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MC1190073: Dynamics 365 Finance Improve bank account lifecycle management

Summary

  • New feature for managing the full lifecycle of legal entity bank accounts in Dynamics 365 Finance.
  • Administrators can configure approval workflows for bank account activities.
  • Enhanced auditing capabilities with trackable change history.
  • Additional signer data management for better control and compliance.
  • No action required; this message is for awareness only.

Admin Impact: Low
User Impact: Low
Release Start: 26 Dec 2025
Release End: 26 Dec 2025
Services: Finance and Operations Apps
Category: Stay informed
Tags: New Feature

History

11/26/2025 Item Added to Message Center

Microsoft Message

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.