Dynamics 365 Finance Release Notes

Note

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Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.
This article lists the features that are new or changed for Microsoft Dynamics 365 Finance version 10.0.46. This version has a build number of 10.0.2428 and is available on the following schedule:

• Preview of release: October 2025
• General availability of release (self-update): December 2025
• General availability of release (auto-update): February 2026

Features included in this release

This section contains a table that lists the features that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.

• Accounts receivable

  • (Switzerland) Structured addresses in QR-Bill
  • This feature enables structured addresses (address type “S”) for both biller and debtor, with each address broken into its individual components.
  • Feature management

• Accounts receivable

  • Performance issue on the Global transaction page with huge volume of data
  • This feature improves performance issue in Global transaction page by changing the join type dynamically to inner.
  • On by default

• Cash and bank management

  • Display payee name for customer/vendor payment information
  • This feature enables the retrieval and display of the payee name defined on the customer and vendor bank account details. The payee name will be visible in customer and vendor payment journals, payment proposals, and outbound payment files. The payee name can be different from the name of the customer/vendor defined on the master data, and should align with banking requirements, ensuring accurate identification of payment recipients.
  • Feature management

• Cash and bank management

  • Enable batch mode for Bank CODA transfer to ledger
  • When the feature is enabled, users can transfer Bank CODA account statements to ledger journals in batch.
  • Feature management

• Cash and bank management

  • Automatic bank reconciliation matching results (Preview)
  • This feature is released in private preview allowing its usage in nonproduction environments. The Preview automatic bank reconciliation matching results feature enables users to preview matching results during the bank reconciliation matching process before transactions are posted. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors. To enable this feature, contact support.
  • Feature management

• Cash and bank management

  • Delay invoice settlement (Preview)
  • This feature is released in private preview without the ability to enable it in production environments. The feature controls the Delayed settlement parameter in General Ledger journal names. When the feature and parameter are enabled, the settlement is delayed and is executed separately from posting the customer and vendor payment journals. To enable this feature, contact support.
  • Feature management

• Fixed assets

  • Create acquisition proposal through recurrence batch job throws error in batch tasks when the created journal is deleted
  • This update addresses a scenario where the recurrence batch job for creating acquisition proposals fails with an error in batch tasks if the journal created by a previous run is manually deleted. Validation has been added to detect missing journals and handle the error gracefully, ensuring the batch job continues to run without interruption.
  • On by default

• Fixed assets

  • Retain fixed asset name when acquired through Accounts payable invoice
  • This feature ensures that the text defined in the Text field of a purchase order line for a fixed asset is stored in the Information 3 field during asset creation and remains unchanged. If the asset is later acquired through additional purchase orders with new text, the new values are appended to the Information 3 field without removing the existing ones.
  • On by default

• Fixed assets

  • Correct inventory sold transaction behavior when Allow asset acquisition from purchasing is disabled
  • When acquiring the same fixed asset ID from multiple purchase lines, the Inventory sold transaction is now created when posting the fixed asset acquisition proposal journal. This ensures transactions are generated at the correct stage of the process and prevents premature entries.
  • On by default

• Fixed assets

  • Data entity for transfer worksheet (preview)
  • This feature introduces a data entity that supports the fixed asset transfer between legal entities worksheet process. It enables users to programmatically manage asset transfers between legal entities by importing transfer data, including source asset details, financial values, and destination asset data.
  • Flight

• Subscription billing

  • Reduce chattiness in SubBillDeferralRecognitionProcessing and SubBillDeferralRecognitionProcessingBatch
  • This change successfully reduced a significant amount of chattiness in the batch process. This is controlled by SubBillDeferralRecogProcChattinessReductionFlight
  • On by default

• Subscription billing

  • Fix generate invoice with sales order performance problems
  • This introduced a posting sales order batch job for billing schedule invoicing batch processing for the sales order posting process. This enables multithreaded posting resulting in parallelism and faster execution time. This is controlled by SubBillGenerateInvoiceMultiThreadedPostingFlight
  • On by default

• Subscription billing

  • Performance improvements for deferral recognition batch (preview)
  • This feature enhances the subscription billing deferral recognition batch process by processing deferral data in parallel, allowing each run to complete more efficiently.
  • Feature management

• Subscription billing

  • Performance improvement in deferral processing
  • Key performance improvements are introduced in Subscription Billing deferral processing. These enhancements are designed to address critical business challenges observed in high-volume deferral scenarios and to improve overall reliability and scalability of the batch process.
  • On by default

• Regulatory reporting

  • Withholding tax report for Indonesia
  • Support generating the e-Bupot file for reporting periods starting from 2025 based on the withholding tax transactions.
  • Electronic Reporting configurations

• Regulatory reporting

  • VAT (Pajak Pertambahan Nilai) declaration for Indonesia
  • Support generating the SPT Masa PPN (Pajak Pertambahan Nilai) in Excel format for reporting periods starting from 2025.
  • Electronic Reporting configurations

• Regulatory reporting

  • VAT declaration for Estonia - KMD5, KMD6
  • Support generating the VAT declaration for Estonia - KMD5 for reporting periods from January to June 2025, KMD6 for reporting periods starting from July 2025.
  • Electronic Reporting configurations

Feature enhancements included in this release

This section contains a table that lists the enhancements that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.

• Cash and bank management

  • Bank account lifecycle management
  • As of Dynamics 365 Finance version 10.0.46, this feature isn't in Preview. Bank account lifecycle management feature enables approval workflow for bank account opening, modification and closing, adds additional signer information in the bank account data model, and provides bank account change history for auditing purpose.
  • Feature management

• Cash and bank management

  • Modern bank reconciliation
  • When the feature is enabled, sales tax direction is considered when the general ledger voucher is generated during bank reconciliation process.
  • Feature management

• Credit and collections

  • Customer interest note creation – top picking optimization
  • This feature uses top picking to improve the performance when creating customer interest notes. This helps avoid long-running transactions and ensures faster and more efficient processing when handling large transaction volumes.
  • Feature management

• General ledger

  • Account reconciliation agent (Production ready preview)
  • The Account reconciliation agent functionality has been improved to provide suggested actions for In ledger not in subledger and In subledger not in ledger exception types.
  • Feature management

• General ledger

  • User ID added to the Ledger settlement inquiry page for full visibility.
  • The user ID that did the ledger settlement is now displayed in the Ledger settlement inquiry page.
  • Default

• General ledger

  • Performance improvements in Ledger settlements when the Enable advanced awareness option feature isn't enabled.
  • The Ledger settlements page has been updated to improve the performance when doing ledger settlements. Customizations may need to be updated to work with the new page.
  • Default

• Subscription billing

  • Billing schedule
  • The discount group setup in the trade agreement for item prices should automatically apply to the billing schedule when it is created for the corresponding customer record.
  • Feature management

• Subscription billing

  • Subscription billing deferral COGS adjustment-enhancement (preview)
  • A dedicated dashboard monitors and provides visibility into errors that had occurred during the adjustment process. This dashboard offers actionable insights and a user-friendly interface, allowing users to conveniently reprocess failed adjustments through a rerun batch job—reducing manual effort and enhancing the overall reliability of the deferral.
  • Feature management

• Subscription billing

  • Subscription billing deferral COGS adjustment-enhancement (preview)
  • A notification message is displayed when the asynchronous process finishes so that the user is notified.
  • Feature management

• Regulatory reporting

  • [Sweden] Standard Import and Export (SIE) modernization in Electronic Reporting
  • This feature replaces the legacy SIE export format (SE) format with the new Standard Import and Export SIE TXT (SE) format under the Ledger accounting reports model in Electronic Reporting. This new format enables the export of key financial data, including balances and transactions, in accordance with SIE Types 1 through 4. It supports larger datasets and introduces a redesigned export process that ensures faster generation, reduced system load, and a simplified workflow. By adopting this feature, Swedish entities can efficiently meet statutory reporting obligations while benefiting from a more scalable, performant, and maintainable export solution.
  • Export financial information (SIE) in Sweden
  • Feature management

• Regulatory reporting

  • (Preview) [Italy] Fiscal Journal modernization in Electronic Reporting
  • This feature replaces the legacy SSRS-based report with a modern, PDF-based solution built on Electronic Reporting. It offers improved performance, enhances the ability to process large volumes of data across extended reporting periods, including up to a full fiscal year, while ensuring compliance with Italian fiscal requirements.
  • Feature management

• Regulatory reporting

  • Enhancement of Calculate statistics for Payment terms in commercial transactions report for Poland
  • As of version 10.0.46 of Finance, the Payment transaction type parameter is available in the Calculate statistics dialog of Statistics on invoices process. This parameter allows selection of types of payment transactions to include in the statistics.
  • Default

• Regulatory reporting

  • Define application of exchange rates in Intrastat reporting
  • This feature introduces flexibility in how amounts are calculated for Intrastat, enabling alignment with tax calculation logic.
  • Intrastat overview - Foreign trade parameters
  • Default

More information

• Platform updates for finance and operations apps

  • Dynamics 365 Finance version 10.0.46 includes platform updates. To learn more, see Platform updates for version 10.0.46 of finance and operations apps.

• Bug fixes

  • For information about the bug fixes that are included in this update, sign in to Microsoft Dynamics 365 Lifecycle Services, and view the KB article.

• Regulatory updates

  • For information about regulatory updates for finance and operations apps, see Regulatory updates. Another way to learn about regulatory updates is to sign in to Lifecycle Services and view the planned regulatory updates using the issue search tool. Issue search lets you search by country/region, type of feature, and release.

• Dynamics 365 and industry clouds: 2025 release wave 2 plan

  • Wondering about upcoming and recently released capabilities in any of our business apps or platform?
  • Check out Dynamics 365 and industry clouds: 2025 release wave 2 plan. We've captured all the details, end to end, top to bottom, that you can use for planning.

Original source Report a problem

Markets are shifting faster than traditional operating models can adapt. Customer expectations are rising. Capital constraints require every decision to deliver measurable value. In this environment, organizations that thrive are those treating business model innovation as a core capability–not an occasional strategy exercise. They are rethinking how value is created, how operations scale, and how technology supports the enterprise.

ERP is evolving to meet this moment. As Satish Thomas described in his recent blog, we’re entering the era of agentic business applications: systems moving beyond recording transactions to actively orchestrating processes, anticipating needs, and adapting to change. For leaders, this evolution means ERP is becoming a system of action. It aligns people, data, and workflows around the outcomes the business is driving toward.

Why rental business models are accelerating

In asset- and across product-driven industries, the ability to generate value from equipment, tools, and machinery has always been central to business performance. Increasingly, customers want access to what they need, when they need it, without long-term ownership. This asset-as-a-service shift is expanding across industries–from heavy equipment, consumer goods, and automotive to medical devices, technology assets, and renewable energy.

Global forecasts underscore this momentum. Industry forecasts from the American Rental Association and independent market analysts indicate the North American equipment and tool rental market will exceed $80 billion. Global rental and leasing revenues are already well above $500 billion annually. Similar trends are emerging in adjacent verticals, all signaling that the opportunity extends far beyond traditional equipment categories.

Today, rental processes often run across fragmented systems for quoting, dispatching, billing, and financials. The result: avoidable idle time, slow handoffs, margin erosion, and most critically, subpar customer experiences.

This is where Dynamics 365 ERP can help you with transforming your rental operations business processes.

A strong connected foundation

Operational excellence in rental management demands more than isolated workflows. It requires seamless integration and orchestration across the entire lifecycle. From rental rate management, quoting, and asset reservation to contract management, inspections, maintenance, and billing, every step must work in harmony to keep revenue moving and customers delighted.

Building these capabilities into Dynamics 365 connects the full lifecycle of work within a single agentic ERP.

Today, we are announcing that we are making investments to accelerate adding new capabilities for rental operations. These capabilities are now in development, planned for release in Q4 of 2026, including new ERP capabilities designed for:

• Quoting and reservations to confirm availability and seamlessly convert opportunities into contracts.
• Contract and pricing management for short- and long-term rentals, rent-to-own programs, or seasonal pricing with flexible terms and rate structures.
• Inspections orchestration to coordinate inspections upon deliveries, transfers, and returns.
• Billing and invoicing tied directly to rental activity to improve accuracy and reduce reconciliation effort.

Rental operations succeed when every handoff–from quoting to return–is coordinated and timely. The forthcoming capabilities bring structure and clarity to these moments. They are designed to help organizations accelerate deal cycles, improve asset utilization, enhance customer satisfaction, and reduce reliance on custom or manual processes.

By unifying these processes inside Dynamics 365, leveraging the composability of Dynamics 365 Finance & Supply Chain Management, Project Operations, and Field Service, organizations will be able to run rental as a natural extension of their operations rather than as a separate system or afterthought.

Driving utilization, uptime, and margin

The levers that shape rental performance–utilization, uptime, margin, and cash flow–are all influenced by how well operational data connect across the lifecycle. When organizations have a single view of reservation status, asset availability, and maintenance needs, they can plan more effectively and limit avoidable idle time. Consistent pricing and billing structures then help ensure every transaction reflects the same rules and logic, reducing confusion and rework. When maintenance activities are linked to actual rental usage, teams can schedule work proactively, support asset longevity, and reduce the risk of unplanned downtime.

With these elements working together, rental operations can run with greater predictability – improving financial clarity while delivering more reliable, trusted customer experiences.

Turning operational telemetry into financial clarity

Operational data is only as valuable as the financial clarity it enables. Information such as rental item status, reservations, and maintenance history can become a strategic asset when used to drive accurate forecasting, informed capital allocation, depreciation planning, and profitability analysis. By connecting operational metrics with financial outcomes, organizations can optimize resource utilization, reduce risk, and uncover opportunities for growth.

Enabling a strong ecosystem

The rental management capabilities that we are developing in Dynamics 365 will form a robust foundation for rental businesses. Rental operations vary significantly within and across industry verticals. To address this, we continue to build on our proven model of success. We are empowering the extensive ecosystem of Microsoft Dynamics 365 partners and ISVs to deliver specialized, deeply vertical solutions that meet unique business needs.

Because these foundational capabilities will run natively in Microsoft Dynamics 365 on the Microsoft Cloud, customers, ISVs, and partners can extend them with AI agents using MCP and Microsoft Copilot Studio to support vertical-specific requirements from front-office process optimization and automation to compliance, pricing strategies, and equipment lifecycle planning. The flexibility of the Microsoft Cloud, combined with advanced AI, is designed to help organizations accelerate innovation, optimize operations, and deliver differentiated customer experiences that drive growth and profitability. Microsoft remains committed to enabling innovation across the ecosystem.

Microsoft Ignite 2025: Powering Frontier Firms with agentic business applications

Looking forward: the future of rental, built into agentic ERP

Flexible, service-based operations are transforming how organizations create value from their assets. Our investment in rental management capabilities is designed to help customers meet this moment. It will simplify processes, improve visibility, and deliver measurable business outcomes.

If your organization operates or supports rental models today, now is an ideal time to explore what’s possible with Dynamics 365. If you’re attending Convergence 2025, you’ll see firsthand how these investments align with our broader vision for adaptive, agentic ERP systems–solutions that work alongside your teams to drive operational excellence and unlock new opportunities for growth.

Original source Report a problem

The Model Context Protocol: A shared foundation for ERP and AI

The Model Context Protocol (MCP) defines a common language for how agents, applications, and services interact with enterprise data and business logic. MCP provides a unified framework, instead of relying on custom APIs or point-to-point integrations. MCP standardizes access to ERP operations, helping ensure consistency, context, and control.

In practical terms, MCP enables developers to:

• Build once and reuse across multiple ERP applications and environments.
• Expose new ERP actions or data endpoints dynamically to the agent framework.
• Maintain consistent data access, permissions, and auditability across all integrations.

This framework helps simplify how partners and customers create and extend agentic experiences. An agent built to reconcile accounts or process supplier invoices can use the same MCP standards to trigger journal entries, validate transactions, or retrieve KPIs across Finance, Supply Chain, Human Resources, and Project Operations–without custom code or repeated integration work. Adding the MCP server to your agent provides access to data, operations, and analytics in the server for the agent’s security role.

As organizations move from systems of record to systems of action, MCP provides the connective tissue. It brings ERP data, analytics, and AI together under a single, trusted framework. The evolution from static to dynamic MCP—and the addition of MCP for analytics—marks a significant step in making ERP systems more adaptive, extensible, and aligned with how businesses operate today.

From static to dynamic

The initial ERP MCP server launched at Build 2025 as a static implementation with a curated set of 13 tools for Dynamics 365 Finance and Supply Chain Management. These tools exposed high-value ERP operations through MCP, helping early adopters test and validate real-world agent scenarios.

However, static systems, have natural limits. The set of available tools was fixed, updates required code changes or redeployments, and extending functionality took time. As developers began building more complex agents that span processes and applications, a new level of flexibility became essential.

The new dynamic ERP MCP server, now available in public preview, addresses that need. It transitions from a fixed catalog of tools to a dynamic framework that adapts as business needs evolve. You can now build agents that can work with data and perform nearly any function available to a user through the application interface, without the need of custom code, connectors, or APIs.

How it works

The tools in the new server work by enabling the agent to navigate server forms to complete tasks. Agents work with the application data and business logic through server APIs just like humans perform tasks in the application client. Static tools with very specific actions, like Find Approved Vendors or Release Purchase Requisition Lines, have been replaced. The agent uses the new tools to open forms, set field values, and click actions available on the form.

This evolution unlocks hundreds of thousands of ERP functions across tens of thousands of forms. These forms—in Finance, Supply Chain, Human Resources, and Project Operations—are instantly accessible through MCP. Each function inherits ERP’s existing controls for permissions, auditing, and security, allowing IT to scale innovation while preserving compliance.

The context provided to the agent through the MCP server dynamically updates with each tool call based on the agent’s security permissions and application configuration, extensions, and personalization. This helps ensure the server is working with an accurate view of available actions and data for the given context. Additionally, it automatically makes available in the MCP framework the ISV extensions and customizations in the environment.

Consider an agent that performs supplier selection for purchase requisitions. When submitting the requisition, the agent gathers and analyzes price and supplier performance information from the ERP applications. It then reasons over the data to select the appropriate supplier for the requisition. The agent updates requisition record with the selected supplier by opening the form, populating the appropriate fields and saving the record. The agent then submits the document to an approver for review by selecting the available workflow action on the form. The native capabilities of the MCP server support these interactions between the agent and ERP data and business logic, among many others.

Extending MCP to analytics

The new Dynamics 365 ERP MCP server for analytics extends the same model-context approach to data, metrics, and insights. It provides governed access to the ERP analytics data available in Business Performance Analytics (BPA)—including measures, dimensions, reports, and semantic models. AI agents and analytics tools can reason over consistent, trusted definitions.

This new server creates a bridge between ERP transactions and business intelligence. It ensures that agents and users reference the same definitions for revenue, margin, or cash flow when generating insights or forecasts—reinforcing trust and mitigating discrepancies between analytics systems.

By aligning analytics and operations under one protocol, ERP data becomes agent-ready and explainable. Access AI-driven analysis, forecasting, and variance detection with natural language prompts and surface results directly into the applications people use every day, including Microsoft Copilot and Microsoft Teams.

The MCP server for analytics also creates new opportunities for the partner ecosystem. Developers can build analytics extensions that plug directly into ERP data models while maintaining full governance and auditability.

Why this evolution matters

This announcement is not just about new APIs—it’s about creating a governed, extensible foundation for innovation across ERP.

For IT organizations, the dynamic ERP MCP server simplifies extensibility and accelerates delivery. MCP standardizes how these capabilities are published, managed, and secured—allowing IT to focus on innovation rather than maintenance.

For business leaders, the analytics MCP server connects insight to action. Forecasts, reconciliations, and recommendations produced by AI are grounded in ERP’s trusted definitions, helping to ensure accuracy and supporting compliance. This helps finance and operations teams shift from retrospective reporting to proactive performance steering.

Together, the servers create a single, unified model where data, analytics, and process automation operate in sync. This helps reduce friction, increases visibility, and accelerates the time from signal to action.

By making hundreds of thousands of ERP functions accessible through a dynamic, governed model, and by extending that same model to analytics, Microsoft is building the foundation for ERP systems that evolve continuously with the business—securely, intelligently, and at enterprise scale.

Partner innovation and ecosystem impact

These changes also expand opportunities for Microsoft’s partner ecosystem. ISVs and system integrators can now build and deliver agents faster. Know that MCP provides a consistent integration and governance layer across all ERP workloads.

The dynamic MCP server enables partners to:

• Create reusable, compliant ERP agents that can be deployed across multiple tenants.
• Publish agents that tap into hundreds of thousands of ERP functions, including extensions and customizations, without deep code dependencies.
• Deliver analytics and insight-driven applications powered by the new MCP for analytics.

Early partner adoption is already demonstrating the potential of this architecture. These examples highlight how MCP can reduce integration overhead, standardize access, and help partners deliver new business value faster, while maintaining enterprise-grade trust and compliance.

• RSM: Shop Floor by RSM empowers manufacturers to operate as frontier firms by minimizing downtime, improving quality. It enables teams to resolve production issues in real time, driving greater resilience and growth. This intelligent agent transforms the shop floor with automation, actionable insights, and seamless collaboration to set a new standard for operational excellence in manufacturing.
• HSO: The PayFlow Agent enhances invoice payment efficiency in accounts payable by automating payment inquiries and delivering real-time status updates. PayFlow streamlines payment processes, minimizes manual intervention, and accelerates resolutions. Empower finance teams and project managers to manage “pay when paid” terms with transparency. This intelligent automation enhances supplier relationships and ensures vendors receive timely, accurate information about their payments.
• Fellowmind: From inbox to Inbound Load in seconds. The Inbound Load Agent transforms emailed delivery notes into inbound loads in Dynamics 365, eliminating repetitive data entry, reducing manual error and accelerating and streamlining workflows.
• Cegeka: The Quality Impact Recall Agent identifies product quality failures and traces their downstream impact across inventory and customers. It orchestrates potential recall efforts, ensuring timely notifications and corrective actions to safeguard safety and brand reputation.
• Crowe: AP automation is table-stakes today, and ERP automation shouldn’t end there. From sales orders and contracts to customer and vendor interactions, Crowe’s AI Agents handle the unstructured, high-touch processes that traditional automation can’t reach.
• KPMG: KPMG’s Supplier Performance Insight Agent automates critical finance workflows by integrating internal ERP data with external market signals to give leaders a complete view of supplier relatability and risk. This showcases how AI can make ERP faster, smarter and more connected for organizations.
• Annata: Annata’s Autonomous AI Agents automate and accelerate complex service processes—turning multi-day breakdowns into minutes of coordinated action. By connecting directly to enterprise data and workflows through the MCP server, the solution secures parts, creates appointments, and orchestrates the entire service chain to maximize equipment uptime.
• SignUp Software: The Axtension Downtime Agent steps in when a machine fails in a production environment or a resource becomes unavailable. The Downtime Agent suggests resolutions and generates alternative production plans, factoring in constraints like promised delivery dates and capacity. Multiple simulation scenarios can be validated and published, enabling organizations to maximize production efficiency.

Building the foundation for adaptive ERP

Building on MCP is a strategic priority for Dynamics 365 applications. ERP teams across Microsoft are aligning on a unified approach to help ensure all agents and applications share this common foundation:

1. All new ERP agents will be built using MCP.
2. Existing agents will migrate to MCP by December 2025.
3. All tools hosted on the static ERP MCP server will transition to the new dynamic framework.

This alignment helps ensure that every ERP agent—whether developed internally or by a partner—operates with shared context, consistent governance, and interoperability across Dynamics 365 and the broader Microsoft ecosystem.

What’s next

The dynamic Dynamics 365 ERP MCP server is now in public preview! The MCP server for analytics will enter public preview in December 2025. Over the coming months, Microsoft will continue validating new features with early partners and enterprise customers, gathering feedback to guide the next phase of development. MCP will continue to be a strategic priority in the agent foundation for Dynamics 365 ERP.

Customers and partners interested in joining the preview can contact their Microsoft representative or explore the latest documentation:
Use Model Context Protocol for finance and operations apps

Join us in San Francisco, November 18 –21 at Microsoft Ignite for a deep technical dive into Agentic ERP during the Reinvent Finance & Operations with Agentic ERP session. Discover what MCP means for extensibility and learn how to build an ERP roadmap that enables adaptive, intelligent operations.

Looking ahead, we’ll continue the conversation at Convergence in Miami, December 9–11. Explore how AI and MCP are reshaping the future of ERP, secure your spot today.

Original source Report a problem

Finance plays a critical role in helping organizations make confident, data-driven decisions. Yet despite decades of automation, much of finance work still happens in spreadsheets and emails. Teams spend hours reconciling data from multiple systems, investigating variances, or fielding ad-hoc questions about budgets, spend, or invoices. The result is slower insight, longer close cycles, and less time for strategic analysis.

The Finance solution in Microsoft 365 Copilot, formerly Microsoft Copilot for Finance, is now generally available, helping finance teams bring ERP-connected data and workflows directly into the flow of work. Built with Microsoft 365 Copilot, this role-based AI solution connects to your existing systems of record, such as Microsoft Dynamics 365 Finance or SAP. It also infuses AI assistance into the tools you already use every day, like Excel and Outlook.

The result: faster financial operations, fewer manual handoffs, and better collaboration between finance, business teams, and IT.

A New Way to Work With Finance Data

Microsoft 365 Copilot bridges productivity tools and enterprise systems, so financial information becomes conversational and accessible. Instead of switching between applications or waiting for manually generated reports, you can simply ask questions in natural language:

• “Identify the key drivers for forecast variances for March.”
• “Highlight period over period trends across regions.”
• “Draft a response to the customer regarding the last payment.”

Copilot interprets the request; when needed, retrieves data from ERP systems under your existing governance controls, and provides traceable, actionable answers. It not only lists figures, it highlights anomalies, explains the drivers of change, and creates draft narratives ready for review or sharing.

This connected experience reduces repetitive work. It also shortens the time between question and answer, and keeps financial insights grounded in governed, auditable data.

Core Capabilities Now Available

The Finance solution in Microsoft 365 Copilot delivers a suite of capabilities designed to simplify financial operations, improve accuracy, and enhance productivity across the finance organization.

Financial Reconciliation (Generally Available)

Reconciliation has always been one of finance’s most time-consuming tasks: matching transactions, detecting exceptions, and validating balances. Copilot transforms this process into an interactive experience.

It identifies unmatched transactions, detects potential differences, and suggests next steps. You can review and confirm matches directly in Excel, reducing manual work and improving audit confidence. Show the desired workflow to Copilot once, save it as a template and set up an AI action to get the same steps to be performed on a regular basis. The results can be mailed directly to your inbox. Organizations piloting these capabilities have reduced reconciliation time from days to hours while improving overall data quality.

Customer Communications in Outlook (Public Preview)

Finance teams often handle hundreds of customer inquiries via email: checking payment status, confirming invoices, or clarifying balances. With Copilot in Outlook, these messages become opportunities for automation. When an inquiry arrives, Copilot drafts a context-aware reply that includes relevant invoice details or payment confirmations pulled directly from ERP data. Finance professionals can review and send with confidence, knowing each response is accurate, consistent, and aligned with company records.

Variance Analysis (Public Preview)

When actuals deviate from the forecast, finance teams must quickly understand why. Variance analysis in Copilot accelerates this process. It identifies anomalies or shifts in financial performance and uses natural language to explain key drivers, such as currency fluctuations, delayed revenue recognition, or cost overruns. It can even draft summary explanations for management reporting. Instead of spending hours building pivot tables, finance teams can spend minutes reviewing insights and refining recommendations.

Data Preparation in Excel (Public Preview)

Preparing data for analysis can consume more time than the analysis itself. Through the Finance solution, Copilot automates this step. When ERP data is exported into Excel, Copilot recognizes column types, fills missing values, and reshapes tables into analysis-ready formats. The result is cleaner, standardized data for forecasting, reporting, and machine-learning models—all produced in a fraction of the time.

Together, these capabilities give finance professionals a connected, AI-assisted workflow across Microsoft 365, where every task, from reconciliation to communication, happens faster, with fewer errors and greater insight.

Enterprise-Grade Security and Governance

The Finance solution is built on the same trusted security foundation as Microsoft 365. All interactions honor existing role-based access, compliance, and audit controls, ensuring users only see the data they’re authorized to view. Finance data never leaves your governed environment, and all prompts and responses remain subject to your organization’s security, data-loss-prevention, and privacy policies.

For IT leaders, this design delivers confidence that Copilot operates within the same enterprise boundaries as your other Microsoft 365 workloads—no additional infrastructure or integration complexity required. Identity management, permissions, and governance remain consistent across finance, sales, and service scenarios.

Deployment and Management Made Simple

IT administrators can deploy the Finance solution directly from Microsoft AppSource, making it easy to discover, install, and configure without custom integration work. Once installed, the solution can be connected to your organization’s ERP systems, such as Dynamics 365 Finance or SAP, through guided setup experiences.

Because it runs within Microsoft 365 Copilot, deployment aligns with your existing Microsoft 365 tenant configuration. There’s no new infrastructure to provision and no separate AI environment to secure. Administrators can manage permissions, configure data connections, and monitor adoption through familiar Microsoft 365 admin centers.

Finance leaders, meanwhile, can roll out Copilot incrementally, starting with high-impact tasks like reconciliation and variance analysis, before expanding to broader finance workflows across teams and regions.

How to Get Started

The Finance solution in Microsoft 365 Copilot is designed to integrate with your current environment quickly. Here’s how to begin:

• Check prerequisites – Ensure your organization is licensed for Microsoft 365 Copilot and that the users who will access the Finance solution have permissions aligned with your ERP system (for example, Dynamics 365 Finance or SAP).
• Visit Microsoft AppSource – Search for Finance in Microsoft 365 Copilot and initiate the installation.
• Connect your ERP system – Use the guided configuration experience to establish a secure connection between Copilot and your ERP environment. All credentials and permissions remain governed by your existing identity and compliance policies.
• Assign access and roles – Within the Microsoft 365 admin center, assign appropriate access to finance teams and business users based on their roles.
• Start using Copilot – Launch Excel or Outlook and begin exploring finance-related tasks, such as reconciliation support, variance explanations, or drafting customer communications.
• Monitor and optimize adoption – IT can track usage, gather feedback, and adjust configurations as needed through existing Microsoft 365 management tools.

From Systems of Record to Systems of Action

By bringing ERP data, productivity tools, and AI assistance together, the Finance solution in Microsoft 365 Copilot helps organizations move from static systems of record to dynamic systems of action. Finance teams no longer have to wait for reports or toggle between applications. They can access insights instantly, collaborate seamlessly, and act with confidence.

For finance professionals, that means faster close cycles and clearer insights.
For business leaders, it means timely answers grounded in governed data.
For IT, it means secure scalability across the Microsoft cloud.

This is finance reimagined for the agentic AI era—more connected, conversational, and compliant by design.

Learn More

The Finance solution in Microsoft 365 Copilot is now generally available. Explore how you can bring AI assistance into your finance organization today.

• Visit Microsoft AppSource to download and configure the solution.
• Review Microsoft Learn documentation for setup and administration guidance.
• Discover more about Microsoft 365 Copilot and role-based AI solutions across Sales, Service, and Finance.

With Microsoft 365 Copilot bringing finance together with your ERP data, you can accelerate decision-making, enhance data confidence, and empower every finance professional to do more, directly within Microsoft 365.

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How the Advanced Tax Calculation Engine Supports Businesses in a Time of Change

Brazil’s sweeping tax reform is reshaping indirect taxation and creating new compliance demands for companies of all sizes. To help organizations prepare, Microsoft is introducing the Brazilian Tax Reform solution in Dynamics 365 Finance —a flexible, transparent, and compliance-ready approach designed to support modern enterprises.

Dynamic Flexibility: Preparing for Reform with Confidence

At the core of the solution is the Advanced Tax Calculation engine, which enables organizations to configure, test, and run both legacy and new tax regimes in parallel during the transition period. This approach supports continuity, allowing businesses to adopt reform at their own pace while minimizing disruption or downtime.

Figure 1: Legacy core tax plus Advanced Tax Calculation engine

Practical Tools for Day-to-Day Compliance

The Brazilian Tax Reform solution provides intuitive tools that simplify setup and ongoing operations. Users can:

• Define tax groups and rules
• Manage NF-e updates and new CST/cClassTrib fields
• Configure electronic invoicing in Electronic Reporting aligned with Brazilian requirements

Clear documentation and guided configuration help minimize errors and improve readiness for future regulatory changes.

Continuous Compliance with Built-In Updates

Tax reform is not a one-time change—it will continue to evolve. Dynamics 365 Finance Globalization delivers updates as requirements shift, reducing the need for long upgrade projects. This continuous compliance model ensures businesses remain current with legislation and better prepared for future adjustments.

Solution Architecture for Agility

The Brazilian Tax Reform solution is built on a modern, extensible data model that adapts as regulations change:

• Tax Engines: Legacy and reform engines can operate side by side only during the transition period to support migration.
• Entity-Centric Tax Rules: Flexible definitions for tax groups, item groups, and conditional tax logic.
• Electronic Invoicing: Updated NF-e and new NFS-e formats are generated through Electronic Reporting. NF-e continues via SEFAZ; NFS-e submission requires customization or third-party integration.
• Built-In Compliance: Automated updates, audit trails, and reporting to support transparency and regulatory alignment.

Figure 2: Brazilian Tax Reform Solution Structure

Conclusion: A Practical Path Forward

The Brazilian Tax Reform solution in Dynamics 365 Finance gives organizations the flexibility and tools they need to manage compliance confidently. With dual tax engines available only during the transition period, flexible configuration, and continuous updates, the solution supports a smooth shift to Brazil’s new requirements while maintaining operational continuity.
This solution is designed not only to meet today’s compliance needs but also to help businesses stay adaptable in the face of ongoing regulatory change.

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Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

This article lists the features that are new or changed for Microsoft Dynamics 365 Finance version 10.0.45. This version has a build number of 10.0.2345 and is available on the following schedule:

• Preview of release: July 2025
• General availability of release (self-update): September 2025
• General availability of release (auto-update): October 2025

Features included in this release

This section contains a table that lists the features that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.

Account receivable

• Customer invoice logging framework for sales order and free text invoice history tracking (Preview)

This feature introduces a structured logging framework to track the lifecycle of customer invoice documents, including sales orders and free text invoices. The logged data supports a detailed posting history in the Customer invoice workspace, improving traceability and diagnostics. The tab pages on the Customer invoicing workspace remain unchanged before and after enabling this feature. Users can now view detailed error messages for sales orders that failed during the posting process. The Sales order posting history and Free text invoice posting history tabs continue to display data for the past 14 days by default.
Enabled by: Feature management

Asset leasing

• Workflow for lease impairment

This feature enables a new workflow for the lease impairment process by adding a Submit button to the right-of-use asset impairment dialog. A new Lease impairment page is introduced that allows users to continue the impairment process after the record has been approved in the workflow.
Enabled by: Feature management

• Asset leasing journal description

This feature prevents posting the asset leasing journal without a mandatory description.
Enabled by: Mandatory

• Lease termination triggers fixed asset posting

This feature automates the posting of lease termination transactions to the fixed assets subledger.
Enabled by: Mandatory

Cash and bank management

• Automatic vendor account matching

When the feature is enabled, the Generate vendor payment bank reconciliation rule allows for auto search of vendor account based on the match of International Bank Account Number (IBAN) and bank account number fields in vendor master data with the information on bank statement lines. If matching is successful, the relevant vendor account is used to post the vendor payment journal.
Enabled by: Feature management

• Optimized auto settlement

This feature optimizes auto settlement process performance for customer and vendor transactions by addressing inefficiencies in handling multiple open transactions and reducing the number of database calls.
Enabled by: Feature management

• Search for customer/vendor account ID when manual payment journal is created during bank reconciliation process

When this feature is enabled, customer and vendor bank accounts are automatically found when the manual payment journal is created during the bank reconciliation process. The suggestion of customer or vendor account is based on bank account number, IBAN, or trading party name available on the bank statement line.
Enabled by: Feature management

Electronic reporting (ER)

• In-app PDF conversion for configurable business documents (CBD)

This Electronic reporting (ER) feature enables in-app PDF conversion of configurable business documents in Word and Excel formats using AOS resources, allowing complete processing within the application and eliminating reliance on external services.
Enabled by: Feature management

• Suppress forced batch job retries on failure for Electronic reporting

When the feature is enabled, further batch job retries are suppressed for failed Electronic reporting jobs.
Enabled by: Feature management

• Validate obsolete elements of Electronic reporting data sources

Validate obsolete elements of Electronic reporting data sources during configuration validation so you can adjust the configuration to address that.
Enabled by: Default

• Enhanced access to labels of the ascendent Electronic reporting data model

This feature enables access to labels of an ascendent Electronic reporting data model in derived Electronic reporting format components.
Enabled by: Default

• Enable support of Document routing agent running as a service

Enable support of Document routing agent running as a service for network printing scenarios of outbound documents. The Document routing agent lets you select the mode of execution. The process can run either as a desktop application or as a Windows service. For more information, see Run the Document routing agent as a Windows service.
Enabled by: Default

• Apply the Language preference parameter to the 'File name' expression

Enables Electronic reporting formats to dynamically compute file names based on the selected language preference, improving localization in outbound file generation.
Enabled by: Default

• Run Electronic reporting import of manually uploaded documents in batch

The feature provides the possibility to run the Electronic reporting (ER) framework model mapping for importing manually uploaded documents in batch.
Enabled by: Default

• Forcing to use for data parsing only cell data types that are defined in an Electronic reporting format

When you enable this feature, the Electronic reporting (ER) framework uses for data parsing only cell data types that are defined in an Electronic reporting format. When this feature is disabled, Electronic reporting tries to recognize cell data types based on values of cells of an inbound file in Excel format.
Enabled by: Default

• Cache the preferred language of the current user for Electronic reporting runs

Enable this feature to cache preferred language of the current user for a single run of an Electronic reporting (ER) format to improve execution performance.
Enabled by: Default

• Accelerate Electronic reporting ER labels storage

This feature introduces a new label storage schema for imported Electronic reporting configurations to improve performance during editing and execution. Applies to newly added configurations; existing ones require a manual conversion after enabling the feature.
Enabled by: Mandatory

• Minimize memory consumption by storing datasets at Electronic reporting reports runtime

Enabling this feature reduces the size of cached application data by storing the only values of fields that are used for report’s generation during an Electronic reporting (ER) format execution.
Enabled by: Mandatory

• Optimize datasets memory consumption at Electronic reporting reports runtime

Enabling this feature reduces the number of cursors for fetching application data by releasing cursors as soon as they become unnecessary, not at the end of the current session of an Electronic reporting (ER) format execution.
Enabled by: Mandatory

Fixed assets

• Split and transfer fixed assets between legal entities (Preview)

This feature allows users to split and transfer assets between legal entities by selecting the source assets and their books, previewing key financial details such as acquisition cost, accumulated depreciation, and net book value. Users can transfer the source asset's acquisition cost and accumulated depreciation or use its net book value, and either automatically create the destination asset or select an existing one. Contact support to enable the flight for this feature.
Enabled by: Flight

• Unified posting dates for asset catch-up depreciation (Preview)

This feature enables users to specify a posting date during the depreciation proposal process, ensuring consistent posting dates for catch-up depreciation transactions.
Enabled by: Feature management

• Fixed assets proposal

This feature creates both acquisition and depreciation proposals from a centralized proposal page, allowing for streamlined asset related decision making.
Enabled by: Feature management

General ledger

• Reverse out of balance ledger settlements

Use the Out of balance ledger settlements page to automatically reverse any ledger settlements that are out of balance. A year end close can't be completed successfully if there are any ledger settlements that aren't balanced. Out of balance ledger settlements happen when they cross fiscal years or if no realized gain or loss was created when settled. For more information, see Out of balance ledger settlements.
Enabled by: Default

• Check for highly variable dimensions

The Check for highly variable dimensions enables a process to detect highly variable dimensions to help users find performance issues. When there are highly variable dimensions the performance of the year end close, trial balance, and consolidations can be impacted. Two data maintenance tasks run to detect the dimension counts and are displayed in the Year end close page. Submit a support request to enable the flight for this feature. For more information, see Highly variable dimensions.
Enabled by: Flight

Globalization Studio

• Electronic reporting globalization feature JSON import/export

This feature enables the JSON import/export function for Electronic reporting globalization features. It allows users to import new features from JSON files and export their features into JSON files for storage and transfer purposes.
Enabled by: Feature management

• Dataverse repository

This feature enables the Dataverse based repositories for Electronic reporting configurations and Globalization features.
Enabled by: Mandatory

• Electronic reporting globalization feature Key Vault parameters

This feature enables a new Key vault parameters page that allows you to set up secrets and certificates stored in Microsoft Azure using service application-based authentication in order to connect to it.
Enabled by: Mandatory

Subscription billing

• Backfill journal information for deferral schedule lines from LedgerJournalTrans

This task involves backfilling the Voucher, JournalNum, and TransDate fields in the SubBillDeferralScheduleLine table by referencing corresponding data from the LedgerJournalTrans table. The objective is to ensure data consistency and completeness by establishing accurate journal linkage for each deferral schedule line.
Enabled by: Data maintenance

• Subscription billing deferral COGS adjustment (Preview)

This feature automatically adjusts the Cost of Goods Sold (COGS) for subscription billing deferral schedules. It works through a background automation process. When the inventory closing or recalculation process runs, the related consumption deferral schedules are updated to reflect any changes in the original cost. These updates happen asynchronously and follow an eventually consistent model.
Enabled by: Feature management

• Project subscription billing deferral COGS adjustment (Preview)

This feature enables COGS adjustment functionality for projects related subscription billing deferral schedules. When the inventory recalculation process is run, the associated consumption deferral schedules are updated to reflect any adjustment to the original cost.
Enabled by: Feature management

Feature enhancements included in this release

This section contains a table that lists the enhancements that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.

• Accounts payable

  • Accounts payable
    In invoice automation, there's an option to override the Actual tax amount with the Imported tax amount. When this is on, the calculated tax is overridden with the imported amount. The default setting is Off.
    Enabled by: Default

• Accounts payable

  • Accounts payable
    On Accounts payable parameters, there's an option to always used the default description. When this setting is enabled, the purchase order and invoice descriptions always use the default description, even if a description was manually entered. The default setting is Off.
    Enabled by: Default

• Accounts receivable

  • Accounts receivable
    When a free text invoice is created and posted, the total on the posted invoice journal is incorrect where the calculation doesn't consider all of the total lines amount. Although the Ledger entries are correct, the Custtrans and CustInvoiceJour amounts are incorrect.
    Enabled by: Feature management

• Accounts receivable

  • Accounts receivable
    Invoice and invoice line details information in the Associations FastTab in My cases page.
    Enabled by: Feature management

• Cash and bank management

  • Modern bank reconciliation
    Unintended matches between bank statement and bank transactions are prevented, unless explicitly defined and configured on the reconciliation rule.
    Enabled by: Feature management

• Credit and collections

  • Interest note due date based on customer payment terms
    Enable this parameter in Credit and collections parameters to calculate the due date of an interest note based on the payment terms setup on the customer. When set to No, the due date on the interest note continues to be the same as the posting date.
    Enabled by: Parameter

• Credit and collections

  • Email template on Collections process automation allows variables in Subject line
    In the email template for Collections process automation, variables can now be used in the subject line similar to how they are used in the body of the email template.
    Enabled by: Default

• Fixed assets

  • Asset split logic independent of labels
    The feature involves researching and refactoring code paths that rely on localized labels for the split fixed asset process. It transitions from using labels to using a split subtype, ensuring that the logic is based on stable and consistent criteria. This change addresses issues where user-modifiable labels could cause unexpected behavior in the system.

• General ledger

  • Validate year-end close enhanced
    When running the Validate year-end close process, additional checks are done with partial ledger settlements.
    Enabled by: Default

• General ledger

  • Ledger settlements audit trail includes description and reason
    On the Ledger settlements page, the Description column displays the description from the original transaction. The Reason column displays the comment entered for the ledger settlement. The Ledger settlements inquiry page also displays both the Description and Reason columns.
    Enabled by: Default

• General ledger

  • LedgerTransSettlementEntity V2
    When partial ledger settlements are enabled, a new entity is used for export/import in Ledger settlements. The marked column required a new entity when using partial ledger settlements.
    Enabled by: Default

• Subscription billing

  • Subscription billing
    At the termination of billing schedule, a credit note is created against the invoices (sales orders) with the same exchange rate used at the time of invoicing.
    Enabled by: Feature management

Features turned on by default in this release

The following table lists the features that are turned on by default in version 10.0.45. Most features that have been turned on can be turned off in Feature management.

• Custom search on the customer page - Mandatory - Accounts receivable
• Copy financial dimensions from sales order header to penny difference voucher transaction - On by default - Accounts receivable
• Add support for financial tags to the free text invoice entity within data management - Released - Accounts receivable
• Mark all bank transactions as cleared in account reconciliation - On by default - Cash and bank management
• Enable prepayment and posting profile when generating payment journal in advanced bank reconciliation - On by default - Cash and bank management
• Payment journal cancellation from bank reconciliation worksheet - On by default - Cash and bank management
• Enable offset account financial dimensions for general ledger voucher posting during bank account reconciliation - On by default - Cash and bank management
• Use latest exchange rate to post bank transactions - On by default - Cash and bank management
• Enable default descriptions for advanced bank reconciliation - On by default - Cash and bank management
• Separate accounts for credit notes - Mandatory - Credits and collections
• Automate split transaction posting from main book to derived books - On by default - Fixed assets
• Propagate the Allow depreciation when placed in service and disposal are in the same fiscal year from fixed asset parameters for all newly created asset books - On by default - Fixed assets
• Prevent overriding the account on a vendor invoice when creating a fixed asset - On by default - Fixed assets
• Create separate voucher number for journals line related to automatic depreciation adjustment, split transactions, and split disposal - Mandatory - Fixed assets
• Prevent fixed asset acquisition from project purchase orders when business rules for fixed assets determination are configured - Mandatory - Fixed assets
• Japan localization - Break up split transactions by year - Mandatory - Fixed assets
• Adjust sales tax amount per vendor charged sales tax - On by default - Tax
• Enable adding and synchronizing of tax hierarchy version in batch mode - On by default - Tax
• Enable external tax solution providers for Tax Calculation - Mandatory - Tax

Features removed from Feature management

The following table lists the features that were removed from Feature management in version 10.0.45.

• Extended look up of Electronic reporting format configurations allowing to inquire the Global repository - The related functionality is enabled out of the box - Electronic reporting (ER)
• Account structure activation performance enhancement - The related functionality is enabled out of the box - General ledger
• Globalization Studio - The related functionality is enabled out of the box - Globalization Studio
• E-invoicing service workspace designer - The related functionality is enabled out of the box - Globalization Studio
• Utilize application resources to perform CBD documents conversion from Word to PDF format - Disabled in Feature management due to replacement by In-App PDF conversion for Configurable Business Documents (CBD) - Electronic reporting (ER)
• Selection of advance invoices for reversing while posting sales order credit note - Remove or obsolete feature - Accounts receivable
• (Lithuania) Don't add the VAT keyword to the beginning of the invoice title - Remove or obsolete feature - Accounts receivable
• Control zero-amount sales tax difference entries for Czech Republic (CZ) - The related functionality is enabled out of the box - Tax
• Separate sales tax payment report generation from sales tax settlement - The related functionality is enabled out of the box - Tax
• Populate financial dimensions to the realized currency adjustment profits/loss accounts for sales tax settlement - The related functionality is enabled out of the box - Tax
• Sales tax rate on invoice date in purchase order credit note - The related functionality is enabled out of the box - Tax

More information

Platform updates for finance and operations apps

Dynamics 365 Finance version 10.0.45 includes platform updates. To learn more, see Platform updates for version 10.0.45 of finance and operations apps.

Bug fixes

For information about the bug fixes that are included in this update, sign in to Microsoft Dynamics 365 Lifecycle Services, and view the KB article.

Regulatory updates

For information about regulatory updates for finance and operations apps, see Regulatory updates. Another way to learn about regulatory updates is to sign in to Lifecycle Services and view the planned regulatory updates using the issue search tool. Issue search lets you search by country/region, type of feature, and release.

Dynamics 365 and industry clouds: 2025 release wave 1 plan

Wondering about upcoming and recently released capabilities in any of our business apps or platform?
Check out Dynamics 365 and industry clouds: 2025 release wave 1 plan. We've captured all the details, end to end, top to bottom, that you can use for planning.

Last updated on 08/04/2025

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2025 release wave 2 for Microsoft Dynamics 365, Microsoft Power Platform, and Copilot offerings

We’re entering the age of AI agents, a transformative moment reshaping the landscape of business applications and platforms. AI agents aren’t just making incremental improvements, they’re helping to redefine productivity and can fundamentally change how work gets done.

Published today, the 2025 release wave 2 for Microsoft Dynamics 365, Microsoft Power Platform, and Copilot offerings introduces new and improved capabilities that help organizations to harness the full potential of this new era. These plans compile new capabilities slated for release between October 2025 and March 2026.

Integral to the wave 2 plans, AI assistants and agents not only help humans with day-to-day tasks, but also act as proactive partners to drive better business outcomes. Our upcoming release brings that vision to life, helping to make AI not just accessible but an essential component in daily operations. Whether it’s enabling sellers to close deals faster, providing service teams real-time trusted knowledge, or empowering finance professionals with AI-driven reconciliation and analysis, these enhancements can be transformative to the way we all work.

Be sure to stay updated on the latest features and create your personalized release plan using the release planner.

Highlights from Dynamics 365

The 2025 release wave 2 for Dynamics 365 brings new innovation to transform functions across your business.

Explore the Dynamics 365 release planner

Microsoft Dynamics 365 Customer Insights – Data enhances Microsoft Copilot and agents with real-time, unified customer profiles, enabling teams to act on insights within their workflow. With enriched data, seamless platform integration, and faster processing, businesses can deliver timely, personalized experiences that boost engagement and conversions.

Microsoft Dynamics 365 Customer Insights – Journeys empowers businesses to craft personalized, AI-driven customer experiences across all touchpoints. With Copilot, agents, and enhanced orchestration tools, teams can engage the right audiences at scale, streamline lead generation, and accelerate growth.

Microsoft Dynamics 365 Sales brings the power of AI to help sellers achieve their targets and automate busywork. Microsoft Copilot delivers actionable insights in the flow of work, while AI agents research and engage leads, drive purchase intent, and proactively bring key insights and emergent deal risks—helping sellers close more deals faster. A reimagined interface reorients sellers from data to insights.

Watch this video to discover the new and enhanced features in this release wave for Dynamics 365 Sales.

Microsoft Dynamics 365 Customer Service continues to enhance agentic and Copilot capabilities for case and knowledge management, as well as AI-driven routing.

Microsoft Dynamics 365 Contact Center continues to enhance agentic and Copilot capabilities to automate the service journey across digital and voice channels, along with the introduction of new omnichannel and supervisor capabilities in the 2025 release wave 2.

Microsoft Dynamics 365 Field Service will deliver AI agents, enhanced scheduling tools, mobile usability improvements, and deeper Microsoft 365 integration in the upcoming release wave. With innovations across inspections, vendor coordination, and connectivity with Microsoft Dynamics 365 Project Operations, Field Service empowers organizations to deliver smarter, faster, and more seamless service at scale.

Microsoft Dynamics 365 Finance brings global-scale finance and agentic operations to our customers, including agents that can lead to faster financial close, and provide additional automation and optimization across large scale operations, as well as enhancements to business performance analytics and planning solutions.

Microsoft Dynamics 365 Supply Chain Management can enhance demand planning with event and promotion forecasting, and help improve quality management for sample handling; and the Supplier Communications Agent will automate vendor interactions. New supplier engagement tools and warehouse app upgrades will also be introduced to further streamline operations and boost efficiency.

Microsoft Dynamics 365 Project Operations will continue to deliver powerful enhancements across the project lifecycle. These include improved mobile and browser experiences for time and expense, better project planning with enterprise custom fields, streamlined billing and invoicing workflows, and expanded support for stocked items, investment projects, and migrations to the modern architecture.

Microsoft Dynamics 365 Human Resources can enhance the hire-to-retire journey with Microsoft Entra ID and Microsoft Viva Connections integration to help reduce duplication. New agentic capabilities will be introduced to streamline onboarding with guided experiences and automation. Recruiter assist will also now support job description generation and interview assistance, helping to improve efficiency across hiring and onboarding.

Microsoft Dynamics 365 Commerce advances in-store experiences by providing a mobile-first point-of-sale that provides business continuity even during a business outage. Improvements to the Adyen payment connector allows modern payments like Pay by Link across channels, offering more purchasing options for omnichannel customers. Additionally, omnichannel unified pricing enables retailers to establish more intricate pricing structures, helping them remain competitive.

Microsoft Dynamics 365 Business Central introduces AI agents to enhance efficiency and automation in the 2025 release wave 2. These agents seamlessly integrate to execute complex tasks, generate reports, automate processes, and optimize order creation using natural language processing. Additionally, this release focuses on quality management, subcontracting, sustainability, and e-document capabilities.

Highlights from Microsoft Power Platform and Microsoft Copilot Studio

2025 release wave 2 updates for Microsoft Power Platform bring new and updated ways for organizations to analyze, act on, and automate data to digitally transform their businesses.

Explore the Microsoft Power Platform release planner

Microsoft Copilot Studio continues its journey to make agent creation and operation even easier and more powerful with autonomous agents in Microsoft 365 Copilot, the ability to build complete teams of agents that work seamlessly together, and improved governance for enterprise scalability. Copilot Studio will offer even deeper integration with Azure AI Foundry and the Microsoft Graph, helping to ensure your agents can use the latest AI technology in coordination with your data in Microsoft Graph.

Watch this video to discover how the latest enhancements to Copilot Studio can benefit your business.

Microsoft Power Apps enhances human and agent collaboration with a new agent feed to supervise the work of agents and extensible built-in agents for common tasks like enter, explore, visualize, and summarize data. Bring business problems to Plan Designer and a team of agents will help you build enterprise solutions, including apps, agents, Microsoft Power BI reports, and more. Vibe code with the App Agent to create data-connected experiences—just describe what you need or provide an image, and it can be done.

Microsoft Power Pages enables businesses to build secure, data-driven portals effortlessly. In this wave, we will further expedite site building for low-code makers and pro developers to help build intelligent sites for your employees, customers, and partners. The introduction of enhanced security agent features will further empower low-code makers, pro developers, and admins with actionable insights and abilities for securing their websites.

Microsoft Power Automate is transforming how enterprises automate complex business processes through new human-in-the-loop experiences, such as advanced approvals and AI-native capabilities, such as generative actions and intelligent document processing. To manage complex automations at scale, a comprehensive suite of governance, observability, and security controls will be introduced to the Automation Center and Power Platform admin center.

Microsoft Dataverse continues to serve as a trusted low-code data platform, enabling the creation of scalable agents, Copilot applications, and automations. This update introduces enhancements to core agentic capabilities, including Dataverse for Agents and Dataverse Search to support smarter, AI-ready experiences. New features such as Dataverse Model Context Protocol (MCP) Server and AI-powered business logic tools further expand the ability to build dynamic, intelligent solutions grounded in enterprise data.

Microsoft Power Platform governance and administration will become the unified governance hub for managing intelligent agents, agent-driven apps, and automated workflows across the Microsoft ecosystem in this release wave. This will provide a secure, governable, reliable platform for agent development.

Updates to Copilot offerings

Agents for Microsoft 365 Copilot help maximize business impact across sales, service, and finance. Learn more about the 2025 release wave 2 updates for Copilot offerings. Agent updates for sales will help sellers work smarter, engage strategically, and close deals faster. Agent updates for service will expand CRM connectivity and enhance email insights and drafting—all within the tools reps use daily. Updates for finance will offer easily customizable agents that can be launched from familiar tools like Excel, boosting efficiency and insight.

Explore the Copilot release planner

Early access period

Starting August 4, 2025, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by October 2025. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2025 release wave 2 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information.

For a complete list of new capabilities, please refer to the Dynamics 365 2025 release wave 2 plan, the Microsoft Power Platform 2025 release wave 2 plan, and Copilot offerings 2025 release wave 2. We also encourage you to share your feedback in the community forums for Dynamics 365 and Microsoft Power Platform.

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A New Solution in Partnership with Adyen

In today’s retail landscape, payments have evolved into a strategic inflection point—where customer expectations, brand trust, and operational efficiency converge. No longer just the final step in a transaction, payments shape the overall customer experience and directly influence conversion, satisfaction, and loyalty. As consumers engage across physical stores, mobile apps, and digital platforms, they demand seamless, secure, and flexible payment options tailored to their context. At the same time, as retailers expand into new geographies, they must navigate a complex landscape of local payment preferences, regulatory complexities, and asynchronous processing requirements. Retail payment innovations are clearly needed.

Meeting these demands requires a payment infrastructure that’s not only omnichannel and secure, but also globally adaptive—capable of scaling across geographies while delivering localized, compliant, and consistent checkout experiences. In short, payments are not just an operational necessity—they’re a growth lever and competitive differentiator in an increasingly borderless retail economy. Dynamics 365 Commerce, in partnership with Adyen, offers a native payment connector which enables retailers to meet this challenge head-on, offering a modern approach to payments that supports global expansion, operational efficiency and elevates customer experience.

Adyen is a global payment platform serving almost 100 countries and expanding rapidly. It supports a wide range of payment methods across regions and channels—from credit cards and digital wallets to Pay by Bank (open banking) and BNPL providers. Its unified commerce approach allows retailers to consolidate payment processing, fraud prevention, and reporting into a single system. The payment connector to Adyen is maintained and continuously enhanced by the Dynamics 365 Commerce product team in close collaboration with Adyen, which not only reduces technical overhead, but delivers secure, flexible checkout experiences across both physical and digital storefronts. Recent updates focus on enabling secure, mobile-ready operations—empowering retailers to offer greater payment flexibility to consumers while positioning their businesses for future geographic expansion.

Let’s explore some of the latest retail payment innovations helping retailers achieve these strategic goals.

Wallet Payments

NFC based wallets like Apple Pay, Google Pay, and Samsung Pay have moved from novelty to necessity. These contactless options not only offer enhanced security through tokenization but also speed up checkout times significantly. In addition to NFC wallets, the QR code-based wallets like Alipay, WeChat Pay, PayPay etc. enhance customer convenience and satisfaction. These digital payment methods offer a fast, secure, and contactless way to complete transactions, catering to the growing preference for cashless payments. Dynamics 365 Commerce leverages Adyen to help the merchants easily enable these wallets, and attract a broader customer base, including tech-savvy shoppers and international tourists who rely on these platforms.

Buy Now, Pay Later (BNPL)

BNPL services have exploded in popularity, particularly among younger shoppers. By offering instant financing options at the point of sale, retailers can increase average transaction values while giving customers the flexibility they crave. Merchants using Dynamics 365 Commerce with Adyen connector can leverage BNPL providers such as Klarna and Affirm in stores which can help increase the Average Order Value without burdening the customer’s wallet.

Mobility to In-Store Payments

Enabling store associates to take payments wherever the customer significantly enhances the shopping experience by offering convenience and flexibility. This fundamentally changes the in-store experience by:

• Reducing checkout lines and waiting times
• Enabling personalized service where customers are, rather than forcing them to a central checkout
• Allowing for immediate product information, inventory checks, and payment processing in a single interaction
• Creating opportunities for clienteling and relationship-building throughout the shopping journey

A development in retail payments is the rise of using mobile phones for payment capture, particularly Apple’s Tap to Pay on iPhone. This technology transforms standard iPhones into payment terminals, eliminating the need for traditional POS hardware. Merchants can now run the Store Commerce application on iPhones and leverage Adyen connector to accept the NFC based card payments on the iPhones.

Similarly, Android-based All in one payment terminals such as Adyen’s Castle devices enables the retailers to run the Store Commerce app from Microsoft and capture card and wallet payments.

Pay by Link

The Tap to Pay on iPhone is great for NFC based card payments while Android Castle devices are great for all types of cards i.e., with or without NFC chips and QR code-based wallet payments, however, supporting local payment methods which require asynchronous processing is usually a challenge. These payment methods require the commerce solution to listen to payment notifications from the payment processor and process the transaction accordingly. Dynamics 365 Commerce now supports a new payment method from Adyen named Pay by Link which generates an Adyen hosted payment link. Opening the link directs the in-store customers to a secure checkout page on their phones, enabling various payment methods supported by Adyen, including the local payment methods which require asynchronous processing.

It’s important to call out that the Pay by Link payment method does not require any specialized hardware such as payment terminal or special tablets and does not even require a hardware station which means that even the web-based cloud point of sale can accept digital payments without a need to maintain a hardware station in the store. Pay by Link can be very effective for line busting scenarios as the store associate can scan the customer items and generate a payment link for the customers and suspend the transaction. The customers can make a payment while in line and when they reach the cashier’s counter, the cashier can recall the suspended transaction, print receipts and complete the transaction.

Using these various options, Dynamics 365 Commerce empowers merchants to accept payments anywhere—from pop-up shops to home delivery—while maintaining brand consistency and security standards. These mobility options also enable a more efficient use of floor space and help merchants to rapidly scale operations for seasonal demands without investing in additional terminals.

Intelligent payment routing: the hidden cost-saver

While consumers rarely think about payment processing networks, retailers know that every transaction carries costs. When a customer uses a debit card, the transaction can potentially be processed through multiple networks. While many retailers default to major card networks, regional debit networks like STAR, NYCE, and PULSE often offer substantially lower interchange fees.

Merchants using Dynamics 365 Commerce can now benefit from Adyen’s capability to automatically identify eligible transactions and route them through the most cost-effective network. A retail payment innovation resulting in significant savings for merchants —without any change to the customer experience.

Productivity through consistent user experiences

The benefits of modern payment solutions extend beyond the customer-facing advantages to significantly impact associate productivity. When store employees interact with a consistent, intuitive user interface across all point-of-sale functions, training time decreases while efficiency soars.

Dynamics 365 Commerce now supports a unified payment experience across all payment methods. This enhancement is aimed at eliminating the cognitive burden of switching between different interfaces for various payment methods. Associates can move seamlessly from processing a standard credit card payment to handling a BNPL transaction or a gift card payment without missing a beat. This consistency reduces transaction errors, speeds up checkout times, and allows staff to focus on customer service rather than struggling with cumbersome payment processes.

"The new payment flow is really a step in the right direction. There are numerous options available today, whether it’s cryptocurrency, financing, or other digital payment methods. The ability to easily navigate payment is important for both our company and the customer. Everyone will have a preference and being able to accommodate that easily allows our staff to focus on the customer instead of trying to coordinate complex exchanges between systems. We see a lot of potential in this style of payment flow, streamlining the process and reducing unnecessary button grids."

– Chad Davison, IT Systems Team, Memory Express Inc.

Embedded fraud protection: securing the transaction ecosystem

As retail payment innovations evolve, so do the tactics of fraudsters. Retailers with robust fraud protection not only minimize direct losses but also preserve customer trust. Dynamics 365 Commerce now enables the merchants to leverage the built-in risk management capabilities in Adyen for ecommerce and Pay by Link transactions. Any fraudulent transaction prevented represents both saved revenue and a protected customer relationship.

Enabling post-visit and remote payment experiences

Dynamics 365 Commerce continues to expand its support for asynchronous payments, aiming to give merchants greater flexibility in how and when customers complete transactions. One such planned future enhancement is the ability for store associates to generate orders—including shipping details—and send a secure payment link to the customer, enabling them to finalize the purchase at their convenience. If payment isn’t completed within a specified timeframe, the system can automatically cancel the order and release the inventory.

This approach supports more flexible purchasing journeys, for example, when a customer needs time to consider a larger purchase. Future enhancements also aim to extend this capability to call centers, allowing representatives to send secure payment links instead of collecting payment information over the phone. This would support additional modern payment methods and improve both security and customer experience for remote transactions.

Bringing It All Together

Retailers making the most of today’s retail payment innovations often take a unified approach, treating technologies like digital wallets, BNPL, Pay by Link, and mobile SoftPOS not as isolated tools but as components of a cohesive payment strategy. With support for these capabilities, along with Adyen’s built-in risk management and intelligent routing features, Dynamics 365 Commerce helps merchants design payment experiences that can enhance convenience, improve operational flexibility, and support security standards.

As the payment landscape continues to evolve, success will hinge not on selecting a single technology, but on integrating multiple options to align with customer preferences and operational needs. By building a flexible, future-ready payment foundation, retailers can better adapt to changing expectations and create experiences driving efficiency and customer satisfaction. Learn more about other retail payment innovations, along with what is new and what is coming to Dynamics 365 Commerce in our release planner.

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Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

This article lists the features that are new or changed for Microsoft Dynamics 365 Finance version 10.0.44. This version has a build number of 10.0.2263 and is available on the following schedule:

• Preview of release: April 2025
• General availability of release (self-update): June 2025
• General availability of release (auto-update): July 2025

Features included in this release

This section contains a table that lists the features that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.

Fixed assets

• Post the inventory close adjustment to the fixed assets subledger after purchase order invoice adjustment: This feature automatically adjusts fixed assets acquired via inventory items. When you adjust a purchase order invoice, the inventory closing recalculation posts the corresponding entries to the fixed assets subledger. Likewise, if an inventory to fixed assets journal records a different item cost to acquire a fixed asset, the adjustment is posted automatically to the fixed assets subledger through inventory closing recalculation adjustment. This ensures consistent data, less manual work, and accurate financial records.
• Budget depreciation proposal running in the background across multiple legal entities: This feature introduces a new menu item, Create budget depreciation proposal, that uses background batch job processing to run depreciation budgets across multiple legal entities. Users no longer have to manually run the budget for each company. Therefore, this feature helps save time, reduce manual effort, and enhance consistency throughout the organization.
• Add financial tags on inventory to fixed asset journal: This feature adds financial tags to the line details in the inventory to fixed asset journal, so that users can assign financial tags before posting. This feature helps improve asset categorization and traceability, and therefore leads to more accurate financial management and streamlined reporting.
• Enable scheduled start date/time on recurrence of proposals: The Scheduled start date/time and time zone fields are added to the Define recurrence batch when enabled. The system automatically schedules the batch via scheduler logic, logs the event in batch history, shows a confirmation, and lets users modify or clear the schedule up to five minutes before execution (reverting to manual start if cleared).
• Multi-Company purpose: This feature introduces a new Multi-company processes Organization hierarchy purpose and replaces the existing legal entity multi. Any hierarchy assigned the Multi-company processes purpose appears in a new control with a hierarchical parent-child selector, where you can search, sort, and select multiple legal entities for fixed asset depreciation and asset leasing batch journal creation.
• (Preview) Fixed assets proposals batch enhancements: This feature enhances the efficiency of creating depreciation proposal batch jobs/tasks. It incorporates fixed assets with various ID formats in the depreciation proposal, prevents the creation of blank journals for depreciation proposals, and avoids journal duplication in case of temporary errors. Additionally, it boosts the asset transactions cache for depreciation proposals, resulting in enhanced processing speed for depreciation proposals.
• (Preview) Fixed assets light cache: All transaction history calls (depreciation runs, posting jobs, reports, etc.) reference the Light cache layer first, while preserving legacy cache and direct-read fallbacks.
• (Preview) Disable Fixed assets transactions cache: This feature forces all transaction history calls depreciation and postings to bypass both Light and legacy caches and affect the database directly. This is ideal as a temporary troubleshooting fallback that can be disabled to instantly restore high-performance caching.

Asset leasing

• Ability to assign sales tax group and item tax group on the asset lease: This feature introduces Sales tax group and Item sales tax group fields in the lease/lease book. When a lease book is marked as Pay to vendor, these defined values are automatically copied to the vendor invoice journal that is created from the payment schedule. If a vendor or main account already specifies a sales tax group or item sales tax group, the system uses those values by default. Otherwise, it applies the default values that are defined on the lease.
• Add cancel option to the lease termination: The Lease termination proposal cancellation feature adds a Cancel option, so that users can revoke termination proposals. When this option is selected, the Proposal status value is updated to Canceled, and the lease book is reset. Therefore, this feature helps enhance flexibility and ensure accurate, controlled lease management.

General ledger

• Year-end close job status verification: To ensure that a year-end close job is really running and isn't stuck in an error state from a batch crash or restart, a batch job is added to the Ledger fiscal close service history table. Therefore, you can confirm whether the batch job is active and safely reset its status as required.
• Review missing settlement accounts: The Review missing settlement accounts page shows any ledger accounts that have ledger settlements but that are missing from the Ledger settlement tab in General ledger parameters. Learn more in Ledger settlements.

Cash and bank management

• Bank transactions page performance improvement: This feature introduces performance enhancements on the Bank transactions page. Users can now optionally set default filters, so that the page shows only transactions that meet defined criteria.
• Enable process automation for bank foreign currency revaluation: When this feature is enabled, users can use process automation to run bank foreign currency revaluation.
• Accounts payable enable settle with priority: This feature enhances the Accounts payable module by introducing settlement priority. Users can assign a predetermined order to transactions. That order can then be applied during both manual settlement and automatic settlement.

Credit and collections

• Collection process automation to include project invoices and general journals: Collection process automation previously didn't include project invoices and general journals. When this feature is enabled, users can include those documents.
• Include general journals in the interest calculation process: When users create interest notes, they can include general journals, so that interest is calculated on them.

Accounts receivable

• Prepayment customer invoice feature: When this feature is enabled, users can create and manage invoices for customer prepayments. This feature streamlines the invoicing process and helps enhance customer relationships by offering flexible payment options.
• Clean up Free text invoice temp tables used in Free text invoice report: Data update automatically schedules maintenance jobs to clean up temporary data for free text and sales invoice reports. Therefore, users don't have to manually schedule those jobs.

Subscription billing

• Performance issue creating billing detail lines for daily usage billing schedule line: This feature helps improve performance by replacing the line-based logic with set-based processing for Subscription billing consumption entry. In addition, this feature updates pricing control logic to help ensure consistency and prevent pricing discrepancies.
• Performance improvement for consumption quantity update: Termination adjustments are now calculated by using the exchange rate on the termination date. In addition, currency fluctuation differences are posted to the Profit and loss account, and a clear audit trail is maintained in the deferral schedule.

General ledger

• (Production ready preview) Account Reconciliation Agent: This feature enables the Account Reconciliation Agent for exceptions that are shown in the Account reconciliation workspace and provides recommended actions for exceptions.

Regulatory reporting

• EU sales list corrections in XML format for Poland: Report corrections to the EU sales list lines in XML for Poland - VAT-UEK. Learn more in EU sales list for Poland.
• SAF Accounting Books Income Tax - JPK_KR_PD: JPK_KR_PD (Jednolity Plik Kontrolny – Księgi Rachunkowe Podatnika) is a new reporting standard in Poland that is mandatory for businesses as of January 1, 2025. It requires that taxpayers submit detailed accounting books in a structured electronic format. Large taxpayers must report the new SAF Accounting Books Income Tax - JPK_KR_PD for the first time in March 2026, which is their deadline for filing their 2025 tax returns. Learn more in SAF Accounting Books Income Tax - JPK_KR_PD.

Feature enhancements included in this release

This section contains a table that lists the enhancements that are included in this release when available. We might update this article to include features that were added to the build after this article was originally published.

Cash and bank management

• Modern bank reconciliation: To help prevent the import of duplicate bank statements, this feature checks for a combination of AccountNo, StatementID, FromDate, and ToDate values. If a bank statement that is being imported matches an existing bank statement, it's considered a duplicate and isn't imported. Therefore, the feature ensures that each bank statement file is unique and helps prevent redundancy.
• Customer and vendor netting: The Netting history feature provides a comprehensive overview of all netted transactions between customer and vendor pairs. Therefore, it helps ensure transparency and ease of tracking.

Credit and collections

• CustCollectionsBIMeasurementV3: CustCollectionsBIMeasurementV3 is a new entity, and the CustCollectionsBIMeasurement entity is deprecated.
• Exclude intercompany sales orders from credit management: The Exclude from credit management for intercompany sales orders feature is moved to a parameter.

Accounts receivable

• Prepayment customer invoice feature: The Customer prepayment invoice feature represents a significant enhancement in Dynamics 365 finance and operations apps. The purpose of this feature is to give more control over customer prepayment processes and improve the transparency of those processes.

Regulatory reporting

• Performance improvement for Norwegian SAF-T report: Enables new version of Norwegian SAF-T report with the latest performance improvements. Learn more in Set up SAF-T for Norway.
• Annual VAT listing of domestic sales to support reporting for Multiple VAT registrations: This enhancement enables the Invoice Turnover Report, used annually to report turnover for Belgian VAT-obliged customers, to support scenarios where a legal entity has multiple tax registrations. Learn more in Annual VAT listing of domestic sales.

Features removed from Feature management

The following table lists the features that were removed from Feature management in version 10.0.44.

• Exclude intercompany sales orders from credit management: The Exclude from credit management for intercompany sales orders feature is moved to a parameter.

More information

Platform updates for finance and operations apps

Dynamics 365 Finance version 10.0.44 includes platform updates. To learn more, see Platform updates for version 10.0.44 of finance and operations apps.

Bug fixes

For information about the bug fixes that are included in this update, sign in to Microsoft Dynamics 365 Lifecycle Services, and view the KB article.

Regulatory updates

For information about regulatory updates for finance and operations apps, see Regulatory updates. Another way to learn about regulatory updates is to sign in to Lifecycle Services and view the planned regulatory updates using the issue search tool. Issue search lets you search by country/region, type of feature, and release.

Dynamics 365 and industry clouds: 2025 release wave 1 plan

Wondering about upcoming and recently released capabilities in any of our business apps or platform?
Check out Dynamics 365 and industry clouds: 2025 release wave 1 plan. We've captured all the details, end to end, top to bottom, that you can use for planning.

Last updated on 07/29/2025

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The rise of autonomous agents

It’s not hyperbolic to say that today’s enterprise resource planning (ERP) solutions have entered a new era: one where organizations are reimagining systems that are AI-operated but human led. This blended approach will take time to mature but with 81% of leaders expecting agents to be moderately or extensively integrated into their company’s AI strategy1, the time to act is now. In Microsoft Dynamics 365, these agents are redefining how finance, supply chain, and operations teams get their work done and how business operations run: intelligently, cost-effectively, and at scale. Building on the initial wave of agents announced, like the Financial Reconciliation Agent and Sales Order Agent, Microsoft is excited to announce that several new ERP agents are available and ready to start using today.

New agents for ERP entering production-ready public preview

Agents for ERP are designed to facilitate complex business processes, like source-to-pay and project-to-profit, to ultimately reduce manual effort, enhance your efficiency, and improve business performance. Some agents fully automate entire workflows, while others support specific steps, but all are built to augment how people work. Today, new ERP agents in Dynamics 365 are now available in public preview.

Account Reconciliation Agent

Reconciling ledger entries is a time-consuming, detailed task that countless professionals spend hours on. With the Account Reconciliation Agent, users can deliver timely, compliant financial statements with fewer manual fixes. The agent accelerates the period-end close by matching ledger entries, flagging discrepancies, and recommending resolution steps. With an agent managing the reconciliation process, users can reduce operational expenses and overall time spent manually reviewing and analyzing results.

Microsoft customer Lifetime Products deployed the Account Reconciliation Agent to automate the matching and clearing of transactions between subledgers and the general ledger and saw immediate process improvements.

“Using AI and autonomous agents are just the next level for us when it comes to realizing the full benefit of our Dynamics 365 environment.“
Ted Esplin, Lifetime Products, COO

Read more about Lifetime’s success here.

Supplier Communications Agent

If the past few years have shown us anything it’s that modern supply chains operate under relentless change—and staying ahead of supplier deliveries is critical to operational performance. The Supplier Communications Agent takes charge of supplier interactions, acting instantly on supplier emails, chasing missing order confirmations and delayed shipments. By closing the loop on every critical supplier touchpoint, the agent slashes rush charges, prevents costly disruptions, and protects your margins. Procurement specialists avoid last minute firefights and can focus on managing supplier relationships, driving resilience and efficiency across your entire source to pay process.

Expense Agent

Catching up with emails after a work trip is challenging enough; providing expense details adds another item on your to-do list. With the Expense Agent, users can streamline expense reporting with accuracy and policy compliance. The Expense Agent uses AI to extract key details from receipts—such as vendor, amount, date, and category—and intelligently suggests classifications aligned with company travel and expense policies. It helps ensure accurate, compliant submissions from the start, reducing manual errors, out-of-policy spending, and the need for rework. By improving data quality at the source, organizations can accelerate reimbursement, maintain policy compliance, and reduce the administrative burden on employees, managers, and finance teams alike. This allows more reliable cost tracking and enhances overall financial visibility into spend.

Time Entry Agent

Reduce time spent on entering details and tracking updates and spend more time using real-time insights into project performance. The Time Entry Agent helps to ensure timely, accurate capture of project hours by prompting employees to log time with smart reminders and context. This agent enhances billing accuracy, payroll, and visibility into project performance. Capturing time spent with an agent reduces the time spent on manual input and gives project planners better insight into resource utilization.

Activity Approvals Agent

Cut through the noise, reduce approval cycle times, and enforce cost controls with the Activity Approvals Agent. Streamline your work by only surfacing entries that need attention. This agent helps managers act faster, prevents unapproved costs, and speeds up downstream workflows. By automating the activity approvals process, project managers can improve project performance and increase visibility into time spent.

Transformative impact on business processes

ERP systems are often considered complex and dense with information, customizations, and requirements. This same complexity makes these processes ripe for automation and agents. By bringing in agents to automate steps across existing business processes and reduce any manual interventions required, agents help teams to achieve greater efficiency and freedom from processes while delivering optimal business outcomes. From finance and supply chain management to project operations and time tracking, these agents streamline workflows, reduce manual effort, and enhance accuracy. With 82% of leaders confident that they’ll use digital labor to expand capacity in the next 12-18 months2, the breadth of what is possible with agents for ERP is vast. Get started using agents for ERP processes in Dynamics 365 today to achieve greater efficiency, cost savings, and improved visibility into your operations.

Review documentation of agents and join the public preview today!

• Time, Expense and Approvals Agent
• Account Reconciliation Agent
• Supplier Communications Agent

Curious about licensing? Learn more about Microsoft Copilot Studio billing rates.

Sources:
1,2 2025: The Year the Frontier Firm Is Born

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