20 Game-Changing Features Now in Dynamics 365 Finance and Supply Chain Management
You see fast changes in Dynamics 365 Finance and Supply Chain Management. A 2025 report by Gitnux says 70% of companies want to use digital supply chains to be more flexible. You now have 20 new powerful features that help you fix real business problems and work better:
AI Insights
Copilot Integration
Approved Customer List
Electronic Signature
1099 Tax Processing
Centralized View
Advanced Quality Management
Dispense Management
Real-Time Inventory
Supplier Communications Agent
Financial Period Close
Power BI Analytics
Regulatory Compliance
Procurement Automation
Expense Mobile App
Cash & Bank Management
Collections Enhancements
Intercompany Automation
Quality Management
Teams Integration
These new powerful features help you link systems, save money, and do jobs automatically. You can get real results, like easier data entry, faster shipping, and better control of your work.
Key Takeaways
AI Insights help you make better money choices. It predicts cash flow and finds problems early.
Copilot Integration makes pricing and approval steps easier. It saves time and helps stop mistakes in your work.
The Approved Customer List feature keeps things safe. It lets you check customers before taking orders. This lowers the chance of fraud.
Electronic Signature makes signing documents easy. It helps you follow rules and work faster. You do not need paper.
Real-Time Inventory tracking gives quick updates on stock. It helps you fill orders fast and stops you from running out.
1. New Powerful Features: AI Insights
AI Insights gives you smart tools for your money and supply chain. These new Features help you find patterns and spot problems early. You can use them to make better choices. Many companies use AI Insights now. They get faster results and do their work better.
Predictive Cash Flow
Predictive Cash Flow lets you see how much money you might have soon. It checks your old payments and sales. It shows when you may run out of money or have extra. You do not need to guess anymore. You get clear numbers and easy charts to help you plan.
Tip: Predictive Cash Flow helps you change your budget before trouble starts.
Here is how companies use AI Insights:
You can see how these new Features help you save time and make smarter choices.
Anomaly Detection
Anomaly Detection finds mistakes or odd things in your data. You do not have to check every record yourself. The system tells you if something looks wrong, like a big payment or a missing bill. You can fix problems before they get worse.
You get alerts faster.
You stop expensive mistakes.
You keep your records safe.
With AI Insights, you can spot risks early and keep your business running well.
2. Copilot Integration
Copilot Integration adds smart tools to your daily work. It helps you make choices faster and feel sure about them. Many companies use Copilot now. They get better results and make fewer mistakes.
Pricing Automation
Copilot helps you set prices fast and right. It looks at market trends, old sales, and what you have in stock. You do not have to guess or spend a lot of time checking. Copilot gives you the best price ideas for your products. This helps you beat your rivals and keep your profits strong.
You spend less time changing prices by hand.
You do not make price mistakes that lose money.
You can change prices fast when the market changes.
Tip: Try Copilot to test new price ideas. You can see which ones help your business most.
Approval Workflows
Copilot makes approval steps much easier. You can set rules for who must approve orders, payments, or changes. The system sends alerts to the right people and tracks each step. You do not waste time waiting or looking for lost papers.
You move approvals along faster.
You lower the chance of missing steps or losing papers.
You always have a record of each choice.
Many companies got much better after using Copilot. For example:
A factory had lots of inventory problems and slow deliveries before Copilot.
After Copilot, they used automation for demand and restocking.
18% faster order shipping
27% fewer late deliveries from suppliers
You can see how these new Features help you work smarter and reach your goals faster.
3. Approved Customer List
The Approved Customer List gives you more control over who can buy from your business. You can use this tool to make sure you only work with trusted customers. This new powerful Features helps you avoid risky deals and keeps your orders safe.
Customer Validation
You can check every customer before you let them place an order. The system lets you set rules for approval. For example, you can require a credit check or a review of past orders. If a customer does not meet your rules, the system blocks their order.
Benefits of Customer Validation:
You stop orders from customers with bad payment history.
You lower the risk of unpaid invoices.
You keep your business safe from fraud.
Note: You can update your rules anytime. This means you always have control over who can buy from you.
Here is a simple table to show how customer validation works:
Order Control
Order Control lets you manage what approved customers can do. You can set limits on order size or number of orders. If a customer tries to go over the limit, the system warns you.
Order Control Features:
Set maximum order amounts for each customer.
Limit the number of orders per month.
Get alerts if a customer tries to break the rules.
You can use these controls to protect your inventory and cash flow. You do not have to worry about large risky orders or sudden changes in demand.
Tip: Use Order Control to spot unusual buying patterns. This helps you react fast and keep your business running smoothly.
4. Electronic Signature
Electronic Signature in Dynamics 365 Finance and Supply Chain Management lets you sign documents safely. You can approve changes without using paper. This tool helps you follow rules and keeps your business data safe. Many companies use electronic signatures now. They finish work faster and lower their risks. This new Feature helps you stay ahead of others.
Compliance Updates
You must follow rules when you keep business records. Electronic Signature helps you meet these rules. It keeps your records safe and tracks every step. Here are some important compliance standards that Electronic Signature supports:
You can trust your digital records during audits. You also save time because you do not need to print or store paper files.
Note: Auditors can check each signature and see who approved every step.
Security Enhancements
You want to keep your business safe from fraud and mistakes. Electronic Signature uses strong security tools to protect your data. Here are some main security features:
The system asks for a password for every signature. Only approved users can sign or approve changes.
You need a Microsoft Key Vault certificate to set up electronic signatures. This keeps your keys safe.
The system logs every change in a database. Users with the right access can check the full history.
These tools help you control who can make changes. You can always check the log to see what happened and when. This helps you feel safe and spot problems early.
5. 1099 Tax Processing
Managing 1099 tax forms can take a lot of time. You need to track payments, check vendor details, and file forms on time. Dynamics 365 Finance and Supply Chain Management now gives you new powerful Features to make this process much easier.
Automated Filing
You can use automated filing to save hours during tax season. The system checks your vendor payments and matches them to the right 1099 form. You do not need to sort through spreadsheets or paper files. The software fills out the forms for you and gets them ready to send.
Key benefits of automated filing:
The system finds vendors who need 1099 forms.
It fills in payment amounts and tax details.
You can review forms before sending.
The software helps you file forms with the IRS.
Tip: Automated filing lowers the risk of mistakes. You can trust the system to catch missing or wrong information.
Reporting Tools
You get strong reporting tools to help you track your 1099 process. These tools show you which vendors need forms, which forms are ready, and which ones you have already sent. You can see all your data in one place.
Here is how reporting tools help you:
You can export reports for your records or share them with your team. This makes it easy to stay organized and ready for tax deadlines.
Note: With these tools, you always know where you stand with your 1099 forms.
6. Centralized View
A centralized view in Dynamics 365 Finance and Supply Chain Management lets you see all your business data together. You do not have to log out or search for files to see different companies. This new powerful Features helps you work faster and make smarter choices.
Entity Switching
You can move between companies with just a few clicks. You do not need to open lots of windows or remember many passwords. This saves you time every day.
You see all your companies on one dashboard.
You can switch without losing your work.
Your data stays safe and neat.
Tip: Use entity switching to check sales, inventory, or payments for each company. You can find problems or trends fast.
Here is a table that shows how a centralized view helps your business:
Streamlined Accounting
You can do all your accounting work from one place. You do not need to copy data or send emails to other teams. This makes your job easier and helps you avoid mistakes.
You get up-to-date information for every company.
You make quick choices with clear money data.
Your team works together and solves problems fast.
Note: Streamlined accounting helps you serve customers better and keeps your business running well.
You also get these benefits:
You make better choices with instant data.
Customer service gets better because your work goes smoothly.
Your whole business works faster and better.
Centralized view gives you new ways to save time and help your business grow.
7. Advanced Quality Management
Advanced Quality Management in Dynamics 365 Finance and Supply Chain Management helps you keep your products safe and your business strong. You get tools that let you watch every step in your supply chain. These new powerful Features make it easier to spot problems and fix them before they grow.
Product Oversight
You need to know what happens to your products from start to finish. Product oversight gives you a clear view of each item. You can track quality checks, see test results, and follow products as they move through your warehouse or factory.
You set up checkpoints for each stage of production.
You record test results and see them in real time.
You get alerts if something does not meet your standards.
Tip: Use product oversight to find weak spots in your process. You can fix issues early and avoid costly recalls.
Here is a table that shows how product oversight helps you:
Control Features
Control features let you set rules for quality. You decide what counts as a good product. The system checks every item and flags anything that does not match your rules.
You create lists of tests for each product type.
You set limits for what passes or fails.
You get reports that show trends and common problems.
Note: Control features help you keep your standards high. You can share reports with your team and make better choices.
You also use control features to train your staff. When everyone knows the rules, you get fewer mistakes and better products.
You save money by catching problems early.
You build trust with your customers.
You keep your business safe from recalls and complaints.
8. Dispense Management
Dispense Management gives you better control over how you handle inventory. You can track every item as it moves through your warehouse or production line. These new powerful Features help you reduce waste and keep your stock levels right.
Inventory Dispensing
You need to know where your inventory goes. Inventory dispensing lets you manage how much of each item you use or send out. You can set rules for who can take items and how much they can take at one time.
Key benefits of inventory dispensing:
You stop people from taking too much stock.
You keep your records up to date.
You lower the risk of running out of important items.
Tip: Set up alerts to warn you when stock gets low. This helps you order more before you run out.
Here is a simple table to show how inventory dispensing works:
Tracking Tools
Tracking tools help you see where every item goes. You can scan barcodes or use RFID tags to follow items in real time. This makes it easy to find lost stock or check if you sent the right items to the right place.
With tracking tools, you can:
Scan items quickly with a mobile device.
See a full history of each item.
Spot mistakes before they cause problems.
Note: Tracking tools help you meet safety rules and keep your customers happy.
You can use these tools to make your work faster and more accurate. You save money by catching errors early and keeping your inventory safe.
9. Real-Time Inventory
Watching your inventory in real time helps you avoid errors. You always know what you have and where it is. You can also see how much you need. Real-time inventory in Dynamics 365 Finance and Supply Chain Management gives you tools to stay ahead.
Stock Tracking
You can follow every item as it moves in your business. The system updates your stock numbers right away. You do not need to wait for reports or guess what is in your warehouse. This helps you fill orders faster and keep customers happy.
You get the latest numbers for each product.
You notice low stock before it is a problem.
You stop selling too much by using soft reservations. The system marks items for certain orders, so you do not sell more than you have.
Tip: Use real-time stock tracking to plan what to buy next. You will always have your best-selling items in stock.
Here is a table that shows how these features help you:
Cross-Company View
You can see inventory for all your companies in one spot. This cross-company view saves time and helps you make better choices. You do not need to log in and out of different systems.
You check stock in all places with one dashboard.
You move products between companies when you need to.
You see trends and fix problems before they get big.
The new powerful Features in real-time inventory help you run your business with confidence. You get clear data, fast updates, and better control over your supply chain.
10. Supplier Communications Agent
The Supplier Communications Agent changes how you talk to vendors. You get tools that help you save time and make fewer mistakes. This new powerful Features lets you work with more suppliers without extra effort.
Automated Follow-Up
You do not have to send emails or reminders yourself. The system sends follow-ups to your suppliers for you. You get answers faster and spend less time on small tasks.
The agent reminds suppliers to confirm orders.
It tracks which vendors have replied and which have not.
You see updates right away, so you always know what is happening.
Tip: Automated follow-up helps you avoid missing orders and keeps your supply chain moving.
Here is what you get with automated follow-up:
You save hours each week because you do not write or track emails yourself.
You see fewer mistakes since the system sends messages the same way every time.
You can handle more vendors without needing more workers.
Vendor Collaboration
Vendor collaboration is easier with clear and fast communication. The Supplier Communications Agent helps you work with many vendors at once. You do not have to worry about lost messages or slow replies.
The system keeps all messages in one place.
You get alerts if a vendor misses a deadline.
You can check the full history of each order.
You build better relationships with your suppliers. Your team works faster, and your business stays ahead.
11. Financial Period Close
Closing your books at the end of each period can feel stressful. You want to finish fast and avoid mistakes. Dynamics 365 Finance and Supply Chain Management gives you new powerful Features to help you close periods with less effort and more accuracy.
Task Automation
You can use automation to handle many closing tasks. The system checks your data, posts entries, and sends reminders. You do not need to chase team members or worry about missing steps. Automation helps you finish faster and with fewer errors.
The system posts journal entries for you.
It checks for missing or wrong data.
You get reminders for tasks that need attention.
Many companies have seen big improvements:
The Adecco Group shortened its financial closing time by two days after using automation.
A global manufacturing company cut its closing time by 40% with AI and automation.
Tip: When you use automation, you spend less time on manual work and more time on review.
Progress Dashboard
You can track every step of your period close with a clear dashboard. The dashboard shows you which tasks are done and which still need work. You see who is responsible for each step. This helps you spot delays and fix problems right away.
You can use the dashboard to keep your team on track. You finish your close faster and with more confidence.
12. Power BI Analytics
Power BI Analytics gives you a clear view of your business data. You can use these tools to make better decisions every day. With the new powerful Features in Dynamics 365 Finance and Supply Chain Management, you can see trends, spot problems, and share insights with your team.
Custom Dashboards
You can build custom dashboards that show the information you care about most. These dashboards help you track sales, expenses, or inventory in real time. You do not need to wait for reports from other teams. You can set up charts, graphs, and tables that update automatically.
Benefits of custom dashboards:
See all your key numbers in one place.
Track progress toward your goals.
Share dashboards with your team for better teamwork.
Tip: Use custom dashboards to watch your top products or busiest sales periods. This helps you react quickly when things change.
Here is a simple table showing what you can add to your dashboard:
Drill-Down Reports
Drill-down reports let you start with a big picture and then look at the details. You can click on a number or chart to see what makes up that total. This helps you find answers fast.
How drill-down reports help you:
Find the cause of a problem without searching through files.
Check details for any sale, expense, or order.
Save time by getting answers in just a few clicks.
Note: Drill-down reports help you spot mistakes or odd numbers right away. You can fix issues before they grow.
You can use Power BI Analytics to turn your data into action. You get clear answers and can make smart choices for your business.
13. Regulatory Compliance
It is easier to keep your business safe and follow rules with the new powerful Features in Dynamics 365 Finance and Supply Chain Management. These tools help you meet laws and keep your data safe. They work for many types of businesses and help with different rules.
E-Invoicing
E-Invoicing lets you send and get invoices online. You do not need to use paper or type things by hand. The system checks each invoice for mistakes and makes sure it follows tax laws. This saves you time and helps you avoid errors.
You send invoices more quickly.
You track payments without much work.
You follow government rules for digital records.
Tip: E-Invoicing helps you keep your records right and up to date, so you do not get fined.
Centralized data management helps you find compliance info fast. You can share invoices with auditors or tax people easily.
Audit Trails
Audit trails show you every change in your system. You can see who did something and when they did it. This helps you find problems and prove you followed the rules.
You get better security to protect your business. The system uses data encryption to keep your info safe. Role-based access controls make sure only the right people can see private data.
You track every action to hold people responsible.
You get ready for audits with full records.
You make financial management easier and more correct.
The compliance tools in Dynamics 365 help you keep up with new laws. You are always ready for audits and your business keeps running well.
14. Procurement Automation
Procurement Automation in Dynamics 365 Finance and Supply Chain Management helps you buy smarter and faster. You can use these new powerful Features to cut down on manual work and make better choices when you buy goods or services.
PO Workflows
Purchase Order (PO) workflows let you control every step of your buying process. You set up rules for who can approve, review, or change a PO. The system guides each order through the right steps, so you do not miss anything.
You set approval levels for different amounts.
You get alerts when someone needs to review a PO.
You track each order from start to finish.
Tip: Use PO workflows to stop delays and make sure every order follows your company’s rules.
Here is a table that shows how PO workflows help you:
Supplier Analytics
Supplier analytics give you a clear view of how your vendors perform. You can see which suppliers deliver on time, offer the best prices, or have the fewest problems. This helps you choose the right partners for your business.
You compare suppliers using easy charts.
You spot trends in delivery times and prices.
You find out which vendors help you save money.
Note: Supplier analytics help you build strong relationships with your best vendors.
You can use these insights to:
Negotiate better deals.
Drop suppliers who do not meet your needs.
Plan future purchases with more confidence.
Procurement Automation lets you make smart buying decisions and keeps your supply chain strong.
15. Expense Mobile App
The Expense Mobile App in Dynamics 365 Finance and Supply Chain Management gives you a simple way to manage business expenses. You can use your phone to track spending, capture receipts, and follow company rules. These new powerful Features help you save time and avoid mistakes.
Receipt Capture
You do not need to keep paper receipts anymore. The app lets you take a photo of each receipt right after you make a purchase. The system reads the details and fills in the expense form for you. You can review the information and submit it with one tap.
How Receipt Capture Helps You:
Snap a photo of your receipt with your phone.
The app reads the date, amount, and vendor.
You check the details and send the expense for approval.
Tip: Use the app right after you buy something. You will not lose receipts or forget to report expenses.
Here is a quick look at the process:
Policy Enforcement
You want to follow company rules when you spend money. The app checks each expense against your company’s policy. If you try to claim something outside the rules, the app warns you right away. You can fix the problem before you submit.
Policy Enforcement Features:
The app checks spending limits for each type of expense.
You get alerts if you go over the allowed amount.
The system blocks expenses that do not match company rules.
Note: Policy enforcement helps you avoid mistakes and keeps your reports correct.
You can trust the app to guide you. You spend less time fixing errors and more time on your real work. The Expense Mobile App makes expense reporting easy and accurate for everyone.
16. Cash & Bank Management
Handling cash and bank accounts can be tricky. It gets harder with many currencies or fraud risks. The new powerful Features in Dynamics 365 Finance and Supply Chain Management make these jobs easier.
Multi-Currency
You might work with people from other countries. Multi-currency support lets you pay and get paid in any currency. You do not need to worry about exchange rates or doing math by hand. The system updates rates right away and keeps your records correct.
Here is how multi-currency features help you:
You can pay or get paid in any currency.
The system changes amounts using the newest exchange rates.
You see all your accounts together, even with different currencies.
You save time and make fewer mistakes. Your money reports stay clear and current.
Tip: Use multi-currency tools to make global business simple and safe.
Fraud Detection
Fraud can take a lot of money from your business. You need strong tools to find and stop fraud early. Dynamics 365 gives you alerts for odd activity, checks for risky payments, and helps you act fast.
The system looks for strange things in your accounts.
You get alerts if something seems wrong.
You can check and stop bad payments right away.
Many companies have seen big results:
You keep your money safe and earn trust from customers. Fraud detection tools help you feel safe and keep your business strong.
Note: Check your alerts often to find problems early and stop losses.
17. Collections Enhancements
It can be hard to manage collections. The new Features in Dynamics 365 Finance and Supply Chain Management make it easier. You can now use automation for credit tasks. You can score risks more accurately. These tools help you get payments faster. They also help lower risks for your business.
Credit Automation
You do not need to do every collection step yourself. Credit automation lets you set reminders and send messages. It tracks payments for you. The system follows your rules. It helps your team stay organized. You save time and treat every customer the same way.
Here are some ways credit automation helps your collections:
Tip: Set up reminders to reach customers before they pay late. This helps keep your cash flow strong.
You can group customers into pools. You can handle many accounts at once. This makes your team work better. Your business can grow without extra stress.
Risk Scoring
Risk scoring shows which accounts need help first. The system checks payment history, order size, and delivery. You get a score for each account. You know where to focus your work.
You can see updates on supplier performance and order volume right away. Power BI reports show the newest numbers and KPIs.
Reports help you spot problems early.
You see which products or vendors are risky.
You can act quickly to protect your business.
Risk scoring looks at planned purchases and ranks products by risk. High-risk products show up if you plan to buy a lot or vendors did not deliver well before. This helps you make smart choices and avoid big mistakes.
18. Intercompany Automation
Intercompany Automation helps you handle business between your companies. You do not have to do every step by hand. These new Features help you save time and stop mistakes.
Reconciliation
You can match transactions between companies with just a few clicks. The system checks your records for you. It finds differences and shows what needs fixing. You do not need to look through spreadsheets or search for missing entries.
You see all intercompany transactions in one spot.
You get alerts if something does not match.
You fix problems before they get bigger.
Tip: Use the reconciliation dashboard to find errors early. This helps you close your books faster.
Here is a table that shows how automation saves time in different areas:
You can see how these tools help you finish tasks fast and keep your records right.
Posting Automation
Posting Automation lets you record transactions between companies without extra steps. The system posts entries for both sides at the same time. You do not have to enter data twice.
You set rules for posting.
The system follows your rules every time.
You get a full audit trail for every transaction.
You can trust the system to keep your books balanced. You spend less time on manual work and more time growing your business.
Note: Posting Automation helps you avoid double entries and keeps your financial data clean.
Intercompany Automation gives you better control and saves you hours each month. You can focus on what matters most for your business.
19. Quality Management
Quality Management in Dynamics 365 Finance and Supply Chain Management helps you keep products safe. It also helps your business follow the rules. You get tools that help you meet industry standards. These tools make your job easier. They are very important for factories and warehouses. Quality and compliance help you do well.
Oversight Tools
You need good oversight to find problems early. Dynamics 365 gives you dashboards and reports. These show each step in your process. You can track batches and check test results. You see which products pass or fail. The system lets you set alerts for problems. This way, you can act quickly.
You track every batch from start to end.
You get alerts right away if a test fails.
You can look at quality trends over time.
You can use electronic batch records and quick test entry. These tools help you follow strict rules. They also keep your data ready for audits.
Control Features
Control features let you set rules for quality. You choose what makes a product good. The system checks each item and flags problems. You can use flexible sampling plans and instrument calibration. These help keep your process strong.
Here is a table that shows how these features meet industry standards:
You can use these new powerful Features to keep products safe. Your business will be ready for any inspection. Quality Management tools help you build trust with customers. They also help you avoid expensive recalls.
20. Teams Integration
Teams Integration in Dynamics 365 Finance and Supply Chain Management helps your teams work together. You can talk to others right away, share news, and fix problems quickly. These new Features help finance and supply chain teams connect without leaving their main screen.
Collaboration Tools
You can use Microsoft Teams to chat, call, or meet with coworkers inside Dynamics 365. You do not have to switch between different apps. You can share files, talk about orders, or look at invoices together. Everyone knows what is happening.
Teams lets you work together on customer jobs.
You can share ideas and fix problems as a group.
Sales and marketing teams can plan together and share what they know.
Teams and SharePoint help you share news fast.
You solve problems quickly and keep your work moving.
Tip: Use Teams chat to ask about a payment or a shipment. You get answers fast and do not have to wait.
Here is a table that shows how Teams Integration helps your business:
Workflow Notifications
You get alerts in Teams when you need to do something. If you need to approve an invoice or check a shipment, Teams sends you a message. You do not miss important steps.
Teams tells you about approvals, jobs, or changes.
You can act on alerts without leaving your chat.
You keep your work on track and do not miss deadlines.
Note: Workflow notifications help you finish jobs on time and keep your team in the loop.
Teams Integration makes your daily work easier. You stay connected, make choices faster, and help your business run well.
You now see how these 20 new powerful Features can change your work in finance and supply chain management.
Review each feature and decide which ones help your business most.
Try a demo or talk to an expert to learn more.
Move quickly to use these updates and stay ahead of your competition.
Take action today to boost your business results.
FAQ
What is the best way to start using these new features?
You should review your business needs first. Try a demo for each feature. Ask your team for feedback. Choose the tools that solve your biggest problems.
Tip: Start with features that save you the most time.
Can I use Teams Integration with my current setup?
Yes, you can connect Teams with Dynamics 365 easily. You do not need extra software. You get chat, file sharing, and notifications right inside your dashboard.
How does AI Insights help my business?
AI Insights finds patterns in your data. You get alerts for risks and chances. You make better decisions with clear charts and reports.
Predict cash flow
Spot mistakes early
Is it hard to set up Electronic Signature?
You can set up Electronic Signature quickly. The system guides you step by step. You need a Microsoft Key Vault certificate. You keep your records safe and meet compliance rules.
Note: Ask your IT team for help with certificates.
What if I need help with these features?
You can contact Microsoft support. You can join online forums. You can ask experts for advice. Many resources help you learn and solve problems.
😊 You are not alone. Help is always available.