Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - |
Sep 26, 2025 |
Business value
Accountants using Dynamics 365 Finance to view detailed transactional data often view data across multiple companies that are related to the overall parent business. It's important for them to quickly and easily view data across related companies. With this feature, users can view or export data to Excel to see deep financial analysis across those companies.
Feature details
The accounting source explorer page in Dynamics 365 Finance is a key tool for accounting personnel to view financial transactions. Currently, you can view data from only one company or legal entity at a time. To view data from multiple companies, you must switch between companies and reload the data in the accounting source explorer page.
With this update to the accounting source explorer, you can quickly and easily export transactional data for selected companies. By exporting data from multiple companies to Excel, the accounting team can perform deeper analysis across companies.
The key change for this feature is an improved export option. You can select the companies you want to export data from, along with other existing filter options in the accounting source explorer.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Related content
Accounting source explorer (docs)
Sep 26, 2025