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Dynamics 365 Finance - Improve bank account lifecycle management

Message ID
MC1190073
View in Message Center
Service
Finance and Operations Apps
Category
Stay Informed
Tag
New feature
Rollout
December 2025

Details

We are announcing the ability to manage the full lifecycle of legal entity bank accounts, including approvals, auditing, and enhanced signer data, in Dynamics 365 Finance. This feature will reach general availability on December 26, 2025.

How does this affect me?
Admins can configure approval workflows for bank account activation, modification, and deactivation, set protected fields that require approval, review proposed changes, track change history for auditing, and manage additional signer data. This helps ensure better control and compliance for all bank account-related activities.

What action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Bank account lifecycle management.

Change History

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