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Install and Configure Avalara AvaTax for Microsoft Dynamics CRM

After you activate AvaTax Update and set up your company profile, install and configure AvaTax Update for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Download AvaTax Update for your accounting software

To connect your accounting software to AvaTax Update, download your integration software. 

  1. In Avalara Account, go to Connectors.
  2. Click the arrow next to the name of your software to download the connector you need.
  3. In your Downloads folder, right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install AvaTax Update for your accounting software

  1. Log in to Microsoft Dynamics CRM with a System Customizer role.
  2. Go to Settings > Solutions > Import and select the .zip file from AvaTax Update. Complete the wizard to install the AvaTax Update for Microsoft Dynamics CRM.

Configure AvaTax Update for your accounting software

To configure your company settings:

  1. Log in to Microsoft Dynamics CRM with a System Customizer role.
  2. Go to Settings > Solutions > Avalara AvaTax > Configuration.
    1. On the AvaTax Configuration page, fill in the following fields, and then click Test Connection.
      Field Action
      • Account Number
      • License Key
      Use the information provided in an email from Avalara (sent to the email account you used to activate your account). It must match what is saved in AvaTax Update.
      Development Environment For development accounts, ensure that this option is enabled. For production accounts, ensure that this option isn't enabled.
      Company Code This is the code you entered when you activated your AvaTax Update account. Every accounting software that works with AvaTax Update uses a company code to identify itself to AvaTax Update. Here's some help if you can't find your company code in Microsoft Dynamics CRM.
  3. Go to Settings > Avalara AvaTax.
    1. On Active Avalara AvaTax, click AvalaraTax.
    2. On AvalaraTax page, specify the following options, and then click Save.
      Field Action


      Optional: If this option is enabled, transactions are automatically committed to AvaTax Update. The Doc Status of this transaction is shown as Committed in AvaTax Update. Generally recommended to disable this option if you want to validate addressesHoverTT.png or calculate sales tax using AvaTax Update.
      Enable logging? Optional: This function is primarily used for troubleshooting issues. If you choose to enable logging, all success, warning, and error messages are included in the log. Only enable logging if you have been instructed to do so by Avalara Support, because it can significantly slow down your service.
      Status Optional: If you choose to disable Status, Microsoft Dynamics CRM no longer uses AvaTax Update to calculate tax on transactions or validate addresses.
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