Unlock E-Commerce with Shopify, Microsoft and Vertex

Vertex Inc.

In today's digital economy, businesses need agile and scalable solutions for growth. Microsoft Dynamics 365 Business Central streamlines operations, providing built-in integration with Shopify’s best-in-class e-commerce solutions. When paired with Vertex’s tax automation and compliance software, the trio creates a powerful e-commerce solution designed for efficient and confident global business management. Part one of our two-part blog series will provide an overview of how these tools provide unified business management, built-in tax accuracy and compliance, simplified continuous compliance and scalable efficiency.  

Unified Business Management  

Vertex’s global tax engine integrates natively with Microsoft Dynamics 365 Business Central and Shopify, enabling consistent, accurate tax determination from quote to cash and credit to return. Whether you're operating B2B or B2C, this integration accelerates time-to-value and simplifies complexity across your commerce ecosystem. For example, in 2024, 171 new district taxes were enacted in the U.S., making automation critical for compliance.  

Built-In Tax Accuracy and Compliance  

With Vertex, tax is calculated automatically regardless of where a transaction starts or finishes. Vertex keeps tax consistent between systems protecting the shopping cart, payment, credits and posting. Updates to tax codes, rates and jurisdictions are handled in real time, eliminating the need for manual e-commerce and ERP maintenance. This helps ensure compliance across geographies and reduces the risk of costly errors – especially since U.S. sales tax audits have returned to pre-pandemic levels, with increased scrutiny on product-level compliance.  

Continuous Compliance, Simplified  

Automated tax workflows reduce risk and support ongoing compliance. Vertex leverages USPS data in the USA to validate addresses at the IP and street levels, helping to ensure accurate tax application across channels so businesses can trust that tax is applied correctly at the right level of granularity.    

Scalable Efficiency  

As your business grows, so does the complexity of tax compliance. This integration streamlines workflows, reduces manual intervention and supports expansion into new markets without the need for multiple tax solutions. It’s built to scale with your ambitions, whether across the country or your continent, or across the globe. That also means that as your business grows, so does the complexity of tax compliance. For example, Shopify processed nearly $300 billion in GMV in 2024, which was a 24% YoY increase.  And Microsoft Dynamics 365 supports enterprise-grade scalability, with adoption accelerating across finance, supply chain and commerce.  

Actionable Insights with Integrated Analytics  

Microsoft Dynamics 365 Business Central delivers rich analytics and reporting capabilities. When combined with your Shopify data and Vertex’s tax intelligence, you gain a 360-degree view of your business. This empowers smarter decisions, improves audit readiness and enhances governance. And it is supported by the fact that over 75% of CFOs rank metrics, analytics and reporting as their top priority for 2025, according to insightsoftware’s Dynamics trends report. This also underscores the growing demand for integrated analytics across platforms like Microsoft Dynamics 365, Shopify and Vertex. Together, they don’t just offer data; they deliver clarity, control and confidence across your entire commerce and finance ecosystem.  

These are just a few of the ways in which this solution ecosystem can help your team automate global tax calculation and compliance; streamline e-commerce and finance; eliminate silos and reduce manual processes; and enable scalable, audit-ready operations. We’ll share more details in Part Two of this blog series. Alternatively, you can register and learn even more at our webinar Scaling Smarter: Leveraging Microsoft, Vertex & Shopify for Seamless Expansion.

Blog Authors

Erin Kissling

Erin Kissling

Partner Manager, Technology Partnerships

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Erin Kissling is a Partner Manager for technology partnerships at Vertex, responsible for leading the global partnership with Salesforce to drive new business, product and channel opportunities. Prior to this position, Erin served as a Partner Marketing Manager, supporting several e-commerce relationships including Magento, BigCommerce and Salesforce, as well as system integrators. She received her undergraduate degree from Kutztown University and is currently pursuing her MBA at Villanova School of Business.

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Pat Esposito

Strategic Partner Development

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Pat Esposito brings over 40 years of experience to Vertex, leveraging his extensive knowledge of the Microsoft Ecosystem. As a software engineer, start-up entrepreneur, and leader, Pat's passion for innovation and strategic growth is evident. His diverse roles with Microsoft, including employee, subcontractor, author, and strategic partner, have earned him numerous awards, including the prestigious Global Partner of the Year.

Pat's innovative spirit led to the creation of the first Windows-based trading system at Goldman Sachs, the Dynamics Data Exchange Software Developers Kit, the Microsoft Rapid Economic Justification program, and the Microsoft Demonstration Toolkit. He also partnered with The Joint Commission to develop the first SharePoint-based solution aimed at reducing sentinel events.

At Vertex, Pat continues to drive growth and foster relationships with Microsoft, leading a motivated team to expand Vertex products across the Microsoft Dynamics 365 community.

Outside of work, Pat enjoys family time in Smithtown, Long Island, NY, with a fine wine. He is passionate about exploring new music genres, drumming, and playing rock-n-roll – LOUD

Our Partnership with Shopify

Learn about the Vertex integration for Shopify to calculate sales, use, and global value added tax for your ecommerce transactions.

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