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Update to the latest version of Connector for Microsoft Dynamics 365 Finance and Operations

Update to the latest version of Connector for Microsoft Dynamics 365 Finance and Operations to make sure you have all the latest features and fixes. These steps apply to major updates.

To check your version and update it: 

  1. Compare version numbers to see if you need to update:
    1. Check the release notes for the latest version number.
    2. Find your installed version number in Microsoft Dynamics 365 Finance and Operations at Modules > Avalara AvaTax > Setup > Set Up the AvaTax Connector > About Avalara.
  2. Back up your database.
  3. Uninstall Connector from Microsoft Dynamics 365 Finance and Operations by running the uninstall wizard in Microsoft Dynamics 365 Finance and Operations at Modules > Avalara AvaTax > Setup > Uninstall AvaTax.
  4. Follow the steps to install Connector for Microsoft Dynamics 365 Finance and Operations.
  5. Follow the steps to Establish a connection between Microsoft Dynamics 365 Finance and Operations and AvaTax.