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Install 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. 

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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

  1. In AvaTax, 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. Log into Microsoft Dynamics Lifecycle Services console.
  4. Upload the downloaded deployable package to the Asset LibrarySoftware Deployable Package.
  5. To apply the deployable package, follow the steps mentioned here.
  6. Follow the steps to establish a connection between Microsoft Dynamics 365 Finance and Operations and AvaTax.

Manual deployment using the command line

Steps

  1. In AvaTax, 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. Log in to the environment via the remote desktop where you want to install the deployable package.
  4. To apply the deployable package, follow the steps mentioned here.
  5. Follow the steps to establish a connection between Microsoft Dynamics 365 Finance and Operations and AvaTax.