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Avalara Help Center

Connect Microsoft Dynamics 365 for Finance and Operations to AvaTax

After you create your initial company profile, the next step is to connect your business application or system to AvaTax through an integration, software that enables the flow of transactions to AvaTax. 

Before you begin

You must be an administrator to connect your business application to AvaTax. Ask the person that manages your business application if you need help.

Steps

  1. Get your license key.
    Check your email for a license key or create one now.
  2. Get your integration.
    Download software that enables a connection between Microsoft Dynamics 365 for Finance and Operations and AvaTax.
  3. Install the AvaTax integration for Microsoft Dynamics 365 for Finance and Operations.
    Install the integration software.  
  4. Establish a connection between Microsoft Dynamics 365 for Finance and Operations and AvaTax.
    Enter your account information to start transactions flowing to AvaTax for tax calculation.