In a rapidly evolving business landscape, staying ahead of the curve is essential. That is precisely why Microsoft 2025 Release Wave 1 for Dynamics 365 Finance brings cutting-edge features that transform financial operations, boosting productivity and accelerating decision-making. AI-powered copilot capabilities provide invaluable insights, reducing manual work and enabling faster, more accurate financial tasks.
Additionally, real-time account reconciliation and modern bank automation streamline processes, while the new journal framework enhances control and scalability. Global businesses benefit from expanded localizations and tax automation, ensuring compliance with ever-changing regulations, and driving performance optimisation through business planning and analytics.
Here’s a closer look at the key updates in this release.
Experience immersive homepage and Copilot for AP clerks
Microsoft 2025 Release Wave 1 for Dynamics 365 Finance delivers game-changing improvements for Accounts Payable (AP) teams. With immersive homepages and AI-powered Copilot functionality, AP clerks can focus on high-priority tasks, reducing time spent on routine activities. By offering customisable, data-driven workspaces, users can seamlessly pivot across legal entities, enhancing efficiency and accuracy in daily operations.
The AI-guided worklist ensures that AP clerks handle invoices swiftly, with exception management and approval workflows clearly defined. This streamlined experience empowers teams to shift towards more strategic, value-added work, unlocking significant business value.
Optimise Fixed Asset Management with Copilot
Dynamics 365 Finance 2025 Release Wave 1 introduces Copilot for fixed asset books, enhancing asset management with real-time, AI-driven summaries. Copilot pulls data from posted transactions, delivering a quick overview of crucial details like acquisition cost, depreciation, and net book value, all integrated into daily workflows. This eliminates the need for manual report digging, enabling faster, more informed decision-making.
With future-focused insights, including reminders for remaining depreciation periods and potential disposals, Copilot ensures that asset management is both efficient and strategic. These enhancements empower businesses to optimise asset lifecycles and improve financial forecasting.
Transform Document Management with Natural Language Search
In Microsoft 2025 Release Wave 1, Dynamics 365 Finance gets the Document Explorer workspace, offering a game-changing approach to document tracking. By enabling natural language document search, users can effortlessly find key documents such as sales orders, invoices, and packing slips across legal entities without the need to switch contexts. This streamlined process saves valuable time and enhances operational efficiency.
Moreover, the ability to view end-to-end document relationships ensures businesses have a comprehensive, seamless workflow. With cross-entity document search, organisations can manage documents more effectively, improving decision-making and reducing administrative overhead.
Optimise Planning with Outlier Detection
Outlier detection in Dynamics 365 transforms the planning process, enabling businesses to make faster, data-driven decisions. By automating the identification of outliers, organisations can visualise anomalies and exclude them from planning scenarios, ensuring more accurate forecasting and scenario modelling.
With enhanced business performance capabilities, including Power Automate, this feature reduces manual intervention, streamlining the planning cycle. As a result, organisations gain greater agility, accelerating their ability to respond to market changes and optimise investments. This approach empowers businesses to move faster, gain valuable insights earlier, and maintain a competitive edge.
Accelerate Planning with Quick-Start Templates
With Dynamics 365 Finance, businesses can now accelerate their planning process using quick-start templates, eliminating the need for lengthy configuration. These templates instantly provide a detailed view of profit and loss, leveraging existing data such as the chart of accounts and posted data properties, enabling users to dive straight into planning.
Moreover, the ability to import and export business performance data models between environments enhances flexibility and ease of use. This feature allows organisations to cut down setup time, trial planning solutions swiftly, and gain actionable insights in minutes.
Enhance Efficiency with Generative Help and Guidance
Dynamics 365 empowers users by integrating Copilot for real-time, conversational assistance within the Business Performance Analytics application. Whether new or experienced, users can simply ask Copilot questions and receive immediate, relevant responses from Microsoft Learn documentation, without having to leave the application.
This feature significantly saves time, streamlining the user experience and reducing reliance on IT support. By automating answers to common queries, businesses can boost productivity, enabling users to focus on more strategic tasks while minimising support workload.
Simplify Planning with Copilot-Driven Dimension and Cube Creation
Implementing planning software can be time-consuming, but with Copilot in Business Performance Planning, organisations can reduce setup time by leveraging existing Excel spreadsheets. This feature provides a guided experience, where users can point to their spreadsheets, and Copilot will recommend dimensions, values, cubes, and relevant formulas.
By streamlining the process, Copilot enables a quicker, more efficient implementation, allowing businesses to move from planning to execution faster. This ensures that teams can focus on strategic tasks rather than spending days evaluating previous tools and models.
Streamline Dynamics 365 Finance and Operations Integration
The integration of Business Performance Planning with Dynamics 365 Finance and Operations offers businesses a powerful way to enhance efficiency and accuracy. By reducing manual data entry and providing real-time, up-to-date financial information, companies can save time and focus on high-value analysis and decision-making. The unified platform ensures a smooth, user-friendly experience, improving usability while providing strategic insights.
Leveraging AI and seamless data import methods, this integration tackles key challenges like data inconsistencies and performance issues. With the ability to directly access analytical tables and transform data before importing into Dataverse, businesses can boost agility, make timely decisions, and gain a competitive edge.
Unlock the Full Potential of Your Financial Data
Maximise your financial planning and forecasting capabilities with Microsoft 2025 Release Wave 1 for Dynamics 365 Finance. At Dogma, we’ll guide you through a seamless integration, empowering your team with real-time insights and enhanced operational efficiency. Let’s drive smarter financial decisions and business growth today!
