D365 F&O Version Release Dates and Planning Strategies

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Microsoft releases new versions of Dynamics 365 Finance and Operations (F&O) every few months, with major releases occurring every 6-8 months.

These releases bring new features and improvements to the platform, but they also require careful planning to ensure a smooth transition for your organization.

The first major release of D365 F&O was in October 2016, and since then, there have been several major releases, including the October 2017, April 2018, and October 2018 releases.

To plan for these releases, consider the impact on your custom code, integrations, and user adoption.

Release Waves

Dynamics 365 release waves are a twice-yearly update process that brings new features and capabilities to your organization. There are two release waves each year, one covering features releasing from April through September and the other from October through March.

Release wave 1 covers features releasing from April through September, while release wave 2 covers features releasing from October through March. This allows you to plan and prepare for the updates in advance.

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Credit: youtube.com, New Version Product Dimension - Dynamics 365 Finance and Operations - Wave 2 Release

You can validate the update in your sandbox environment before it is applied to your production environment through early access. This gives you an opportunity to experience the new features in advance and confidently roll them out to all your users.

The following table describes the milestones with example dates for the two release waves in any given calendar year:

The dates vary across Dynamics 365 apps, and can also vary across capabilities. Always check the relevant release plan for the latest information about availability.

Release Planning

Release Planning is an essential part of Dynamics 365 F&O version release dates. You can browse the release plans online, view them in the release planner, or download the document as a PDF file.

Release plans are available in English only, but they are translated and published in supported languages three weeks later. The currently supported languages are Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, and Swedish.

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Release plans for Dynamics 365, Microsoft Power Platform, Role-based Copilot offerings, and Microsoft Cloud for Industry are available online. The plans announce the latest updates as features are prepared for release.

Here's a breakdown of the milestones for release waves:

Automatic Updates

Automatic updates are a crucial aspect of D365 F&O version release dates. Microsoft will automatically apply each new version to the PROD and Stage environments on a scheduled timeline. This is a default setting that many administrators choose to let happen as scheduled.

However, it's essential to know when the automatic update will occur. The actual date the automatic update will apply is based on the settings in Life Cycle Services (LCS), which can vary between D365 projects.

To avoid any issues, it's recommended to complete your testing of the new version in TEST, then update STAGE, and finally PROD before the automatic update is scheduled to run. This will ensure that you're prepared for the changes and can minimize any potential risks or problems.

Here's a quick summary of the update process:

  • Test the new version in TEST
  • Update STAGE
  • Update PROD
  • The automatic update will occur based on the LCS settings

Adjusting to New Cycle

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Microsoft will reduce the number of service updates from seven to only four per year from 2024 onward.

You should get familiar with the new update frequency and get ready for the changes. To do this, know the new update schedule and when it will start.

The new update schedule includes four updates per year, released in March, June, September, and December. These dates are subject to change, but Microsoft tries to follow this predictable pattern every year.

To get ready for the new release schedule, think about the new policy on pausing updates (only one update can be paused at a time), and how it will affect your organization.

Here are some steps to take to adjust to the new cycle:

  1. Get familiar with the new update frequency: From 2024 onward, Microsoft will reduce the number of service updates from seven to only four per year.
  2. Get ready for the changes: To get ready for the new release schedule, you should know the new update schedule – when they will happen and what they will change.
  3. Evaluate the effect: Evaluate how the new release schedule will affect your organization and find out any risks or problems that may occur.
  4. Inform stakeholders: Let the stakeholders in your organization, such as employees, customers, and partners, know about the changes.

If you're currently implementing Dynamics 365 Finance & Operations, think about how the new update frequency will affect your existing implementation timeline around critical milestone activities such as solution modeling, user acceptance testing, and go-live planning.

Tips and Advice

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Get familiar with the new update frequency, as Microsoft will reduce the number of service updates from seven to only four per year from 2024 onward.

You should know the new update schedule, including when they will happen and what they will change. This will help you prepare for the changes and evaluate their effect on your organization.

Here are the key steps to take:

  1. Get ready for the changes: Think about the new policy on pausing updates (only one update can be paused at a time), and how it will affect your organization.
  2. Evaluate the effect: Find out any risks or problems that may occur and create a plan to avoid or reduce them.
  3. Inform stakeholders: Let the stakeholders in your organization know about the changes and create a communication plan to make sure they understand the changes and how they will affect them.

Existing customers should also be aware that the biggest change will be the first time you experience the new update cycle, after which it should be a similar process, but less often.

Tips for Current Customers

As an existing customer, you can expect a smoother process after the initial update cycle. The new update cycle will be less frequent after the first time you experience it.

You'll want to stay informed about upcoming major changes, as they'll bring new features that can benefit your company. This is especially important if you're currently implementing something that will be affected by the changes.

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The update cycle will bring more features with each release, so keep an eye out for updates that can help your business. This will ensure you're always running on the latest and most efficient version.

After the initial update cycle, you'll know what to expect and can plan accordingly. This will save you time and reduce any potential disruptions to your work.

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Dynamics 365 F&O Implementation Advice

If you're currently implementing Dynamics 365 Finance & Operations, think about how the new update frequency will affect your existing implementation timeline around critical milestone activities.

The new update frequency might impact your solution modeling, user acceptance testing, and go-live planning.

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Frequently Asked Questions

How often is Dynamics 365 updated?

Dynamics 365 is updated twice a year, with new features released in two bi-annual waves: one from April to September and another from October to March. This bi-annual update schedule ensures you stay up-to-date with the latest functionality and improvements.

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