|---|
Business performance analytics - reporting hub and base reports on data | Users by admins, makers, or analysts | Apr 28, 2023 | |
Business performance analytics - security | Users by admins, makers, or analysts | Apr 28, 2023 | |
AI powers collections workspace timeline summary | Users by admins, makers, or analysts | Jun 15, 2023 | |
Credit card payment refactory | Users by admins, makers, or analysts | - | Apr 28, 2023 |
Define financial tags | Users by admins, makers, or analysts | - | Apr 28, 2023 |
Define foreign currency revaluation posting profile | Admins, makers, marketers, or analysts, automatically | - | Apr 28, 2023 |
Determine posting of disposal transaction | Users, automatically | - | Apr 28, 2023 |
Summarize vendor and customer payments to the bank subledger | Users by admins, makers, or analysts | - | Apr 28, 2023 |
Process free text invoices faster | Users by admins, makers, or analysts | Apr 30, 2023 | Apr 30, 2023 |
Support financial tags in ledger settlement (automated and manual) | Users by admins, makers, or analysts | - | May 26, 2023 |
Support financial tags on additional financial journals | Users by admins, makers, or analysts | - | May 26, 2023 |
Accounts payable fully automated with invoice capture | Users by admins, makers, or analysts | - | Jul 18, 2023 |
Utilize vendor aging report with large volumes of data | Users by admins, makers, or analysts | - | Jul 28, 2023 |
Directly view posted vouchers from bank statement | Users by admins, makers, or analysts | - | Aug 25, 2023 |
Filtering capability in bank reconciliation | Users by admins, makers, or analysts | - | Aug 25, 2023 |
Reverse posted new transactions in bank statement | Users by admins, makers, or analysts | - | Aug 25, 2023 |
Business performance analytics – record to report data model | Users by admins, makers, or analysts | Apr 28, 2023 | To be announced |
Globalization Studio
Globalization Studio provides out-of-the-box tax and localization content for 51 countries and regions and in 57 languages.
Feature | Enabled for | Public preview | General availability |
---|---|---|---|
Country expansion - localizations for LATAM countries | Users by admins, makers, or analysts | Apr 1, 2023 | - |
Archive tax transactions | Users by admins, makers, or analysts | May 26, 2023 | - |
Electronic Invoicing service – French e-reporting and e-invoice integration with Chorus Pro | Users by admins, makers, or analysts | - | May 15, 2023 |
Electronic invoicing – updated German xRechnung format | Users by admins, makers, or analysts | - | Jun 30, 2023 |
Tax reporting – extending multiple tax ID reporting to more EU countries | Users by admins, makers, or analysts | - | Jun 30, 2023 |
Enable additional exchange rate types for tax currency conversions | Admins, makers, marketers, or analysts, automatically | - | Jul 14, 2023 |
Indian taxation localization support for project integration journal | Users, automatically | - | Jul 14, 2023 |
Withhold tax calculation during invoicing | Users by admins, makers, or analysts | - | Jul 14, 2023 |
Comply with the Qualified Invoice System in Japan | Users by admins, makers, or analysts | - | Jul 28, 2023 |
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.