Taking the Pain Out of Tax with Microsoft Dynamics 365

Tax complexity keeps growing

In the U.S. alone, there are more than 12,000 taxing jurisdictions / and they change their rates and rules constantly. Globally, that number grows to over 19,000. For companies running Microsoft Dynamics 365, keeping pace manually puts accuracy, compliance, and audit readiness at risk.

One tax engine, connected across Microsoft D365

Vertex integrates directly with Microsoft Dynamics 365 applications / including D365 Finance & Supply Chain, Business Central, Commerce, Sales/CRM, Dynamics AX, and Dynamics GP / to automate tax calculation across your entire Microsoft ecosystem. A single Vertex tax engine serves as the central source for current tax data, complex calculations, and reporting. When you add a new Microsoft application, you connect it to the same engine. That means standardized, centralized tax management without rebuilding processes from scratch.

How it works in real time

When a transaction occurs in a Microsoft D365 app, the integration sends the transaction data to the Vertex tax engine. Vertex applies address cleansing to confirm the correct taxing jurisdiction, then calculates the applicable sales, use, or VAT amount using embedded tax rules and rates. The result comes back to the Microsoft app instantly / ready to complete the quote, order, or invoice.

Tax content stays current automatically

Vertex maintains and updates tax content in the engine on an ongoing basis, so you don't have to. Integrations are continuously improved based on performance monitoring and customer feedback from across the Vertex-Microsoft user base. When changes are made to either the Vertex engine or a Microsoft module, updated releases are made available to all users. IT teams are freed from the cost and effort of maintaining one-off integrations.

Benefits that go beyond accuracy

Automating tax calculation through Vertex does more than reduce errors. It eliminates manual processes, improves audit performance, and creates more streamlined order-to-cash and procure-to-pay cycles. Tax, finance, and IT teams all gain time back. And as your business grows into new markets, new products, or new Microsoft applications, the Vertex integration scales with you.

Vertex has 40 years of experience automating indirect tax and is a proud Microsoft partner. Vertex solutions are available on Microsoft AppSource, with flexible deployment options for enterprises operating across North America, Latin America, Europe, and Asia Pacific.