Service update availability

This article provides an overview of service update availability and the different release options for Dynamics 365 Finance and Operations. It explains how updates are rolled out through various targeted release schedules and how customers can participate in previews.

Key Points

• Service Update Availability:
  Microsoft regularly releases service updates and platform updates for Dynamics 365 Finance and Operations. These updates include new features, bug fixes, and performance improvements.

• Release Types:

  • Platform Updates: Focus on the underlying technology platform improvements.
  • Application Updates: Feature enhancements and fixes for the business applications.
  • Service Updates: Smaller, targeted patches that address specific issues in production environments.

• Release Cadence:

  • Platform updates and application updates typically follow a predictable schedule.
  • Service updates are released as needed and may happen more frequently to address urgent issues.

• Targeted Release Options:
  Customers can opt into different release tracks to receive updates earlier:

  • Public Preview: Early access to upcoming features and updates before general availability.
  • First Release: A controlled release group that receives updates ahead of general deployment.

• Preview Environments:
  Microsoft provides preview environments for customers to test new updates with their data and configurations without impacting production.

• Update Management:
  Customers can manage update settings and monitor update schedules through the LCS (Lifecycle Services) portal.

How to Participate in Previews and Updates

1. Access the Lifecycle Services (LCS) portal.
2. Select the environment or project you want to manage.
3. Choose the desired update option (Public Preview, First Release, or General Availability).
4. Schedule the update or install previews in sandbox/test environments.
5. Test updates thoroughly before deploying to production.

Summary Table of Release Channels

For more detailed instructions and the latest schedule updates, visit the official Microsoft documentation.

Original article:
Service update availability - Finance & Operations | Dynamics 365

What's new or changed in Dynamics 365 Finance 10.0.43 (March 2025)

This article outlines key updates and changes in the Microsoft Dynamics 365 Finance version 10.0.43 preview release.

Key Feature Updates and Changes

1. General Enhancements

• Improved user interface responsiveness and accessibility.
• Updated workflows provide better automation controls.
• Enhanced integration capabilities with Power Platform and other Microsoft services.

2. Financial Management

• New ledgers and reporting features to support regulatory compliance.
• Extended support for multi-currency and multi-entity transactions.
• Improved handling of tax calculations and reporting accuracy.

3. Accounts Payable and Receivable

• Automation improvements in invoice processing and payment reconciliation.
• Enhanced vendor and customer ledger management.
• Better exception handling in payment workflows.

4. Budgeting and Forecasting

• More flexible budget control and revised approval workflows.
• Enhanced forecast modeling with improved data analytics integration.
• Support for scenario planning directly within the budgeting interface.

5. Fixed Assets

• New depreciation calculation methods introduced.
• Extended asset lifecycle tracking and reporting features.
• Improved asset revaluation and disposal processes.

6. Project Management and Accounting

• Enhanced project budgeting and cost tracking.
• Improved integration with procurement and time reporting modules.
• New alerts and notifications for project milestones and budget thresholds.

7. Regulatory Compliance

• Updates to support newly released tax codes and reporting standards.
• Improved audit trails and compliance reporting features.
• Support for local statutory reports in additional countries.

Who is impacted?

• Finance teams managing regulatory compliance and reporting.
• Accounts payable/receivable staff focusing on automating invoice and payment processing.
• Budget planners and project managers needing more granular forecasting and tracking.
• Compliance officers requiring updated audit and reporting capabilities.

How to Enable / Get Started

• Review updated documentation for version 10.0.43 on the Microsoft Learn site.
• Plan and test upgrade in sandbox or test environments prior to production deployment.
• Leverage Finance Insights and Power Platform connectors for enhanced functionality.
• Train finance and accounting staff on new features through provided learning paths.

This version provides a blend of compliance, automation, and user experience improvements designed to accelerate finance operations and maintain regulatory standards.

Original article: What's new or changed in Dynamics 365 Finance 10.0.43 (March 2025)

Advanced filtering and query syntax

This article explains how to use advanced filtering and query options in Dynamics 365 Finance & Operations, focusing on the Advanced filter/sort dialog and the use of the matched operator in filter panes or grid column header filters.

Overview

Advanced filtering allows you to specify complex search criteria for records to quickly find relevant data. The Advanced filter/sort dialog supports a robust query syntax enabling multiple conditions combined with logical operators.

Key Concepts

• Advanced filter/sort dialog allows building queries using fields, operators, and values.
• Use logical operators (AND, OR, NOT) to combine multiple conditions.
• The matched operator lets you filter records based on related entities or linked data.
• Filters can be applied from both the filter pane and grid column headers.

Query Syntax and Operators

Using the Matched Operator

• The MATCHED operator helps filter data based on a relationship between tables.
• It works by specifying the related table (and optionally related fields) to include only those records that have matching linked records in another table.
• For example, filtering customers who have sales orders.

Example Usage

• Filter customers with sales orders:
  MATCHED SalesOrder
• Filter sales orders with order lines over a certain quantity:
  MATCHED SalesLine where SalesLine.Qty > 10

How to Use Advanced Filters

1. Open the Advanced filter/sort dialog on a list page.
2. Add filter conditions by selecting field, operator, and value.
3. Combine conditions using logical operators (AND, OR).
4. Use MATCHED to filter based on linked tables.
5. Apply the filter to see filtered results.

Summary

Advanced filtering in Dynamics 365 Finance & Operations provides powerful query capabilities for users to filter records with complex conditions using an intuitive interface. The MATCHED operator adds the ability to filter parent records by related entities, enhancing data analysis and navigation.

For detailed syntax and examples, users can consult the Advanced filter dialog and query specifications.

Original article:
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/advanced-filtering-query-options

Overview of Copilot capabilities in finance and operations apps

This article provides an overview of AI-powered Copilot features integrated within Dynamics 365 Finance and Operations applications. It covers Copilot’s capabilities, how users can interact with it, and guidelines for responsible AI usage.

Summary

• Copilot in Finance and Operations helps users by generating insights, automating tasks, and enhancing data-driven decision-making through AI.
• It leverages natural language processing (NLP) to understand user queries and provide contextual, actionable responses directly within Finance and Operations apps.
• Users can invoke Copilot to:
  • Generate financial analyses and reports.
  • Automate routine operational tasks.
  • Validate data and suggest corrections.
  • Get explanations on complex business processes and data sets.
• Copilot enhances productivity by reducing manual effort and lowering the need for expert technical knowledge to extract insights.
• It integrates seamlessly as part of the user interface, accessible via chat or command prompts relevant to the task at hand.
• The capability is designed to respect data security and privacy policies.

Using Copilot in Finance and Operations apps

1. Accessing Copilot: Use the embedded AI assistant option visible in relevant Finance and Operations application pages.
2. Interacting: Type or speak natural language queries or commands related to finance, accounting, supply chain, or other modules.
3. Review responses: Copilot provides suggestions, explanations, or generates content which users can accept, reject, or modify.
4. Verification: Users should validate critical outputs from Copilot prior to final actions, ensuring compliance and accuracy.
5. Feedback: Users can provide feedback on Copilot's responses to improve AI quality and relevancy.

Responsible AI Guidelines

• Ensure data privacy, compliance, and regulatory requirements are maintained when using AI-generated insights.
• Treat Copilot as an assistant, not an absolute authority; always perform independent validations for key business decisions.
• Avoid sharing sensitive or confidential information unnecessarily during AI interactions.
• Incorporate human oversight particularly when AI recommendations impact financial reporting or regulatory submissions.
• Continuously monitor AI performance and update governance policies as needed.

For more detailed instructions and latest updates, visit the original Microsoft documentation:

Overview of Copilot capabilities in finance and operations apps | Microsoft Docs

Microsoft Dynamics 365 Copilot for Project - Overview

This article describes the features and capabilities of Microsoft Dynamics 365 Copilot specifically designed for project management within Dynamics 365 Project Operations.

Summary

Microsoft Dynamics 365 Copilot integrates AI-powered assistance to enhance project management tasks. It facilitates project planning, resource assignments, task prioritization, and status tracking by leveraging natural language inputs and intelligent automation. Copilot helps project managers and team members work more efficiently by providing contextual insights, generating recommendations, and automating routine actions within the Dynamics 365 Project Operations environment.

Key Features

• Natural Language Interaction: Use conversational prompts to create and update projects, assign resources, and adjust schedules.
• Project Planning Assistance: Automates initial project plan creation based on inputs like goals, timelines, and resource availability.
• Intelligent Resource Allocation: Suggests optimal resource assignments aligned to skills, availability, and project needs.
• Task Prioritization and Scheduling: Provides recommendations for prioritizing tasks and adjusting plans to meet deadlines and optimize workload.
• Project Status Insights: Delivers real-time information on project progress, risks, and milestones through AI-generated summaries.
• Integration with Project Operations: Seamlessly works within the Dynamics 365 interface, enabling contextual assistance without disrupting workflows.

Benefits and Impact

• Improved Efficiency: Reduces manual effort in project setup and management.
• Enhanced Decision-Making: Offers data-driven recommendations to optimize resource use and task prioritization.
• Better Project Outcomes: Helps teams meet deadlines and budget requirements through proactive insights.
• User-Friendly Interaction: Lowers the barrier to advanced project management by simplifying input via natural language.

How to Enable and Use Copilot for Project

1. Licensing: Ensure your Dynamics 365 Project Operations environment includes the necessary licensing for AI Copilot features.
2. Setup: Follow Microsoft guidelines to set up AI capabilities within your environment (may require configuration in Power Platform or Azure AI services).
3. Access: Project managers and team members access Copilot features through the Project Operations interface.
4. Interaction: Initiate tasks or queries using natural language prompts directly in the project workspace.
5. Review & Adjust: Use AI-generated suggestions to create, modify, and optimize project plans and assignments.
6. Monitor Insights: Leverage ongoing Copilot reports and insights to track project health and adapt as needed.

For detailed implementation guidance and the latest updates, refer to the official article:

Microsoft Dynamics 365 Copilot for Project - Official Documentation