Microsoft Dynamics 365 for Finance and Operations

Connect Microsoft Dynamics 365 for Finance and Operations to Vertex for accurate sales, use, and value added tax calculations on every transaction.

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Main Features

Most Up-to-date Tax Rates and Rules

Ensure every transaction in applies the most accurate tax rules, rates, and exceptions automatically. With Vertex for Microsoft Dynamics 365 for Finance and Operations, you’ll spend less time managing your tax system, and more time growing your business.

Real-Time Tax Calculation

Tax is calculated during the invoice and purchasing process based on the latest product taxability rules and pinpoint tax area precision. Automating tax with Vertex reduces manual work and improves customer satisfaction.

Integrated Address Cleansing

Ensure every transaction has the proper tax jurisdiction assignment to trigger the accurate tax calculation rules. Each new address entered is automatically cleansed for errors and the full 9-digit zip code and Tax Area ID is assigned.

Multiple Deployment Options

Vertex for Microsoft Dynamics 365 for Finance and Operations allows the user to integrate via our cloud-based SaaS solution, hosted, or on-premise environments.

More Great Features

Allow Customer Taxability Driver

Flexfield Mapping

Non-Standard Product Taxability Rules

Our Partnership With Microsoft Dynamics

Vertex offers tightly coupled sales and use tax solutions for many Microsoft Dynamics ERP platforms, including Dynamics AX, Dynamics GP, Dynamics 365 Retail, and Dynamics 365 for Operations and Finance Enterprise Edition. Additionally, Vertex can support any deployment model, including cloud (single tenant or multi-tenant) and on-premise.

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Vertex Exchange

Join Vertex customers, solution experts and tax professionals to learn about solutions and strategies that can help improve tax processes and deliver value to your tax department. Learn more about our 2019 events.

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Vertex Exchange