Microsoft D365 Feature update

With the first wave release of 2025, updates are focused on bank payments and reconciliations, fixed assets, and the new journal framework.

Bank Payments and Reconciliations
The Preview of Matching Results allows users to manage exceptions during an automatic bank reconciliation matching process. The matching simulations and reviews before posting will help the Finance team be more efficient.

The Cancel customer payment journals from the bank reconciliation worksheet feature allows users to reverse posted customer payments directly. This feature minimizes errors and streamlines the process, saving time and effort for financial teams.

Generate one journal for multiple vendor payment lines. Bank reconciliation is crucial for the business and can be time-consuming, managing errors and missing data, and is there for labor-intensive. The functionality will allow users to determine the posting for the journal:
– A single payment journal per reconciliation worksheet
– A single payment journal per bank reconciliation rule
– A single payment journal for the selected line

Fixed Assets
The enhanced Fixed asset split functionality key improvements include the ability to identify the source (from) asset and destination (to) asset and exchange rate options, from historical to reporting rates, across legal entities. The preview fields display asset values before and after the split and the users can split assets by amount or percentage.

The Fixed asset inter-company transfer allows users to transfer assets between legal entities by selecting the source asset and its book, previewing key financial details such as acquisition cost, accumulated depreciation, and net book value (NBV). With disposal to the creation of a new asset in the receiving entity, the data will be copied, and the correct posting will be managed.

New Journal Framework
This release wave will introduce A New Journal Framework, which aims to improve performance during imports, validation, and postings of large journals. Implement a truly global multi-company journal, one single journal with multiple entries in several companies. The first released part is the General Journal with support of ledger adjustments, later releases will give support for other account types.

The existing financial journals will not change.

Copilot for Finance
A new Workspace for Accounts Payables will help the user focus on important tasks with the assistance of Copilot. The new capabilities will give summary insights into daily tasks.

Fixed Asset book summaries with Copilot will give the user a quick overview of the important information related to an asset book without drilling through all reports.

Rename Item Number
Although the rename item number functionality is still in preview, we want to highlight it . This functionality is easy to use and gives you the ability to rename items even if they already have transactional recordings. This new function gives you the flexibility to create a new item number with some kind of test name and rename it to match your hierarchy once you are sure of the internal approvals. Who haven’t been waiting for that? If you rename the item number, this will change all records that are not plain text and store them in serialized or encoded formats. Please be aware, the product numbers will not sync with the item number.

New functionality in D365 Supply Chain Management leans into integrating intelligence, automation, and analytics into every business process. For operational users, new functions give you the tools you need to manage on-the-go.

Production control – improved production floor execution
In version 10.0.43 it is now possible to register material consumption as complete. You can edit dimensions on the production floor execution interface and adjust material consumption, batch, serial numbers, and license plates for both non-WMS and WMS-enabled items. The new feature also enables workers to mark the consumption of a specific material as completed.

This new feature makes it easier for you to improve your accuracy, streamlines your process and saves you time on the production line.

Production control – Improved validation of expiration of raw material
It is now possible to add a new option for validating batch expiration dates when reserving a batch of raw material to be used during production to make sure that raw material has not expired upon delivery date. This ensures that materials are used within the valid period, enhancing quality and safety of production process.

Copilot as a sidecar, embedded in D365 Finance & Operations or outside
The fastest way to start using Copilot in D365 F&O is as a sidecar. The small icon in the menu can be opened into a chatbot and it can serve as a conversational support for users, answering functional questions instead of relying on a manual.

The other way to use Copilot is as and embedded feature created to help with operational questions for example, in the AI capabilities that are built into the page can help users understand and react to changes in confirmed purchase orders.

The third way is outside of D365 F&O. An external agent, set up in Copilot studio, can help orchestrate information across different apps for streamlining recurring tasks or questions for maximum efficiency.

Features are enabled in your environment in three ways:

1. Users, automatically:
This new feature makes it easier for you to improve your accuracy, streamlines your process and saves you time on the production line.

2. Admins, makers, or analysts, automatically:
Features for admins, makers, or analysts are enabled automatically.

3. Users by admins, makers, or analysts:
These features require admin configuration. Careful planning and testing are essential for non-automatic features. Key considerations include thorough testing, impact assessment, and compatibility

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