D365FO continuously enhances its features to meet evolving business needs. As an evergreen solution, the latest release (10.0.37) introduces game-changing features for various business processes. In this post, we will explore the key features of this release, and their benefits, and provide real-world business process examples. Discover how D365FO’s latest update can optimize your organization’s operations and drive success.

1. Customer and Vendor Change History One of the significant improvements in this D365FO release is the ability to check the change history of customers and vendors. This feature enables organizations to track all the changes made to customer and vendor records, including modifications, additions, and deletions. This feature can be used to identify errors, audit changes and monitor system usage. For example, a finance team can use this feature to track changes to customer bank information and identify unauthorized modifications. This feature helps businesses to optimize their audit processes and avoid compliance risks. Additionally, this feature provides an easily searchable log of customer and vendor changes over time. This makes it much easier to retrieve the information needed for audits or other reviews. With this new feature, businesses can stay on top of their customer and vendor data with minimal effort.
2. Cross-Company Access The latest release of D365FO has introduced cross-company access, which enables users to access data from different legal entities without having to switch between accounts. With this feature, organizations can quickly analyze data from different legal entities, compare data, align charts of accounts and manage intercompany transactions more efficiently. For example, a multinational organization can use the cross-company access feature to view all financial transactions of subsidiaries in different countries. This feature helps businesses to streamline their intercompany processes and make more informed decisions.
3. Enhanced Credit Management Another game-changing feature in the D365FO 10.0.37 release is enhanced credit management. This feature enables organizations to set up credit limits for customers and vendors. The system checks credit limits before releasing orders and sales invoices, ensuring that only authorized users can make sales orders. For example, a retail chain can use this feature to ensure that each store has a credit limit that limits the amount of stock they can order. This feature helps organizations improve risk management and cash flow control.
4. Improved Auto Reporting Automated reporting has been improved in the latest D365FO release. The new feature allows the automatic export of data to PDF. The feature also comes with improvements in the data needed for Report rendering and Auto-Paging, and other granular controls for customizing reporting and Visualizations. For example, a sales team can use the feature to generate customer sales reports and automatically email them to clients every month. This feature helps organizations to save time and reduce errors that come with manual report creation and dissemination.
5. Embedded Power BI Reporting D365FO 10.0.37 release now comes fully equipped with embedded Power BI reporting for list pages. Users will be able to place embedded visuals on their dashboard without having to navigate to the Power BI website separately. The data itself comes via OData or from a direct connection to the database behind D365FO. This is a great new addition for organizations that are already using Power BI and want to view real-time data in their operational system. With countless ways to customize and report that D365FO provides, having an embedded Business Intelligence solution like Power BI in the operation adds a dimension of real-time analysis.

In conclusion, the latest release of D365FO, 10.0.37, introduces several groundbreaking features that have the potential to significantly enhance business processes across the board. Organizations that leverage these features will reap numerous benefits, including optimized audit processes, streamlined intercompany operations, enhanced risk management, automated reporting, and real-time data visualization.