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 previous wave's release plans, go to 2024 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 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
Analyze data using the Record to Report data model Users by admins, makers, or analysts Apr 28, 2023 Oct 30, 2024
Manage assets using the Acquire to Dispose data models Users, automatically Feb 2025 Mar 2025
Create drivers and formulas in business performance planning Users by admins, makers, or analysts Oct 31, 2024 Oct 31, 2024
Track change management in business performance planning Users, automatically - Dec 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
Create dimensions and cubes using Copilot in Business performance planning Users, automatically Feb 2025 -
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
Refresh data frequently in Business performance analytics Users by admins, makers, or analysts Feb 2025 Apr 2025
Use managed extensibility of data models Users by admins, makers, or analysts Feb 2025 Apr 2025
Generative help in business performance planning application Users by admins, makers, or analysts - Dec 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
Reconcile with subledger to general ledger reconciliation agent Users by admins, makers, or analysts Mar 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 -
Add efficiency with enhanced bank reconciliation report Admins, makers, marketers, or analysts, automatically Jun 28, 2024 Oct 4, 2024
Reverse posted purchase order invoice Users by admins, makers, or analysts - Mar 2025
Increase the length of invoice numbers Users by admins, makers, or analysts Jul 26, 2024 Oct 31, 2024
Correct receipt matching error in vendor invoices with Copilot Users by admins, makers, or analysts Jan 2025 -
Get batch log summarization of sales invoice copilot Users by admins, makers, or analysts - Feb 2025
Automatically clear bridged transactions Admins, makers, marketers, or analysts, automatically Apr 1, 2024 Oct 4, 2024
Use Copilot to handle vendor invoice exceptions Users by admins, makers, or analysts Jan 2025 -
Make payments in advance with prepayment sales invoices Users by admins, makers, or analysts Feb 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
Enable financial tags for purchase order invoicing Users by admins, makers, or analysts - Jan 2025
Optimize user security configurations and licensing costs Users, automatically Jan 2025 Jul 2025

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
Use electronic invoicing in Colombia Users by admins, makers, or analysts - Feb 2025
Use electronic invoicing in Uruguay Users by admins, makers, or analysts - Jan 2025
Use electronic invoicing in Guatemala Users by admins, makers, or analysts - Feb 2025
Expand localization for LATAM countries - Ecuador Users by admins, makers, or analysts - Jan 2025
Expand localization for LATAM countries - Bolivia Users by admins, makers, or analysts - Jan 2025
Expand localization for LATAM countries - Dominican Republic Users by admins, makers, or analysts - Feb 2025
Expand localization for LATAM countries - Peru Users by admins, makers, or analysts - Feb 2025
Expand localization for LATAM countries - Venezuela Users by admins, makers, or analysts - Feb 2025
Get support for new legislation for e-invoicing in Spain Users by admins, makers, or analysts - Mar 2025
Use electronic invoicing in Costa Rica Users by admins, makers, or analysts - Dec 2024
Use electronic invoicing in Paraguay Users by admins, makers, or analysts - Dec 2024
Experience updates to the Interfactura API for e-invoicing in Mexico Users by admins, makers, or analysts - Mar 2025
Use electronic invoicing in Ecuador Users by admins, makers, or analysts - Feb 2025
Use electronic invoicing in Dominican Republic Users by admins, makers, or analysts - Feb 2025
Use electronic invoicing in Peru Users by admins, makers, or analysts - Feb 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 -

You are able to opt into some features as part of early access on August 12, 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.