New features in Microsoft Dynamics D365 Sept 2024

Below are the new features or Changed features that has been added into Microsoft Dynamics D365 version 10.0.41,September 2024 release.

• Preview of release is available from July 2024
• General availability of release (self-update) is available from September 2024
• General availability of release (Auto-update) is available from October 2024

• 1. Financial tag for Purchase Order Invoicing: This feature takes advantage of financial tags to help track processes and ensure analysis of financial data across procurement-to-pay transactions.
• 2. Prepayment customer invoice feature This feature creates and manages invoices for customer payments. Customers can issue prepayment invoices to require a deposit before a sales order is fulfilled
• 3. Free text invoice (FTI) performance boost The increasing volume of data was causing the free text invoice page in Dynamics 365 to be loaded slowly. Two key changes were made: 1. All FTI invoices menu item shows only invoices that have a status of Not Posted. 2. A new optimized invoice loading page menu item provides a streamlined interface and faster data loading capabilities.
• 4. Modern bank reconciliation This feature improves the usability and performance of advanced bank reconciliation and provides feature enhancements. Several new capabilities are available on the bank reconciliation worksheet. For example, there are capabilities to clear reversal company transactions, generate vouchers and payment journals, and settle open customer invoices. Bank reconciliation matching rules are enhanced to automatically run these capabilities through user-defined criteria. This feature is generally available for production environments in Dynamics 365 Finance version 10.0.41
• 5. Automatic clear bridged transactions through advanced bank reconciliation This feature automatically clears bridged payment transactions through bank reconciliation. The transactions don't have to be manually cleared in the general ledger. Users can set up a bridging account for each bank account. This feature is generally available for production environments in Dynamics 365 Finance version 10.0.41
• 6. Skip reversal flag validation when matching reversal bank statement lines A mandatory validation determines whether one of the bank statement lines has the reversal field set to Yes to match the corresponding original statement line. This new feature skips the validation for manual matching and provides a configurable parameter for matching rule setup. This feature is generally available for production environments in Dynamics 365 Finance version 10.0.41
• 7. Enable batch mode for bank statement and bank statement line posting in advanced bank reconciliation This feature enables batch processing option for bank statement posting and bank statement line posting in bank reconciliation worksheet. To post bank statement lines in bank reconciliation worksheet, the Enable posting of new transactions in bank reconciliation feature has to be enabled.
• 8. Customer balance statistics deletion job Users can efficiently manage long-term data stored in the Customer balance statistics table. This enhancement includes a Delete outdated balance statistics records periodic task designed to remove unnecessary records from the table, alleviating potential performance impacts associated with data overload.
• 9. Customer data maintenance A new data maintenance page is available that streamlines data consistency. This page allows customers to view and manually retry failed updates, and resolve issues without relying on support tickets.
• 10. Consider split transaction in derived books posting (Public preview) This feature automates the process of posting split transactions from the main book to specified derived books, based on the configuration that is set up on the Asset book page. That configuration defines how transactions are posted based on transaction type. After the feature is enabled, split transactions are automatically posted according to the predefined settings. Therefore, manual intervention isn't required.
• 11. Allow depreciation when placed in service and disposal are in the same fiscal year (Public preview)
• 12. Lease import framework update This feature involves enhancements to Asset leasing's lease import framework and affects two tables: AssetLeaseLeaseImportHeader and AssetLeaseLeaseDetailsImport. Additional functionality allows for easier deletion in the lease import records
• 13. Validation feature for year-end close process This feature validates the year-end closing to detect issues. If any issues are found, the feature suggests a resolution. This feature ensures accurate ledger balances in both accounting and reporting currencies, and recommends best practices for managing large dimension sets.

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