Microsoft Dynamics 365

We are a Microsoft Dynamics 365 partner offering sales, use, and value added tax technology for a wide range of Dynamics platforms.

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Flexible Reporting

Improve tax accuracy and reporting

Ensure compliance with local regulations by automatically determining accurate tax calculations for every transaction, regardless of location, parties involved, or products sold.

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Accelerate business growth

Confidently expand into new regions and mitigate risk with scalable tax compliance solutions that help you stay updated with ever-changing tax laws and regulations.

Integrations

Optimize efficiency with seamless integration

Boost efficiency across your tax, finance, and IT teams by seamlessly integrating Vertex's Microsoft-validated tax solutions with Microsoft Dynamics 365.

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Maintain continuous compliance

Effortlessly reduce risk and maintain ongoing compliance with automated tax solutions from Vertex, helping to adhere to regulatory requirements.

Unlock automated tax compliance for Microsoft Dynamics 365

For over a decade, Vertex and Microsoft have collaborated closely to develop and deliver tax technology solutions, enabling customers to maximize the full potential of their Microsoft investments. Our tailored solutions empower businesses to effectively tackle tax challenges while helping to ensure compliance.

Integrating with Microsoft Dynamics 365

Microsoft Dynamics 365 Business Central

Connect Microsoft Dynamics 365 Business Central to our solutions for more accurate sales tax calculations on every transaction. Improve your accuracy, reduce audit risk, and have the confidence needed to grow your business. 

Tax Type
Sales & Use Tax
Related Resources
View Data Sheet
Visit Microsoft AppSource

Microsoft Dynamics 365 for Finance and Supply Chain Management

Integrate Finance and Supply Chain Management with our trusted tax solution and enjoy automatic posting of sales tax, use tax, and VAT and complete business process support. Our solutions allow you to maintain exemption certificates, maintain tax data in the platform you already use, and generate signature-ready PDF returns.

Tax Type
Sales & Use Tax
Value Added Tax
Related Resources
View Data Sheet
Visit Microsoft AppSource

Microsoft Dynamics 365 for Commerce

Improve sales tax compliance with our integration for Microsoft Dynamics 365 for Commerce. In one comprehensive solution, we offer signature-ready PDF returns. Improve compliance knowing your tax rates and rules are up-to-date. Harness the tools needed to generate and file accurate and timely returns. 

Tax Type
Sales & Use Tax
Related Resources
View Data Sheet
Learn more about TCS

Microsoft Dynamics AX

We offer a standard connector to Microsoft Dynamics AX, allowing you to improve sales and use tax compliance seamlessly. Gain complete business process support for your order entry to invoicing processes including tax calculations in sales order processing and receivables management documents, flexible address validation and cleansing, and automatic setup and maintenance of tax schedules to calculate tax.

Tax Type
Sales & Use Tax
Value Added Tax
Related Resources
View Data Sheet
Visit Microsoft AppSource

Microsoft Dynamics GP

We offer a standard connector to Microsoft Dynamics GP, allowing you to follow just a few simple steps to link to our solution and configure your set up once you've installed Vertex. Our intuitive, online tools support everything from performing tax calculations to generating signature-ready PDF returns. 

Tax Type
Sales & Use Tax
Related Resources
View Data Sheet
Visit Microsoft AppSource

Microsoft Dynamics AX

Integrate Vertex with Microsoft Dynamics AX to improve sales tax compliance seamlessly. Gain complete business process support for your order entry to invoicing processes including tax calculations in sales order processing and receivables management documents, flexible address validation and cleansing, and automatic setup and maintenance of tax schedules to calculate tax.

Tax Type
Sales & Use Tax
Related Resources
View Data Sheet

Microsoft Dynamics GP

Integrate Vertex with Microsoft Dynamics GP to improve sales tax compliance seamlessly. We offer a standard connector allowing you to follow a few simple steps to link to our solution and configure your setup once you've installed Vertex.

Tax Type
Sales & Use Tax
Related Resources
View Data Sheet

Designed to fit your industry.

Our integrated solutions for Microsoft Dynamics 365, help address the unique challenges of your vertical. From industry-specific tax content to tax rules and processes, we streamline tax determination and compliance, empowering you to accelerate growth with confidence.

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Retail

Consistent tax determination for omnichannel retailers with solutions for in-store POS, e-commerce, and marketplaces, including BOPIS and BORIS.

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Manufacturing

Tax determination for P2P and O2C for a centralized, standardized tax process. 1,000+ manufacturing customers choose Vertex.

One Type

Wholesale Trade

Supports tax determination for B2B/B2C, dropship, middleman, multi-location supply, exemptions, reciprocity, requisition, inventory, direct pay permit.

Support and Training with Vertex Cloud Indirect Tax

Professional Services

Precise tax determination including true object itemization, contracting support, exemptions, and multi-location identification.

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Oil & Gas

Premium tax content and pinpoint location data for accurate tax determination for upstream, midstream, and downstream operations.

Vertex Inc. Tax Solutions and Services

Technology

Manage complex supply chain scenarios and support tax determination for digital and physical goods and services.

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Communications

Support complex local requirements for U.S. communications services (traditional and non-traditional).

Discover why Microsoft trusts Vertex for its own tax compliance

"The reason the Vertex partnership has been so successful is because Vertex deeply understands Microsoft's complex requirements. With a single enterprise-wide tax engine serving all 240 markets, including telco-tax calculations, Vertex's has truly met our needs. By consolidating maintenance and updates in one place, our tax technology team has freed up engineering resources, allowing us to focus on other critical business tasks. "

Ben Wright
Program Manager and Business Operations, Microsoft

Patagonia’s journey to a true omnichannel experience using Vertex and Microsoft Dynamics 365

"The integration of Vertex with Microsoft Dynamics 365 has greatly improved Patagonia's operations. By consolidating our systems into one cohesive platform, we've addressed the complexities and inefficiencies that impacted our customer experience. Now, whether shopping online or in-store, our customers enjoy a seamless omni-channel experience. Vertex's integration not only achieved efficiencies and cost savings but, most importantly, it enhanced our customer service, distinguishing Patagonia from its competitors. "

Shelley Chase
International Director of Tax, Patagonia

Leggett & Platt solves sales tax challenges with Vertex and Microsoft Dynamics 365

"Vertex has been a game-changer for us at Leggett. With everything consolidated into one platform, we've streamlined our processes and saved significant time and resources. Our returns processing time has been cut down by 50%and are now more accurate, and we've even seen refunds from states due to the precision of our calculations. The ease of use and excellent customer support from Vertex have made our transition seamless. If you're considering Vertex, I'd say go for it – it's been a lifesaver for us! "

Jacque Sappington
Senior Tax Manager, Leggett & Platt, Inc.

Connect with us

Get in touch to discuss how Vertex and Microsoft Dynamics 365 can help your business expand while remaining tax compliant.