Tax Automation that Scales
Vertex supports a wide range of Microsoft Dynamics 365 platforms with purpose-built tax software integrations.
- Tax Type
- Sales & Use Tax
Microsoft
We are a Microsoft Dynamics 365 partner offering sales, use, and value added tax technology for a wide range of Dynamics platforms.
Trusted Tax Automation Solutions Across the Microsoft Dynamics 365 Ecosystem
Vertex delivers Microsoft-validated indirect tax solutions that integrate directly with Dynamics 365. From sales and use tax to VAT and excise tax automation, our cloud-based tax engine supports real-time tax calculation across all Dynamics 365 modules—reducing risk, improving compliance, and enabling business growth.
40+
195+
4,500+
>60%
Integrating with Microsoft Dynamics 365
Seamless Tax Integration for Dynamics 365: Automate tax across Finance, Supply Chain, Commerce, and Business Central—no more manual updates or disconnected processes.
Real-Time Sales Tax Calculation: Support more accurate, first-time tax determination with updated tax content and address validation.
Support for Sales, Use, VAT & Excise Tax: Handle complex compliance needs across multiple jurisdictions and tax types in one platform.
Flexible, Scalable, and Secure: Run your tax automation on Microsoft Azure with robust security, fast deployment, and enterprise-grade performance.
Vertex O Series is a globally trusted indirect tax engine for Microsoft Dynamics 365, designed to centralize and automate sales tax, use tax, VAT, and excise tax across ERP, CRM, and e-commerce modules. With rich global tax content, precise jurisdiction mapping, and Microsoft-validated connectors, Vertex empowers organizations in manufacturing, retail, financial services, and more to stay compliant and grow confidently
What Customers Say: Patagonia’s Omnichannel Tax Success
With Vertex, Patagonia eliminated work that was draining the Tax and IT departments. Through the integration of Vertex and Microsoft, Patagonia has created a true, seamless omnichannel experience for customers, setting Patagonia apart from its competitors. Increased efficiency, reduced costs, minimized risk using Vertex.
Powering Seamless Tax Compliance in Microsoft Dynamics 365
"We have eliminated all of that work that the Patagonia Tax team and IT team were doing to maintain all these systems. Now it's just one system, on-demand. Vertex takes care of everything and it saves all that time that we were spending to maintain those other systems."
-Shelley Chase
International Director of Tax, Patagonia
Integrating with Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Vertex connects to Microsoft Dynamics 365 Business Central to provide up-to-date sales tax calculations on every transaction. Stay compliant, reduce audit risk, and have the confidence needed to grow your business.
- Tax Type
- Sales & Use Tax
- Value Added Tax
- Related Resources
- Watch Video
Microsoft Dynamics 365 for Finance and Supply Chain
Automated solutions from Vertex can help support real-time sales, use, and VAT calculation using Microsoft’s tax APIs. Vertex also supports address validation and jurisdiction mapping across your D365 modules.
- Tax Type
- Sales & Use Tax
- Value Added Tax
- Related Resources
- Watch Video
Microsoft Dynamics 365 Tax Calculation Service
Vertex provides seamless integration to the Microsoft Dynamics 365 tax calculation service simplifying sales and use tax determination. Microsoft published and supported APIs are purpose-built for tax determination, and support AR, AP, GL, and Project Management modules within Microsoft Dynamics 365 Finance and Supply Chain.
- Tax Type
- Sales & Use Tax
- Value Added Tax
Microsoft Dynamics 365 Commerce
Vertex can automate tax across omnichannel workflows, including pickup-in-store, returns, and call center orders. This integration helps minimize manual work and supports both online and offline scenarios.
- Tax Type
- Sales & Use Tax
- Related Resources
- Watch Video
Microsoft Dynamics 365 Sales (CRM)
Vertex helps enable tax calculation at the quoting and order entry stage, which may reduce errors and support better compliance in B2B sales cycles.
- Tax Type
- Sales & Use Tax
Microsoft Dynamics AX & GP
Integrate Vertex with Microsoft Dynamics AX to seamlessly enhance sales tax compliance. Gain complete business process support from order entry to invoicing processes, including:
- Tax calculations in sales order processing and receivables management documents
- Flexible address validation and cleansing
- Automatic setup and maintenance of tax schedules to calculate tax.
For legacy systems, Vertex offers integrations that support simplified tax compliance, helping to ease migration toward future-ready ERP environments.
- Tax Type
- Sales & Use Tax