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Install and Configure Avalara AvaTax for Microsoft Dynamics CRM

After you activate AvaTax and set up your company profile, install and configure AvaTax 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 for your accounting software

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

  1. In AvaTax, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into AvaTax.
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install AvaTax 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. Complete the wizard to install the AvaTax for Microsoft Dynamics CRM.

Configure AvaTax 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.
      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 account. Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax. 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

      Commit

      Optional: If this option is enabled, transactions are automatically committed to AvaTax. The Doc Status of this transaction is shown as Committed in AvaTax. Generally recommended to disable this option if you want to validate addressesHoverTT.png or calculate sales tax using AvaTax.
      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 to calculate tax on transactions or validate addresses.