Install Connector for Microsoft Dynamics 365 Finance and Operations
This article applies to:Connector 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 a deployable package (Manual install using the command line)
- (Preferred) Use Microsoft Dynamics Lifecycle Services (LCS) 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
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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. |
Using LCS to deploy the package
Steps
- In AvaTax, go to Settings > Integrations.
- 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.
- Log into Microsoft Dynamics Lifecycle Services console.
- Upload the downloaded deployable package to the Asset Library > Software Deployable Package.
- To apply the deployable package, follow the steps mentioned here.
- Follow the steps to establish a connection between Microsoft Dynamics 365 Finance and Operations and AvaTax.
Manual deployment using the command line
Steps
- In AvaTax, go to Settings > Integrations.
- 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.
- Log in to the environment via the remote desktop where you want to install the deployable package.
- To apply the deployable package, follow the steps mentioned here.
- Follow the steps to establish a connection between Microsoft Dynamics 365 Finance and Operations and AvaTax.