41 features included in release plans
Dynamics 365 Finance 2025 release wave 1
For previous release wave highlight videos:
For archived plans:
Business Value
Implementations for planning software can take days to months as organizations and consultants evaluate previous tools, or tabs of Excel spreadsheets to figure out their models and implementation plans. By using these Excel spreadsheets and copilot, users have a recommended and guided experience to have suggestions on the configurations of dimensions and cubes in planning.
Feature Details
By pointing to existing spreadsheets used for planning, organizations can reduce implementation time by receiving guided experience. Using dimension and cube creation copilot for planning, this process is simplified and streamlined by pointing to the Excel spreadsheets and having the system recommend dimensions, values, cubes, and formulas.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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Public preview date moved to Aug 2025 | Feb 13, 2025 |
Business Value
This feature streamlines the deployment of planning models by enabling seamless packaging and transfer of Business performance planning cubes, dimensions, and frameworks across environments. It eliminates the need to rebuild models from scratch, significantly reducing implementation time and effort. By providing a flexible and extensible foundation, businesses can accelerate decision-making, optimize planning processes, and adapt frameworks to industry-specific needs. Partners can create reusable baseline models, enhancing collaboration and ensuring rapid, tailored deployments. This results in increased efficiency, reduced costs, and faster time-to-value for planning and budgeting solutions.
Feature Details
The Business performance planning cube and dimension export and import feature allows users to seamlessly transfer planning structures across environments. Users can select a cube and its associated dimensions, generating a JSON file that encapsulates the data schema. This file can then be imported into another Business performance planning environment via two options:
Clicking Import cube on the home page.
-- or --
Selecting Create cube within the cube section and selecting Import cube.
A guided wizard assists users in selecting the previously exported JSON file. If a dimension with the same name exists in the target environment, users will receive a prompt asking whether to stop the process or proceed without duplicating the existing dimension. If a cube with the same name already exists, a notification will prevent the import, requiring users to rename the cube in either the source or target environment before proceeding.
It's important to note that this feature exports only the data schema—not the actual data. Once imported, users must populate the newly created tables using existing functionalities, such as manual data entry via the grid or Dataflow for dimensions and Dataflow or Excel upload for cubes.
This feature will be enabled by default for all licensed users upon updating the Business performance planning application to the latest version. No manual activation is required. There are no compatibility restrictions, and the feature has no impact on existing functionalities.
By streamlining the deployment of planning models, this feature significantly reduces implementation time, enabling customers to deploy solutions in less than two weeks. It empowers partners to create and distribute industry-specific planning templates, addressing the need for reusable frameworks. Research and customer feedback indicate that businesses seek a standardized yet adaptable approach, balancing best practices with customization. This feature facilitates that goal, allowing organizations to rapidly scale and optimize their planning processes.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Get support for multiple languages in Business performance analytics
UPDATED
Public Preview
Jul 2025
Business Value
Supporting multiple languages in Business performance analytics enhances accessibility and usability for a global audience. This feature allows users from different regions to interact with Business performance analytics in their native language, improving comprehension and reducing the risk of misinterpretation. By accommodating a diverse user base, businesses can ensure more accurate and efficient data analysis and reporting.
Feature Details
Supporting multiple languages in Business performance analytics enhances accessibility and usability for a global audience. By offering translations for data, metadata, schema, and the app interface, Business performance analytics ensures that users from different linguistic backgrounds can interact with the platform in their preferred language, improving user experience and engagement.
This inclusivity fosters a diverse user base, promoting collaboration across international teams and enhancing overall productivity. Additionally, multilingual support helps organizations comply with regional regulations and standards, driving broader adoption and ensuring Business performance analytics meets the needs of a global market. This feature will be enabled in an upcoming release, further expanding the reach and effectiveness of Business performance analytics.
Enabled for:
Business Value
Business Value
The Acquire to Dispose data model in business performance analytics enhances asset management by streamlining processes, ensuring accurate tracking and valuation, and offering detailed financial visibility. This feature enables customers to efficiently manage their assets from acquisition to disposal, reducing errors and saving time. With precise asset tracking and valuation, businesses gain better control over their financials, leading to more informed decision-making. The comprehensive financial visibility provided by the Acquire to Dispose data model allows customers to identify cost-saving opportunities, optimize asset usage, and ultimately drive profitability and growth.
Feature Details
The Acquire to Dispose (A2D) data model in business performance analytics provides significant business value by offering a comprehensive view of asset management, from acquisition to disposal. By supporting key processes such as asset acquisition, depreciation, maintenance, valuation, and disposal, the A2D data model enhances the accuracy and timeliness of asset data, facilitating better strategic planning and decision-making.
The Acquire to Dispose data model delivers granular data that enables users to create custom reports and perform detailed analysis, incorporating various dimensions across the asset lifecycle. This capability allows businesses to gain deeper insights into asset performance, usage, and cost trends. With dimension-based analysis, organizations can easily identify patterns in asset use, optimize maintenance schedules, and enhance investment strategies, leading to improved asset efficiency and cost savings.
By streamlining the entire asset management process, the A2D data model improves operational efficiency, reduces errors in asset tracking and valuation, and ensures timely asset disposal. This enhanced efficiency contributes to better financial management, reduced total cost of ownership, and stronger financial stability. Additionally, the A2D model supports effective tax management and accurate depreciation calculations, further improving financial compliance and reporting.
Furthermore, the comprehensive visibility provided by the Acquire to Dispose data model strengthens asset management practices by enabling accurate tracking and reporting of asset status and value. This reliability fosters better decision-making and long-term planning, driving operational excellence and business growth. By leveraging the Acquire to Dispose data model, businesses can optimize their asset management processes, improve financial performance, and achieve sustainable growth and competitive advantage.
Enabled for:
Business Value
Change history | |
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Public preview date moved to Jul 2025 | May 01, 2025 |
Business Value
Organizations can streamline their planning process with outlier detection, increasing their business agility and reducing time to take action in the planning cycle.
Feature Details
Planning is a critical part of an organization's process that helps it model out potential growth or business changes and get insight into the details and impact of new or divested investments. Organizations strive to do more continuous planning to get a competitive advantage by moving faster, getting insights earlier to be more agile and dynamic than their competition.
Using algorithms for outlier detection or for forecasting, businesses can have a more reliable plan. By automating these planning actions and creating new scenarios and reports, companies can save time by eliminating manual processes. Automating the full plan to act to analyze process is possible with the business performance capabilities, Power Automate, and Dynamics 365 Finance.
This feature will provide:
- Visualization of outliers
- Ability to exclude outliers from planning scenario
Enabled for:
Business Value
Change history | |
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Public preview date moved to Sep 2025 | Feb 13, 2025 |
Business Value
Increasing the frequency of data refreshes in Business performance analytics enhances its business value by providing more timely and accurate insights. This improvement accelerates the month-end close process and enhances reporting accuracy, enabling quicker decision-making and better financial management. As a result, businesses can respond more swiftly to changing conditions, optimize performance, and maintain a competitive edge.
Feature Details
Increasing the frequency of data refreshes in Business performance analytics supports two updates per day at general availability. Future releases will further enhance this feature by enabling more frequent refresh cycles. This capability allows users to make faster, data-driven decisions based on the most current information available, solving the issue of outdated data. Incremental data processing will be implemented, ensuring only new or changed data is processed, which reduces the time required for updates. This improvement will enhance operational efficiency, provide real-time analytics, and enable stakeholders to access the latest data. More frequent updates will drive better strategic planning, business agility, and responsiveness to market changes, thereby supporting continuous business growth and adaptability.
Enabled for:
Business Value
Business Value
Users have the opportunity to quickly try planning when connecting to Dynamics 365 Finance.
Feature Details
When evaluating or demonstrating new planning software, financial planning and analysis managers or partners would like to have a trial experience with their own data. This process typically takes weeks to configure as a proof of concept. Quick-start templates provide this experience in minutes versus days.
By using information about the chart of accounts and properties of posted data, when an organization connects to Dynamics 365 Finance, out-of-the-box templates provide a view of the organization's profit and loss. With editing capabilities, users can try out the entry experience immediately.
This feature provides the ability to import and export a Business performance planning data model (cube and dimension) from one environment to another.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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General availability date moved to Sep 2025 | Mar 13, 2025 |
Business Value
Streamlining access to Dynamics 365 Finance data with Business performance planning provides the following benefits:
- Boost efficiency: You save time by cutting down on manual data entry, letting you dive straight into the analysis that matters.
- Improved accuracy: With direct integration, your planning uses the latest financial data, so you can trust your numbers.
- Smooth experience: A unified platform means a consistent, user-friendly experience, making your tools easier to use.
- Real-time insights: You get up-to-date financial info, helping you make quick, informed decisions.
- Cut costs: Fewer systems mean lower maintenance and training costs, putting money back in your pocket.
- Strategic edge: Using integrated data for planning gives you an advantage, helping you spot trends and opportunities first.
This feature turns financial planning into a more efficient, accurate, and strategic process, driving better business outcomes for you.
Feature Details
The integration between Business performance planning and Business performance analytics enhances financial planning, forecasting, and operational efficiency by providing a seamless connection between Business performance planning and Dynamics 365 finance and operations. This feature allows you to leverage analytical tables built by Business performance analytics, enabling better decision-making and agility in planning. The integration addresses key challenges such as data inconsistencies, lack of direct data import methods, unfriendly table names, and performance issues. By simplifying the process and using AI to assist in building and planning data models, this integration helps you make timely, data-driven decisions and improves the overall user experience.
- Allow users to access the Business performance analytical tables.
- Pick and choose the tables you need to start planning.
- Perform transformation (such as Group By, Filter) on those tables before importing into Dataverse.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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Public preview date moved to Sep 2025 | Feb 13, 2025 |
Business Value
This feature improves the overall transparency and accountability of changes made to cube data in business performance planning, providing users with a comprehensive view of the data's history and facilitating better decision-making.
Feature Details
The change management tracking for cubes in business performance planning aims to enhance tracking and transparency of changes made to cube data. This feature allows users to track who made changes, what changes were made, and when they were made. The UI experience will clearly show the changed values before and after the change, and users can filter the audit trail data for reporting purposes.
The feature also includes a contextualized audit trail experience within Power BI visuals, allowing users to access the audit trail directly within the visuals.
Enabled for:
Business Value
Change history | |
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General availability date moved to Feb 2025 | Dec 08, 2024 |
Business Value
The managed extensibility of data models in Business performance analytics significantly enhances its business value by offering customers the flexibility to seamlessly integrate data from Dynamics 365 extensions and proprietary sources.
This feature allows for a more comprehensive and customized data analysis, ensuring that all relevant information is included in decision-making processes. By enabling easy integration of additional data, businesses can achieve deeper insights, improved accuracy in reporting, and tailored analytics that meet specific business needs. This adaptability drives better strategic planning, operational efficiency, and supports continuous growth and innovation.
Feature Details
By incorporating placeholder fields and empty star schemas, customers can map their unique fields, enabling customized and tailored analytics. This approach allows businesses to extend the BPA model to meet specific needs, facilitating deeper insights and more relevant reporting.
Enabled within Business performance analytics and a customer's Fabric license, this feature addresses the issue of extending the Business performance analytics data model written off Dynamics 365 finance and operations data to conform to additional data sources in Fabric. Ultimately, managed extensibility fosters a highly adaptable analytics environment, supporting personalized decision-making and driving business growth through tailored data integration.
Enabled for:
Business Value
Business Value
Reconciliation of data is a time-consuming process, often deferred until the end of a period. This can add time and headaches to the completion of the period end tasks. The subledger to general ledger reconciliation feature will change this process to be proactive rather than reactive when a difference is identified. Copilot will be used to notify the user of a difference between the subledger and the general ledger, provide options for how to resolve the issue, and eventually resolve the issue on behalf of the user. Reconciliation should no longer be a bottleneck, but instead is always in a continuous state of readiness.
Feature Details
The first reconciliation copilot automations focus on reconciling subledgers to the general ledger balances. SQL Server Reporting Services (SSRS) reports will be a thing of the past, and will be replaced with a near-real time process that proactively notifies the finance team of any reconciliation issues. Upon recognition of an issue, Copilot identifies the mismatched transactions and provides a solution. That solution may be changing a setting on the main account (such as don't allow manual entry) or may recognize when a posting profile has changed, causing a different balance sheet account to be used for reconciliation.
An audit trail will be maintained when issues are identified, along with the solution. Copilot will learn from the solutions of the past and move toward automatic resolution to any reconciliation issues (longer-term vision). Again, it's all tracked with an audit trail for actions taken by Copilot.
The first releases will focus on a subset of subledgers: accounts payable, accounts receivable, tax, and bank. Additional subledgers, such as fixed assets and inventory, will be added in future releases.
Enabled for:
Business Value
Business Value
Most organizations heavily use the financial journals, such as the general journal, vendor/customer payment journals, and vendor invoice journal. The wide use of these journals has an impact on the efficiency of daily tasks, and especially at period end. The goal of this series of features is to address the following challenges faced by users when using the financial journals:
- Unacceptable performance for importing, validation, and posting of large journals.
- No support for a 'true' global or multicompany journal, which allows entry of vouchers for different legal entities within a single journal. This is necessary to support how organizations work, which is by management of business units/regions/cost centers rather than by legal entity. -
- Transactions that can't be easily reversed due to limitations in the current design.
- Financial dimensions that don't default for the originating company when an intercompany voucher is entered on multiple lines.
- No ability to preview accounting entries prior to posting.
- Poor visibility into errors per voucher.
Feature Details
The primary focus of this release is creating a new set of financial journals using the new journal framework. For this wave, we'll begin by focusing on the architecture of a new journal framework. During this phase, we are taking into consideration the goodness of the current journals while also addressing the challenges faced by finance users. For the first release of the new journal framework, we will introduce a new general journal that supports the following:
- Ledger account adjustments only (for phase 1).
- Exponentially better performance for the end-to-end process of importing, validation, and posting of vouchers/journals.
- Importing and manual entry of vouchers for multiple companies within a single journal. For example, you can create a journal and enter transactions for USMF and USSI without creating a new journal and signing in/out. This will be limited to legal entities based on your security access.
- Move processing down to the voucher level. Validation, approvals, and posting can be initiated at the journal level still, but the processing will be done at the voucher level.
- Introduction of a 'Voucher type' that is used to identify what type of transaction is being entered. This allows for better lifecycle control of each type of transaction.
- New entities for both Odata and DMF for the new general journal.
Important
The existing financial journals will not change and will not be deprecated.
As the new journal framework is finalized, all financial journals will continue to evolve as follows:
- Add support for the additional account types (vendor, customer, assets, project, bank, and so on) to the general journal.
- Evaluate all other journals and determine how to create a new version of those journals using the new journal framework.
- Improve the reversal experience for all voucher types.
- Reevaluate existing functionality such as how accrual entries are posted or how periodic journal/voucher templates work.
- Address the data model issues to fix the One voucher issues.
- Evaluate the addition of new journals such as a bank transfer journal.
As new journals are introduced with the new journal framework, they will be communicated with new release plan features.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
When the Enable financial tags for purchase order invoicing feature is enabled, customers can use the financial tag to track the subledger data with purchase order numbers and vendor names instead of using financial dimensions. This helps reduce the performance issue during the analysis phase.
Feature Details
Financial tags support user-defined fields across various transactions and financial documents in procurement-to-pay processing. Organizations can create and enter up to 20 customizable fields on transactions, stored on accounting entries. When the feature is enabled, it applies to the following transactions and documents:
- Purchase order and accounting distributions on purchase orders
- Product receipt journal
- Pending vendor invoice and accounting distribution in pending vendor invoices
Enabled for:
Business Value
Business Value
Financial tags were introduced as an alternative to financial dimensions to track transactional data. Tags are often used to track data that isn't reusable but still provides analytical context to an organization. Tags have been implemented on many transaction types and inquiries within Dynamics 365 finance and operations. Customers also need this data available within Business performance analytics and the Accounting source explorer in order to define the tags as an additional dimension for analysis.
Feature Details
Financial tags are already introduced into some inquiry pages, such as the Voucher transactions page. This feature will introduce the financial tags into the Accounting source explorer inquiry within Finance.
In addition, we will also add the financial tags to the data model for Record to Report within Business performance analytics, making them available as dimensions for analysis.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Bank accounts are the key master data of all banks' relevant transactions. They need to be well managed, including bank account openings, closings, changes, signature management, and periodical auditing. With this feature, there's a sophisticated bank account lifecycle management.
Feature Details
This feature provides additional legal entity bank account lifecycle management capabilities in Dynamics 365 Finance:
- Approval workflow for bank account activation, modification, and deactivation.
- Configurable protected fields to determine whether bank account modification needs approval.
- Approver can review proposed changes on bank account.
- Bank account change history for auditing purposes.
- Additional signer master data on bank account.
Enabled for:
Business Value
Change history | |
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General availability date moved to Sep 2025 | Apr 09, 2025 |
Business Value
The prepayment sales invoice feature streamlines the invoicing process for customers who make prepayments (advance payments). It helps businesses manage their cash flow more effectively by accurately recording and tracking prepayments. Overall, the prepayment sales invoice optimizes financial operations, increases efficiency, reduces risk, and contributes to the overall success of the business.
Feature Details
The prepayment invoice feature provides an option to issue an invoice against prepayment sales order lines. Payment is collected against a prepayment invoice before delivery of goods or services. Ultimately, the prepayment invoice is reconciled and settled with the final invoice. This makes sure that all payments are posted against an invoice.
Enabled for:
Business Value
Change history | |
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General availability date updated to Jun 2025 | Apr 16, 2025 |
Business Value
These features designed for system administrators offer significant business value by streamlining role management, auditing licenses, and enhancing audit trails and versioning. They provide valuable reports on license usage and separation of duties violations, helping organizations optimize software investments, ensure compliance, and maintain robust security and internal controls.
Feature Details
User security governance is a set of advanced features that provide useful tools to system administrators for role management, license auditing, enhanced audit trails, and versioning, supported with some useful reports around license usage and separation of duties violations.
Enabled for:
Business Value
Business Value
The Preview automatic bank reconciliation matching results feature allows users to preview matching results, and review and handle exceptions during an automatic bank reconciliation matching process. The feature ensures accurate matching and discrepancy minimization by allowing users to select which exceptions require review and are selected for user checks.
Feature Details
The Preview automatic bank reconciliation matching results feature includes the following:
- Matching preview and option to update bank reconciliation results.
- Ability to select matching rules that should be manually reviewed before posting results during reconciliation process.
- Pending review screen for user to investigate matching results.
- Option to review bank reconciliation matching exceptions.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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Public preview date moved to Sep 2025 | Jan 27, 2025 |
Business Value
Ability to schedule bank foreign currency revaluation through process automation in Dynamics 365 Finance ensures accuracy and time efficiency.
Feature Details
Dynamics 365 Finance now supports the automation of Bank Foreign Currency Revaluation (FCR), ensuring that foreign currency balances are consistently updated. This enhancement significantly reduces the risk of errors and discrepancies in financial reporting.
Users can schedule revaluation processes to occur on specific dates and according to defined parameters. These processes run in the background, allowing users to focus on other tasks and review the results as needed.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
The enhanced Fixed asset split functionality allows businesses to manage asset splits with greater precision and flexibility. By offering options, such as selecting reporting currency exchange rate and previewing split outcomes, this feature simplifies the complex asset split process. It enables more accurate reporting, better audit trails, and efficient processing of asset splits.
Feature Details
Key improvements include the ability to identify the source (from) asset and destination (to) asset, select either spot or historical exchange rates for reporting currency, and preview fields that display asset values before and after the split in accounting and reporting currencies. Users can split assets by amount or percentage. A new Fixed asset split list page offers a detailed audit trail, and the feature supports split updates across legal entities.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
The Fixed asset transfers between legal entities feature simplifies the process of moving assets across legal entities, enabling businesses to manage intercompany asset transfers with ease. By automating the creation of destination assets and ensuring accurate transfer of financial data like acquisition costs and depreciation, this feature reduces manual effort and ensures smooth, compliant asset transactions across entities.
Feature Details
The Fixed asset inter-company transfer allows users to transfer assets between legal entities by selecting the source asset and its book, previewing key financial details such as acquisition cost, accumulated depreciation, and net book value (NBV). The transfer can be processed as disposal. Users can choose to either create the destination asset automatically or select precreated assets. The feature copies asset data to the destination entity, allows previewing of destination values, and automates the posting of acquisition in the destination asset and disposal transactions in the source asset.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Reconciliation of data is a time-consuming process, often deferred until the end of a period. This can add time and headaches to the completion of the period end tasks. The subledger to general ledger reconciliation feature will change this process to be proactive, rather than reactive, when a difference is identified. Copilot will be used to notify the user of a difference between the subledger and the general ledger, provide options for how to resolve the issue, and eventually resolve the issue on behalf of the user. Reconciliation should no longer be a bottleneck, but instead, is always in a continuous state of readiness.
Feature Details
The first reconciliation automations focus on reconciling subledgers to the general ledger balances. SSRS reports will be a thing of the past, and are replaced with a near-real time process that proactively notifies the finance team of any reconciliation issues. Upon recognition of an issue, each transaction provides numerous options for possible solutions. That solution may be changing a setting on the main account (such as don't allow manual entry) or may recognize when a posting profile has changed, causing a different balance sheet account to be used for reconciliation. An audit trail will be maintained when issues are identified, along with the solution.
The first public preview included the subledger-to-ledger reconciliation automation but it did not include recommendations by the Account reconciliation agent for how to address exceptions. The second public preview will introduce the agent functionality for recommending the action to take to address the exception for individual transactions. Copilot will learn from the solutions of the past, and move toward automatic resolution to any reconciliation issues (longer-term vision). Again, it's all tracked with an audit trail for actions taken by Copilot.
Enabled for:
Business Value
Change history | |
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Public preview date moved to May 2025 | May 05, 2025 |
Business Value
Accountants using Dynamics 365 Finance to view detailed transactional data are often viewing data across multiple companies that are related to the overall parent business. It's important for them to quickly and easily view data across related companies. This feature will allow data to be viewed or exported to Excel to view deep financial analysis across those companies.
Feature Details
The current accounting source explorer page in Dynamics 365 Finance is a key tool for accounting personnel to view financial transactions. The current limitation to view data from one company or legal entity at a time causes a great deal of wasted time switching to each company and reloading the data into the accounting source explorer page.
This update to the accounting source explorer will allow exporting of transactional data quickly and easily for the selected companies. The ability to export data from multiple companies to Excel will also let the accounting team do deeper analysis across companies.
The key change for this feature will be an improved export option that will allow the user to select which companies they want to export data from along with the other existing filter options in the accounting source explorer.
Enabled for:
Business Value
Business Value
Global and local customers who deploy Microsoft Dynamics 365 Finance in Belgium can access electronic invoicing functionality that meets Belgium requirements.
Feature Details
This feature aims to comply with the Belgium-specific requirements for enforcing electronic invoicing for business-to-business communications starting January 1, 2026.
You can communicate invoices and credit notes created from sales orders, free text invoices, project invoices, or import vendor pending invoices to/from PEPPOL Delivery Network in the PEPPOL-based XML format that complies with the Belgian electronic invoicing standards.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Change history | |
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General availability date moved to Apr 2025 | Apr 01, 2025 |
Business Value
The Electronic Invoicing service offers a no-code/low-code e-invoicing solution that allows businesses to fully automate the electronic invoicing process end-to-end. This includes issuing Sales, Free text, Project, and Advance electronic invoices, submitting them to the authorities for clearance purposes, and receiving incoming Vendor invoices from the authorities.
This feature ensures the compliance with new legal requirements for electronic invoicing in Poland.
Feature Details
Poland is introducing legislation to establish the continuous transaction control (CTC) system. The Polish CTC system, called Krajowy System of e-Faktur (KSeF), was made available for all taxpayers in 2022 for voluntary adoption.
To comply with these legal requirements, the following functionality is implemented and available as public preview: Electronic invoicing for Poland
- Generation of XML files of Sales, Project, and Advance electronic invoices in the legally required format provided by KSeF.
- Automatic submission of generated electronic invoices to KSeF.
- Import of incoming Vendor electronic invoices issued and available for recipients on the KSeF platform.
The legal requirements are not fully finalized yet. As of now, the KSeF system will be rolled out as mandatory, in phases, depending on a company's size, following this implementation timeline:
- February 1, 2026, for large taxpayers (over PLN 200 million per annum).
- April 1, 2026, for all taxpayers.
Enabled for:
Business Value
Business Value
This feature facilitates the seamless conversion of configurable business documents from Word or Excel formats to PDF format and eliminates the need for external conversion services. To use this feature in Dynamics 365 Finance version 10.0.43 and later, enable the (Preview) In-App PDF conversion for the Configurable Business Documents (CBD) feature in Feature management.
Feature Details
This feature uses Application Object Server (AOS) resources to eliminate the need for external conversion services. Using these in-app capabilities ensures efficient and secure document processing to reduce dependency on tools outside of Finance while maintaining high performance and reliability. This enhancement supports a wide range of business scenarios that provide users with the flexibility to generate and distribute professional-grade PDF documents directly within the application.
The advantages of in-app PDF conversion, when the (Preview) In-App PDF conversion for Configurable Business Documents (CBD) feature is enabled, are:
- The PDF document that is produced is not limited to 300 pages.
- The Word document that is converted can contain a large number of content controls.
- Internet connectivity isn't required in on-premises deployments.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Tax compliance requirements are complex and change frequently. Companies are looking for more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional countries provide customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas including tax reporting and electronic invoicing.
Feature Details
We continue to extend the scope of the supported countries to address the needs of multiple global and local customers. Out-of-the box localization for Republic of Türkiye is available. The country localization indicated below is provisional and may change prior to general availability. Additionally, not all of the following capabilities may be available for preview.
- Exchange rate import from CBRT.
- Continuous serial numbers for invoices and packing slips.
- Currency conversion in purchase and sales orders.
- Exchange rate difference invoices.
- Electronic invoice generation and submission.
- Cheque and promissory note enhancements.
- Pro-rata depreciation of fixed assets and depreciation rounding per year.
- Inflation adjustments.
- E-Ledger generation and submission.
Enabled for:
Business Value
Business Value
Tax compliance requirements are complex and change frequently. Companies are looking for more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond our current support and provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas including tax reporting and electronic invoicing.
Feature Details
We continue to extend the scope of the supported countries in LATAM to address the needs of multiple global and local customers. Out-of-the box localization for Dominican Republic is available. While the country localization will provide the following capabilities, they might not all be available for preview.
Country-specific features for Dominican Republic
Invoicing
- Electronic Invoicing
- Electronic Invoice format
- Other invoicing
- Invoice layout for sales order invoice, free text invoice, and project invoice
- Electronic Invoicing
Reporting
- General ledger and tax reports
- Declaration reports general ledger
- Declaration reports trial balance
- File export Report with Purchases of Goods and Services to issue Report 606
- File export Report with the Sales of Goods and Services to issue Report 607
- File export Report with voided receipts to issue report 608
- General ledger and tax reports
Enabled for:
Business Value
Business Value
Tax compliance requirements are complex and change frequently. Companies are looking for more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond our current support and provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas including tax reporting and electronic invoicing.
Feature Details
We continue to extend the scope of the supported countries in LATAM to address the needs of multiple global and local customers. Out-of-the box localization for Peru is available. While the country localization will provide the following capabilities, they might not all be available for preview.
Country-specific features for Peru
Invoicing
- Electronic Invoicing
- Electronic Invoice format
- Other invoicing
- Invoice layout for sales order invoice, free text invoice, and project invoice
- Electronic Invoicing
Reporting
- General ledger and tax reports
- Declaration Reports Cash and Bank Ledger
- Declaration Reports General Ledger
- Declaration Reports Trial Balance
- Declaration Reports Purchases Register Report
- Declaration Reports Sales Register Report
- File export Annual declaration of operations with third parties (DAOT): Purchases and Sales
- File export Electronic Journal Book
- File export Electronic Ledger
- File export Electronic Purchase Book
- File export Electronic Sales Book
- File export Withholdings File - SUNAT
- General ledger and tax reports
Enabled for:
Business Value
Business Value
Tax compliance requirements are complex and change frequently. Companies are looking for more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond our current support and provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas including tax reporting and electronic invoicing.
Feature Details
We continue to extend the scope of the supported countries in LATAM to address the needs of multiple global and local customers. Out-of-the box localization for Venezuela is available. While the country localization will provide the following capabilities, they might not all be available for preview.
Country-specific features for Venezuela
Invoicing
- Electronic Invoicing
- Electronic Invoice format
- Other invoicing
- Invoice layout for sales order invoice, free text invoice, and project invoice
- Electronic Invoicing
Reporting
- General ledger and tax reports
- Declaration Reports General Ledger Book (Libro Diario)
- Declaration Reports ISLR Withholdings Book
- Declaration Reports Purchases VAT Book
- Declaration Reports Relationship purchases Book
- Declaration Reports Relationship Sales Book
- Declaration Reports Sales VAT Book
- File export ISLR Withholdings
- File export VAT withholdings
- General ledger and tax reports
Enabled for:
Business Value
Change history | |
---|---|
General availability date moved to Jul 2025 | Feb 28, 2025 |
Business Value
Interfactura provides the 'last mile' connection to the government e-invoicing platform in Mexico and is transitioning its integration from a web service to a new API platform. This integration is essential for the certification of the CFDI electronic invoice document, a system that is integral to Mexico’s commercial transactions. This partnership with Interfactura PAC web services underscores the commitment of Dynamics 365 Finance to supporting businesses in Mexico, facilitating seamless electronic invoicing in line with the country’s fiscal regulations. It’s a testament to our dedication to providing robust, compliant solutions for our users.
Feature Details
Electronic invoicing is the primary billing model in Mexico, where it is used in 100% of commercial transactions. This system has become a tool to improve fiscal control and mitigate high evasion rates. Countries such as Mexico have dedicated laws to ensure the authenticity of these documents via authorized trust service providers, who act like electronic notaries, stamping documents and applying electronic time seals to guarantee their long-term integrity and legal weight.
The e-invoice in Mexico, known as the CFDI (Comprobante Fiscal Digital por Internet), is well established throughout Mexican society. Created in 2004, it has been subject to updates and changes over the years to ensure a better user experience for taxpayers and to correct issues detected over time. Issuers must digitally sign all invoices using a unique system that involves the encryption of the "original string" data made up of a series of characters extracted from defined fields. An additional electronic signature, called a "Stamp," must be generated by an SAT-accredited (Servicio de Administración Tributaria, the Tax administration Service) third-party trust service provider called a PAC (Proveedores autorizados de certificación, an authorized digital signature service provider), after the invoice content and structure has been validated. The PAC stamp makes the document valid for tax purposes. All tax receipts must be stamped by a PAC, which then reports the document to the SAT online. The SAT will subsequently make it available to the issuer and recipient in their respective tax mailbox.
Microsoft Dynamics 365 Finance supports out-of-the-box integration with Interfactura PAC web services, a key player in Mexico’s electronic invoicing system. This integration is essential for the certification of the CFDI electronic invoice document, a system that is integral to Mexico’s commercial transactions.
The information on how to enable and configure this feature will be provided later during the implementation of the new API. So far, it is expected that the enablement will require minimal effort.
Enabled for:
Business Value
Business Value
A multinational corporation that operates across geographic locations can configure one legal entity in Dynamics 365 Finance with addresses and related tax registration numbers in different countries/regions. They can provide some tax regulatory reports (VAT Declaration, EU Sales List, Intrastat) directly from this legal entity based on tax transactions posted per specific tax registration number.
Feature Details
In a legal entity with the Support multiple VAT registration numbers feature enabled, you can generate VAT Declaration, EU Sales List, and Intrastat reports. A list of supported countries and tax regulatory reports is available at Reporting for multiple VAT registrations.
For this release, we will extend the list of supported countries and tax regulatory reports. We plan to release:
- EU Sales List correction for Poland (
VAT_UEK
) with the support of multiple VAT registration numbers. - Belgium Annual VAT listing of domestic sales report with the support of multiple VAT registration numbers.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Global and local customers who deploy Dynamics 365 ERP apps in Denmark can access a configurable electronic invoice in an updated OIOUBL format, which meets local Danish requirements.
Feature Details
This feature satisfies the Denmark-specific requirements for implementing OIOUBL format version 3.0. You can export invoices and credit notes created from sales orders, free text invoices, or project invoice proposals into XML format that complies with the updated Danish electronic invoicing standards.
OIOUBL 3 Invoice Package Postponed - Revised Schedule:
The Danish Business Authority expects the OIOUBL 3 invoice package to be upgraded from Release Candidate to Final Release in mid-May 2025.
After that, it's expected to be voluntarily implemented until mid-November 2025, when support for OIOUBL 3 is to be made mandatory in Nemhandel.
End-of-life for OIOUBL 2.1 is expected in mid-May 2026.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
This update includes the Colombian electronic invoicing feature of the last-mile integration with the Colombian Tax Authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process of the outbound flow of e-invoices submission.
Feature Details
Microsoft has released the Colombian electronic invoicing feature of the last-mile integration with the Colombian Tax Authorities via the Certification Authorization Provider Edicom. The electronic invoicing globalization feature for Colombia (outbound flow) requires that you use Dynamics 365 Finance version 10.0.40 or later.
Enabled for:
Business Value
Change history | |
---|---|
General availability date moved to Feb 2025 | Dec 10, 2024 |
Business Value
This update includes the Guatemalan electronic invoicing feature of the last-mile integration with the Guatemalan tax authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process of the outbound flow of e-invoices submission.
Feature Details
Microsoft has released the Guatemalan electronic invoicing feature of the last-mile integration with the Guatemalan tax authorities via the Certification Authorization Provider Edicom.
In addition to the globalization feature update, the functionality also contains code changes in Microsoft Dynamics 365 Finance. The electronic invoicing globalization feature for Guatemala (outbound flow) requires that you use Dynamics 365 Finance version 10.0.40, build number 10.0.1935.60 or later.
This feature can only be imported into the new Globalization Studio and isn't supported by Regulatory Configuration Service (RCS).
Enabled for:
Business Value
Change history | |
---|---|
General availability date moved to Mar 2025 | Dec 10, 2024 |
Business Value
This update includes the Paraguayan electronic invoicing feature of the last-mile integration with the Paraguayan tax authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process of the outbound flow of e-invoices submission.
Feature Details
In addition to the globalization feature update, this functionality contains code changes in Microsoft Dynamics 365 Finance. The electronic invoicing globalization feature for Paraguay (outbound flow) requires that you use Dynamics 365 Finance version 10.0.40, build number 10.0.1935.60 or later.
Enabled for:
Business Value
Change history | |
---|---|
General availability date moved to Feb 2025 | Jan 07, 2025 |
Business Value
This update includes the Uruguayan electronic invoicing feature of the last-mile integration with the Uruguayan tax authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process of the outbound flow of e-invoices submission.
Feature Details
Microsoft has released the Uruguayan electronic invoicing feature of the last-mile integration with the Uruguayan tax authorities via the Certification Authorization Provider Edicom.
In addition to the globalization feature update, the functionality also contains code changes in Microsoft Dynamics 365 Finance. The electronic invoicing globalization feature for Uruguay (outbound flow) requires that you use Dynamics 365 Finance version 10.0.40, build number 10.0.1935.60 or later.
This feature can only be imported into the new Globalization Studio and isn't supported by Regulatory Configuration Service (RCS).
Enabled for:
Business Value
Change history | |
---|---|
General availability date moved to Mar 2025 | Dec 10, 2024 |
Business Value
Dynamics 365 Finance supports electronic invoicing to streamline financial processes and ensure compliance. However, global businesses often require integration with various third-party invoicing platforms to meet country-specific requirements. An extensible universal connector serves as a flexible, scalable, and standardized solution to bridge Dynamics 365 Finance with multiple external systems.
Feature Details
This feature is a generic, extensible connector for submitting previously generated electronic invoices and processing the response. It can be modified by ISVs and customers to enable the following benefits:
- ISVs can develop ISV-supported integrations.
- Customers can develop their own integrations for ISVs or localizations that Microsoft does not support.
For ISVs, these third parties will have the ability to easily develop connectors that can be provided to customers. This will allow our customers to choose providers that Microsoft does not officially support, removing the existing limitation of having to choose a Microsoft-supported provider they do not want to partner with.
For customers, this will allow them to develop their own connectors for direct integration with countries Microsoft doesn't support or for ISVs that Microsoft doesn’t support and do not provide their own integrations. Additionally, it will allow customers to modify the behavior of existing connectors, giving them more flexibility on the service side.
Enabled for:
Business Value
Business Value
This feature strengthens the security of direct VAT return submissions for companies registered for UK VAT under Making Tax Digital (MTD). By upgrading key submission processes to more secure executable classes, businesses reduce the risk of data breaches or unauthorized access during VAT filings, ensuring safer compliance with UK tax regulations.
Feature Details
When you enable the Security enhancements in UK MTD VAT integration feature, UK MTD VAT TEST and UK MTD VAT electronic message processing automatically updates to enhance the security of your Dynamics 365 Finance integration for direct VAT return submissions for your UK VAT registration.
The following Web service actions have been changed to Executable class:
- Retrieve VAT obligations
- Test retrieve VAT obligations
- Submit VAT return
- Test submit VAT return
- Request VAT liabilities
- Request VAT payments
Enabled for:
- Once the **Security Enhancements in UK MTD VAT Integration** feature is enabled, it cannot be disabled.
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Building on the preview released in the previous wave, this extension enhances support for the JPK_KR_PD reporting structure for companies in Poland. Effective January 1, 2025, this mandatory tax reporting format ensures compliance with Polish tax authorities. The current wave introduces additional capabilities to further streamline reporting and reinforce regulatory adherence.
Feature Details
The following capabilities are planned for JPK_KR_PD reporting:
- Adding an option to define main accounts markers (
S_12
) using Financial Dimensions and report trial balance (ZOiS) section based on dedicated dimension set including main account and the markers. - Adding an option to report the journal entry number (
D_1
) using Journalizing journals. - Adding an option to report the date of the economic transaction (
D_6
) for vendor invoices using the Date of Vendor VAT Register field. - Adding the report Settlement of income tax section (
RPD
). - Adding Microsoft Excel format to preview the data.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Stay ahead of regulatory changes with our update of the Payment Times Reporting Scheme (PTRS) in Australia to the new rules. For reporting periods starting on or after July 1, 2024, this update ensures compliance with the latest Payment Times Reporting Scheme (PTRS) requirements.
Feature Details
This feature update enables reporting companies in Australia to comply with the revised Payment Times Reporting Scheme rules that apply to reporting periods starting on or after July 1, 2024.
- Refined logic to prepare datasets: capture, filter, and classify payment data in accordance with the latest PTRS rules.
- Introduces standardized reporting format aligned with the revised PTRS reporting requirements.
Enabled for:
- The author created this article with assistance from AI. Learn more