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.

How We Partner with Microsoft Dynamics 365

Microsoft's Customer Story

Microsoft, one of our featured technology partners as well as a Vertex customer, was struggling with a host of complex tax challenges before it found the perfect solution for its very own organization.

Partnership Team Work

Partnership Benefits for Clients

We partner with Microsoft Dynamics 365 for speed and accuracy in sales, use, and value added tax. As your company grows and evolves, you can rest easy knowing you're handling tax with a trusted solution that improves tax compliance and accuracy.

Procurement Tax Solution

Solution Benefits

Grow your business confidently and reduce compliance risk with our tax technology and services. We cater to a variety of industries and have a proven track record of handling even the most complex tax challenges to help you save time, effort, and risk.

Vertex Partnership

Flexible Options and Continued Support

No matter what your challenge may be, our team of tax technology experts is here to help you work faster, smarter, and more profitably, throughout every stage. We support any deployment model, whether you prefer cloud, on-demand, or on-premise.

Our Tax Integrations with Microsoft Dynamics 365

Vertex Partner Customer

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. 

Watch this video to see how the integration works.

Woman looking at ipad

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.

Watch this video to see how the integration works.

Clothing Retail Tax Solution

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. 

Watch this video to see how the integration works.

Industry Manufacturing

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.

Woman typing on laptop

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. 

Watch this video to see how the integration works.

Resources for You

Find the Best Tax Solution for Your Business

Our trusted solutions for Microsoft Dynamics 365 enable businesses to manage tax complexity and grow with confidence. Get in touch today to learn more.