Reaching New Heights: Vertex Collaborates for AI Innovation

Vertex’s collaboration with Microsoft has always been about empowering businesses to work smarter, not harder. With the launch of the new Vertex Configuration Agent for Microsoft Dynamics 365 (now available in the Microsoft Marketplace), this collaboration is reaching new heights, bringing intelligent automation and seamless integration to the world of tax compliance.

A Smarter Way to Stay Compliant

Let’s face it: tax configuration and compliance can be complex, especially as businesses grow and regulations evolve. The Vertex Configuration Agent for Microsoft Dynamics 365 is designed to take the pain out of this process. Built on AI-powered integration between Vertex and Dynamics 365, this solution continuously monitors your ERP systems for changes and proactively recommends configuration updates. That means less manual work and fewer errors, allowing businesses to operate with greater precision and less effort.

Key Benefits at a Glance

• Intelligent Automation: The agent automatically syncs tax-relevant data across five core domains (legal entities, legal entity registrations, warehouse locations, products, and customer exemptions), ensuring your systems are always up to date and audit-ready.
• Seamless Integration: With prebuilt connectors and APIs, the solution fits right into your existing Dynamics 365 environment. No disruption, just smooth operations.
• Operational Efficiency: By eliminating manual data entry and maintenance, the agent reduces administrative overhead and accelerates implementation timelines.
• Enhanced Compliance: Synchronized systems mean more accurate tax determination and lower audit risk, giving you peace of mind as your business expands.
• User-Friendly Controls: Through Microsoft Teams Adaptive Cards, designated personnel can review and approve changes, keeping stakeholders informed while maintaining control. 

The Power of Collaboration

This launch isn’t just about a new product; it’s a testament to Vertex’s ongoing collaboration with Microsoft. By combining Vertex’s deep expertise in tax technology with Microsoft’s AI and cloud platforms, Vertex is delivering solutions that help organizations adapt quickly, innovate confidently, and grow globally. 

Whether you’re launching new products, expanding into new markets, or simply looking to streamline your tax processes, the Vertex Configuration Agent for Dynamics 365 is built to help you stay ahead. It’s more than just automation—it’s a strategic enabler for growth, accuracy, and efficiency.

Discover how Vertex is shaping the future of tax automation and learn more about the new Vertex Configuration Agent for Dynamics 365 in the Microsoft Marketplace today.