Vertex Configuration Agent for Microsoft Dynamics 365

Vertex Configuration Agent for Dynamics 365

The Vertex Configuration Agent for Microsoft Dynamics 365 is an intelligent, agent-to-agent solution that transforms tax configuration management, ensuring systems remain synchronized and compliant in real time. Leveraging Vertex’s global tax technology capabilities, this solution is designed to autonomously monitor master data changes (business events) in Dynamics 365 FSC, and trigger tax configuration updates in the Vertex O Series tax engine.

Key Capabilities:

• Automatically monitor business event changes indicating a new product, new customer exemption, new warehouse location, new legal entity or new legal entity registration within D365.
• Communicate business changes to Vertex’s O Series for Azure Agent along with all necessary contextual information.
• Vertex’s O Series for Azure Agent then analyzes the data and applies any necessary configuration changes to ensure system synchronization between the ERP and the tax system, removing the burden on business users to manage.
• Changes are only applied after a user accepts the change by selecting Approve on an Adaptive Card presenting in Microsoft Teams or Microsoft Outlook.

Key Benefits:

• Accelerated Initial Onboarding of the Vertex Tax Engine: Tax engine configuration recommendations are created based on Microsoft Dynamics 365 FSC setup allowing users to rapidly activate and configure Vertex O Series without heavy implementation services
• Accelerated Configuration Maintenance: By automatically detecting changes in master data, the AI agent can proactively update product configuration in Vertex O Series, helping ensure Microsoft Dynamics 365 FSC and Vertex O Series remain in sync.
• Reduced Audit Risk: By keeping the Vertex tax engine aligned with Microsoft Dynamics 365, the Vertex O Series tax engine can accurately represent business operations from the perspective of a central tax policy with less risk of manual error than ever before allowing for highly accurate tax determination and compliance.
• Operational Efficiency: Eliminates manual data synchronization and reduces administrative overhead.
• Real-Time Control Over Customer Exceptions: Delivers immediate visibility and governance for exemption certificates directly within Dynamics 365, helping ensure more accurate compliance data, reducing audit risk, and improving operational efficiency.
• Experience enhanced accuracy with total and complete system synchronization as your business evolves.
• Increase your return on investment for Vertex O Series.

The Vertex Configuration Agent for Microsoft's Dynamics 365 showcases the power of agent-to-agent solutions powered by Microsoft CoPilot Studio, Microsoft MCP Servers, and Azure AI Foundry. This strategic solution reaffirms the Vertex commitment to providing reliable and progressive tax and compliance solutions to our clients.

Experience the future of tax compliance with Vertex Configuration Agent for Dynamics 365 where innovation meets reliability.