What's new and planned for Dynamics 365 Finance

This topic lists features that are planned to release from April 2021 through September 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.

For a list of the previous wave's release plans, go to 2020 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

This release in core finance is focused on incorporating capabilities into the cash flow forecast and continuous enhancements across all financial areas.

Feature Enabled for Public preview General availability
Advanced Bank Reconciliation statement end date and subsequent bank statement start date can be the same Users, automatically - Apr 2021
Vendor collaboration bank changes Users by admins, makers, or analysts - Apr 2021
Cash flow forecasting – project integration Users by admins, makers, or analysts Feb 2021 Apr 2021

Finance insights

Accelerating digital transformation with AI and automation.

Feature Enabled for Public preview General availability
Customer payment predictions Users by admins, makers, or analysts Jul 2021 -
External data for cash flow forecasting Users by admins, makers, or analysts Jul 2021 -
Forecast bank balance Users by admins, makers, or analysts Jul 2021 -
Intelligent budget proposal Users by admins, makers, or analysts Jul 2021 -
Treasurer workspace Users by admins, makers, or analysts Jul 2021 -

Globalization

This release focused on delivering localization for Egypt, general availability of Electronic Invoicing Add-on, public preview of tax service, and several other highly requested features.

Feature Enabled for Public preview General availability
Electronic Invoicing Add-on for Dynamics 365 (general availability) Users by admins, makers, or analysts - Apr 2021
Extended Czech Republic localization – acquisition proposals for preacquisition transactions Users by admins, makers, or analysts - Apr 2021
Invoicing – enhanced invoice date control Users by admins, makers, or analysts - Apr 2021
Invoicing – extending chronological invoice and voucher numbers Users by admins, makers, or analysts - Apr 2021
Invoicing – references to original invoices in credit notes Users by admins, makers, or analysts - Apr 2021
Regulatory Configuration Service – simplified globalization feature management for globalization services Users by admins, makers, or analysts - Apr 2021
Regulatory Configuration Service expanded regional coverage to Europe Users by admins, makers, or analysts - Apr 2021
Tax – enhanced global withholding tax Users by admins, makers, or analysts - Apr 2021
Tax – using packing slip date as tax calculation date Admins, makers, marketers, or analysts, automatically - Apr 2021
Configurable business documents – additional barcode type support Admins, makers, marketers, or analysts, automatically Feb 2021 Apr 2021
Configurable business documents – preview support for print management Admins, makers, marketers, or analysts, automatically Feb 2021 Apr 2021
Country and region expansion – Egypt Users, automatically Feb 2021 Apr 2021
Electronic Invoicing Add-on – configurable Egyptian e-invoice Users by admins, makers, or analysts Feb 2021 Apr 2021
SAF-T for Lithuania Users by admins, makers, or analysts Feb 2021 Apr 2021
Extended Italian localization – payment traceability improvements Users by admins, makers, or analysts - May 2021
Tax service – supporting multiple VAT ID (preview) Users by admins, makers, or analysts Apr 2021 To be announced
Tax service – supporting tax in transfer order (preview) Users by admins, makers, or analysts Apr 2021 To be announced
Tax service (preview) Users by admins, makers, or analysts Apr 2021 To be announced

Public Sector

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

Feature Enabled for Public preview General availability
Restrict ability to edit accounting distribution on vendor invoices Users by admins, makers, or analysts - Apr 2021

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.