Tax Functions Microsoft D365 Users Can Automate with Vertex

Stop updating tax manually across every D365 environment

If your tax or IT team spends time visiting Department of Revenue websites, tracking rate changes, or pushing tax content updates across multiple D365 instances, that time adds up fast. Integrating a Vertex tax engine with your Microsoft D365 applications automates these tasks, so your team can focus on higher-value work.

One tax engine, every D365 solution

A single Vertex tax engine connects across all your D365 applications to calculate tax in real time. Tax content is maintained and updated by Vertex, which means you no longer need to manage tax codes or sales tax groups in each environment. All tax decisions live in one place, giving you centralized, consolidated reporting and a standardized process across accounts receivable, accounts payable, and multiple business units.

Vertex tax calculations are backed by 700 million+ data-driven tax rules, maintained by a global research team, and cover 20,000+ jurisdictions across 195+ countries. That depth of coverage supports even complex transactions across industries and across borders.

What you can automate, by D365 application

This eBook walks through the specific tax functions available for each D365 solution. For D365 Finance and Supply Chain, Vertex supports real-time sales and use tax, consumer use tax on procurement, VAT for EMEA and APAC, B2B registration validation, exemption certificate management, and compliant invoice generation. For D365 Business Central and D365 Commerce, you get consistent end-to-end tax calculation on sales, purchasing, and service transactions, plus address validation and jurisdiction assignment that eliminates manual tax area code management. D365 Commerce also includes omnichannel support (covering in-store, online, and mixed-channel scenarios) and failover coverage to calculate tax even without internet connectivity. For D365 Sales, Vertex automates tax on quotes, sales orders, and invoices with the same real-time accuracy and jurisdiction-level detail.

Across all four solutions, you also get simplified tax code setup, flexible fields for precise calculation, compliance options for returns filing, and exemption certificate tools that auto-apply compliant certificates to transactions.

A partnership built on mutual trust

Vertex and Microsoft have a long-standing partnership. Microsoft has been a Vertex customer since 2009, and Vertex relies on Microsoft Azure, Teams, and Office 365 for its own global operations. Microsoft selected Vertex as its trusted global tax expert for Dynamics 365, and Vertex solutions are available directly through Microsoft AppSource and Microsoft Marketplace. Vertex is also a Microsoft ISV Success and Co-Sell Ready Partner.

If you're ready to reduce audit risk, improve compliance, and give your team back their time, this guide shows you exactly where to start.