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Avalara AvaTax for Microsoft Dynamics 365 for Sales Release Notes

Read the release notes to learn about the latest additions, changes, and fixes to AvaTax for Microsoft Dynamics 365 for Sales.

AvaTax for Microsoft Dynamics 365 for Sales 9.1

AvaTax for Microsoft Dynamics 365 for Sales 9.1, release 9.1.0.0, April 13, 2018

New

  • Avalara AvaTax solution package for D365 for Sales is now available
  • Shipping origin is now pulled automatically from the customer/prospect record
  • Addresses can now be validated and updated on entity records

Changed

  • Country name instead of country code is now used for address validation
  • The naming convention for exemptions was changed to "Entity Use Code" from "Tax Code" in the account entity
  • You can now map to entity use "M" for educational organizations and entity use code "F" for religious organizations

Fixed

  • Corrected the date format for tax overrides
  • Fixed the issue that required the customer address and ship-to address to match in order for an exemption to be applied
  • Fixed the issue to pass product name instead of GUID's in the AvaTax log

AvaTax for Microsoft Dynamics 365 for Sales 9.0, Service Update 4

AvaTax for Microsoft Dynamics 365 for Sales 9.0, Service Update 4, release 9.0.1.0, December 29, 2017 

New

  • This is the first release of AvaTax powered by Microsoft Dynamics 365 for Sales
  • Taxable and tax exempt customer accounts now use entity use codes
  • You can now import tax codes and then apply them to a product via the product record. (If Taxable isn't selected, a tax code is treated as non-taxable.)
  • You can now validate an address on a quote, order, or invoice without updating the original customer record
  • Added the option in AvaTax configuration to enable logging. If enabled, AvaTax activities are automatically logged and can be seen in the AvaTax logs entity. Only enable logging if you have been instructed to do so by Avalara Support because it can significantly slow down your service.
  • Added ability to override tax calculation

Older releases