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Install the AvaTax integration for Microsoft Dynamics 365 Finance and Operations

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This article applies to:AvaTax for Microsoft Dynamics 365 Finance and Operations

Download and install Connector for Microsoft Dynamics 365 Finance and Operations. There are different ways to deploy AvaTax depending on your environment. 

  • Use model files when deploying Connector for Microsoft Dynamics 365 Finance and Operations to a development environment. This is the preferred installation method and the one we outline in the steps that follow.
  • Use a deployable package (manually or using Lifecycle Services) to install Connector for Microsoft Dynamics 365 Finance and Operations for these environments:
    • Multi-ISV solution environments
    • Staging or production environments with the assumption that all UAT is done and there aren't any errors
    • Multi-ISV solution environments.
      We recommend testing AvaTax in a UAT or sandbox environment with your other ISV software before deploying to a production environment.

Steps

  1. In Avalara, go to Settings > Integrations.
  2. On the Manage tab, on the tile for Connector for Microsoft Dynamics 365 Finance and Operations, select See Connector Versions and then select Download next to the latest version.
  3. Import the model file using the ModelUtil.exe utility.
    1. Run Command Prompt as an Administrator and navigate to the Bin folder in the Packages directory (typically C:\Packages\Bin or C:\AosService\PackagesLocalDirectory\Bin).
    2. Execute the following:ModelUtil.exe -import -metadatastorepath=[path of the metadata store where model should be imported] -file=[full path of the file to import]
      Example: ModelUtil.exe -import -metadatastorepath="C:\AOSService\PackagesLocalDirectory" -file="C:\Temp\AVA Model-Avalara, Inc..axmodel
  4. Build the imported models in Visual Studio.
  5. Synchronize the database in Visual Studio.