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Integrations

Microsoft Dynamics 365 for Finance and Operations

A powerful connector enabling communication between your cloud ERP system and Vertex to calculate accurate sales and use tax 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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