What's new and planned for Dynamics 365 Finance

This topic lists features that are planned to release from October 2020 through March 2021. 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.

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

This release focuses on automating common tasks to reduce the number of processes that Finance users complete manually. It also introduces asset leasing to enhance the core capabilities of Finance.

Feature Enabled for Public preview General availability
Add date option for generating the accrued purchases excluding the sales tax report Users by admins, makers, or analysts Aug 25, 2020 Oct 2, 2020
Financials embedded Power BI is enhanced and renamed Users, automatically Aug 25, 2020 Oct 2, 2020
Notification of related prepayment invoices marked for settlement Users by admins, makers, or analysts Aug 25, 2020 Oct 2, 2020
Trial balance report with transactional detail and unposted GL transactions Users by admins, makers, or analysts Aug 25, 2020 Oct 2, 2020
Update the invoice quantities to match product receipt quantities in workflow Users by admins, makers, or analysts Aug 25, 2020 Oct 2, 2020
Cash flow forecast calculation – enhanced scheduling (via process automation) Users by admins, makers, or analysts Sep 11, 2020 Oct 2, 2020
Enable additional validation of data for documents using the source document accounting framework Users by admins, makers, or analysts Aug 28, 2020 Oct 30, 2020
Asset leasing Users by admins, makers, or analysts - Nov 6, 2020
Automatic collection task creation Users by admins, makers, or analysts Oct 2, 2020 Nov 6, 2020
Touchless email reminders to customer Users by admins, makers, or analysts Oct 2, 2020 Nov 6, 2020
Ability to turn Ledger settlement on or off Users by admins, makers, or analysts - Jan 29, 2021
Vendor invoice automation – automation history for vendor invoices Users by admins, makers, or analysts - Jan 29, 2021
Vendor invoice automation – resume automated processing for multiple invoices Users by admins, makers, or analysts - Jan 29, 2021
View transaction detail from the Main account page Users by admins, makers, or analysts - Jan 29, 2021
Vendor invoice automation – analytics and metrics Users by admins, makers, or analysts Nov 6, 2020 Jan 29, 2021
Vendor invoice automation – match product receipts to invoice lines that have a three-way matching policy Users by admins, makers, or analysts Nov 6, 2020 Jan 29, 2021
Vendor invoice automation – prevalidate vendor invoice posting Users by admins, makers, or analysts Nov 6, 2020 Jan 29, 2021
Vendor invoice automation – submit imported vendor invoices to workflow Users by admins, makers, or analysts Nov 6, 2020 Jan 29, 2021
Vendor invoice automation – tracking imported invoice amount and imported sales tax amount Users by admins, makers, or analysts Nov 6, 2020 Jan 29, 2021
Vendor invoice automation – tracking the invoice received date Users by admins, makers, or analysts Nov 6, 2020 Jan 29, 2021
Update tax 1099 information for multiple vendors Users by admins, makers, or analysts - Jan 30, 2021
Marked transaction detail blocked for settlement Users by admins, makers, or analysts - Jan 31, 2021
1099 statements updated for 2020 tax law Users by admins, makers, or analysts - Mar 31, 2021
Lease conventions for asset leases Users by admins, makers, or analysts - Mar 31, 2021
Propose early termination for asset leases Users, automatically - Mar 31, 2021
Revenue recognition – reallocate multiple sales orders, undo a reallocation Users, automatically - Mar 31, 2021
Revenue recognition – reallocation is available for project sales orders Users, automatically - Mar 31, 2021

Globalization

This release focused on delivering localizations for five additional countries or regions — Bahrain, Hong Kong SAR, Kuwait, Oman, and Qatar. The delivered functionality includes simplified configuration management, expanded regional coverage, and several other highly requested features.

Feature Enabled for Public preview General availability
Electronic Invoicing Add-on for Dynamics 365 (public preview) Users by admins, makers, or analysts Oct 5, 2020
Regulatory Configuration Service – simplified globalization feature management for Globalization services Users by admins, makers, or analysts Oct 6, 2020 -
Electronic Invoicing Add-on (preview) – configurable Brazilian e-invoice for services (NFS-e) Users by admins, makers, or analysts Jan 1, 2021 -
Regulatory Configuration Service expanded regional coverage – France Users by admins, makers, or analysts Jan 31, 2021 -
Extended Finnish localization – Finvoice 3.0 Users by admins, makers, or analysts - Oct 1, 2020
Invoicing – advanced notes management Users by admins, makers, or analysts - Oct 1, 2020
Invoicing – VAT directives on project invoices Users by admins, makers, or analysts - Oct 1, 2020
Configurable business documents conversion to PDF Users by admins, makers, or analysts Apr 3, 2020 Oct 1, 2020
Configurable business documents direct printing Users by admins, makers, or analysts Apr 3, 2020 Oct 1, 2020
Barcode generation data source for configurable business documents Admins, makers, marketers, or analysts, automatically Aug 3, 2020 Oct 1, 2020
Country/region expansion – Hong Kong SAR Users, automatically Aug 3, 2020 Oct 1, 2020
Country/region expansion – Kuwait Users, automatically Aug 3, 2020 Oct 1, 2020
Country/region expansion – Oman Users, automatically Aug 3, 2020 Oct 1, 2020
Electronic reporting – Legal entity-specific parameters enhancements Admins, makers, marketers, or analysts, automatically Aug 3, 2020 Oct 1, 2020
Country/region expansion – Bahrain Users, automatically Aug 3, 2020 Oct 6, 2020
Country/region expansion – Qatar Users, automatically Aug 3, 2020 Oct 6, 2020
Regulatory Configuration Service – global repository for simplified configuration management Users by admins, makers, or analysts - Nov 30, 2020
Improvements in unit price and cost price handling in stock transfer orders for India Users by admins, makers, or analysts - Jan 1, 2021
Invoicing – invoice register support for Swiss QR-bills Users by admins, makers, or analysts - Jan 22, 2021

Public sector

This area covers features in Dynamics 365 Finance specific to the public sector industry.

Feature Enabled for Public preview General availability
Delegation of multiple purchasing work items Users by admins, makers, or analysts Aug 25, 2020 Oct 2, 2020
Associate 1099 default value to Main account Users by admins, makers, or analysts - Nov 6, 2020
Vendor details to bridged transactions and check forms Users by admins, makers, or analysts - Nov 6, 2020

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.