What's new and planned for Dynamics 365 Finance
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
This topic lists features that are planned to release from April 2020 through September 2020. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released (see Microsoft policy).
- For a list of previous wave release plans, see the 2019 release wave 2 release plan.
- For a list of next wave release plans, see the 2020 release wave 2 release 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 day of release.
This check mark (
) shows which features have been released for public preview or early access and for general availability.
Core financials
This release focuses on automating common tasks to reduce the number of processes that users complete manually. In addition, it introduces credit management capabilities that help an organization manage risk and automate downstream processes. It also enhances usability.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Add Vendor ID, Customer ID, Vendor Name, and Customer Name to the voucher transactions list page | End users by admins, makers, or analysts | - | Apr 3, 2020 |
| Allow filtering the Tax 1099 detail report by reporting year | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Budget planning query optimization for performance | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Credit management | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Date range for Posted transactions by journals report | End users, automatically | Feb 3, 2020 |
Apr 3, 2020 |
| Prohibit submission to workflow when the invoice total and registered invoice total are not equal | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Improve performance when copying charges to vendor invoice lines | End users by admins, makers, or analysts | - | May 8, 2020 |
| Vendor invoice batch posting | End users by admins, makers, or analysts | - | May 8, 2020 |
| Automatic vendor payment proposal | End users by admins, makers, or analysts | - | Jul 15, 2020 |
| 1099-DIV reporting option for total ordinary dividends | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Advanced ledger settlement – settlement and reverse settlement processed separately | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Apply changes to 1099-NEC and 1099-MISC forms for 2020 | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Apply prepayments for finalized purchase orders to invoices | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Ensure vendor prepayment invoice amounts are greater than zero | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Retained earnings calculation enhancements for financial reporting when using currency translation | End users by admins, makers, or analysts | - | Aug 7, 2020 |
Globalization
This release focused on merging the Italian add-in EXIL into core localization, shipping ISO 20022 format for international payment for France (highly requested on the Idea Portal), and extending configurable business documents with PDF conversion and direct printing features (in public preview).
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Electronic reporting advanced formula editor | Admins, makers, or analysts, automatically | Feb 3, 2020 |
Apr 1, 2020 |
| Extended French localization – ISO 20022 format for international payment and treasury transfer | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Advanced notes management | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Bank account setup enhancement | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Improved inquiry on debit/credit | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Miscellaneous charges per kilogram in Intrastat declaration | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Posting invoices with zero amount | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Sales invoice lines sorting by packing slips | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Separate accounts for credit notes | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Italian localization – Tax invoice for goods delivered for free | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Extended Swiss localization – QR-bill implementation | End users by admins, makers, or analysts | Feb 3, 2020 |
Apr 3, 2020 |
| Use fiscal data from an invoice account | End users by admins, makers, or analysts | Mar 6, 2020 |
Apr 8, 2020 |
| Extended Italian localization – General ledger simulations | End users by admins, makers, or analysts | Feb 3, 2020 |
Aug 1, 2020 |
| Extended Italian localization – Intent letters – invoicing of usual exporters | End users by admins, makers, or analysts | Feb 3, 2020 |
Aug 1, 2020 |
| Extended Italian localization – Unique Certification | End users by admins, makers, or analysts | Feb 3, 2020 |
Aug 1, 2020 |
| Extended Italian localization – Commission settlement on payments | End users by admins, makers, or analysts | May 1, 2020 |
Aug 1, 2020 |
| Extended Italian localization – Configurable posting profiles for banks and remittance types | End users by admins, makers, or analysts | May 1, 2020 |
Aug 1, 2020 |
| Extended Italian localization – Protest handling for bills of exchange | End users by admins, makers, or analysts | May 1, 2020 |
Aug 1, 2020 |
| Extended Italian localization – Tax plafond | End users by admins, makers, or analysts | Jul 1, 2020 |
Aug 1, 2020 |
| Configurable business documents – Word templates | End users by admins, makers, or analysts | - | Sep 30, 2020 |
| Configurable business documents direct printing | End users by admins, makers, or analysts | Apr 3, 2020 |
To be announced |
| Configurable business documents conversion to PDF | End users by admins, makers, or analysts | Apr 3, 2020 |
To be announced |
Public sector
This release focuses on improvements to budgeting, accounts payable, and Canadian tax.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Daily statement of treasurer's accountability | End users by admins, makers, or analysts | - | Apr 3, 2020 |
| Update bank balances when posting transactions using advanced ledger entry | End users by admins, makers, or analysts | Mar 2, 2020 |
Apr 3, 2020 |
| Allow interest distribution and escheatment to update bank balances when posting | End users by admins, makers, or analysts | - | May 1, 2020 |
| Remove option to replace budget plan | End users by admins, makers, or analysts | - | Jul 3, 2020 |
| Add lines to PO invoices associated with a purchase agreement | End users by admins, makers, or analysts | - | Jul 24, 2020 |
| A-133 Circular Report for Grants (SEFA) | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Canadian Harmonized Sales Tax | End users by admins, makers, or analysts | - | Aug 7, 2020 |
| Schedule of Expenditures of Federal Awards inquiry | End users by admins, makers, or analysts | - | Aug 7, 2020 |
Description of Enabled for column values:
End users, automatically: These features include change(s) to the user experience for end users and are enabled automatically.
Admins, makers, or analysts, automatically: These features are meant to be used by administrators, makers, or business analysts and are enabled automatically.
End 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 end users.
For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide. For more information about geographic areas and data centers (regions), go to the Dynamics 365 and Power Platform availability page.