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Agent passport

Vertex Configuration Agent for Microsoft Dynamics 365

Vertex Configuration Agent is an agentic solution to maintain and automate tax compliance in D365

Category
AI Apps and Agents
Registry category
Finance & AccountingFraud, Risk & Compliance
Vendor
Vertex, Inc
Location
Not disclosed
Reviews
Not rated (0 reviews on the listing)
Listed on
Microsoft Marketplace
Pricing
Not stated
Overall Provenance
2.1/10Low
High 7–10Moderate 3–6.9Low 0–2.9

Each fact carries one Provenance score: the average of its Disclosure and Evidence scores, the same rule the page uses for the overall score. Click any score to see the math behind it.

Vendor Provenance

Who actually operates this agent.

2.1 / 10
Data element
Answer
Provenance
Source
Legal entity
Vertex, Inc
Publisher name on the listing; not matched to an outside company record
High
HQ address
Not disclosed
No headquarters on the listing or an outside record
Low
No source on record
Ownership
Not disclosed
No ownership on record
Low
No source on record
Industry
Not disclosed
Low
No source on record
Employee count
Not disclosed
Low
No source on record
Founded
Not disclosed
Low
No source on record
Revenue
Not disclosed
Low
No source on record
About
Vertex Configuration Agent is an agentic solution to maintain and automate tax compliance in D365
Publisher description
High

Build Provenance

What the agent is built on.

2.8 / 10
Data element
Answer
Provenance
Source
Foundation model
Not disclosed on this listing
Low
No source on record
Training data (model)
Not disclosed on this listing
No source discloses model training data
Low
No source on record
Agent framework / tools
CoPilot Studio
From the listing
High
Hosting model
Not disclosed on this listing
Low
No source on record
Version history
1.0
Registry saw 3 distinct listing states across 9 captures
High

Reach Provenance

How the agent is distributed and adopted.

4.4 / 10
Data element
Answer
Provenance
Source
Distribution channel(s)
Microsoft Marketplace
Via Dynamics 365
High
Review volume & rating
Not available
No ratings on the listing
Low
No source on record
Comments (pros)
Not available
No review text on record, so no pros could be drawn from user comments
—
No source on record
Comments (cons)
Not available
No review text on record, so no cons could be drawn from user comments
—
No source on record
Listing tenure
Not disclosed
No listed since date; last updated 2026-06-29
—
No source on record
Multi-channel presence
Single-channel
Listed on Microsoft Marketplace only in the registry
High
Public community signal
Not disclosed
No public GitHub, Discord or community metrics found
Low
No source on record
# installs
Not reported
Popularity index 0.00 on the marketplace; not an install count
—
No source on record
Listing type
Standard marketplace listing
From the listing
High

Data Provenance

What the vendor discloses about data handling.

1.4 / 10
Data element
Answer
Provenance
Source
Operational data sources
Not disclosed
Low
No source on record
Data residency
Not disclosed
Low
No source on record
Retention & deletion
Not disclosed
Low
No source on record
Published documentation
Legal links on the listing: Privacy Policy, License Terms
Links on the listing; documents not fetched by the registry
High
Data access requirements
Not explicitly disclosed
No OAuth scope or permission list found on the listing
Low
No source on record

Compliance Provenance

What standards the vendor meets, and who verified them.

0.0 / 10
Data element
Answer
Provenance
Source
Security
SOC 2
None on record
Low
No source on record
ISO/IEC 27001
None on record
Low
No source on record
ISO/IEC 27002
None on record
—
No source on record
ISO/IEC 27017
None on record
—
No source on record
SOC 3
None on record
—
No source on record
CSA STAR
None on record
—
No source on record
Privacy
GDPR
None on record
Low
No source on record
COPPA
None on record
—
No source on record
FERPA
None on record
—
No source on record
ISO/IEC 27018
None on record
—
No source on record
Health
HIPAA
None on record
Low
No source on record
HITRUST CSF
None on record
—
No source on record
Financial
SOC 1
None on record
—
No source on record
PCI DSS
None on record
—
No source on record
SOX
None on record
—
No source on record
Government
FedRAMP
Not found on the FedRAMP Marketplace
Checked by the vendor's web domain on 2026-08-27
Low
CMMC
None on record
Low
No source on record
NIST SP 800-171
None on record
—
No source on record
AI
NIST AI RMF
None on record
Low
No source on record
Platform
3rd party certification
None on record
Low
No source on record

What the publisher says

Vertex Configuration Agent for Dynamics 365

The Vertex Configuration Agent is an AI‑powered automation solution that keeps Microsoft Dynamics 365 Finance & Supply Chain and Vertex O Series continuously aligned. Built on Microsoft’s AI ecosystem, it autonomously monitors master data changes, triggers the right tax configuration updates, and helps ensure your systems stay synchronized and compliant without manual effort.

Key Features

Show the rest of the publisher’s description (15 more lines)
  • Autonomous Monitoring: Detects new products, customer exemptions, warehouse locations, legal entities, and registrations in Dynamics 365.
  • Intelligent Data Exchange: Sends business changes and contextual details to the Vertex O Series for Azure Agent for analysis.
  • Automated Configuration Updates: Applies required tax configuration changes to keep Dynamics 365 and Vertex O Series in sync.
  • Human‑in‑the‑Loop Approval: Users review and approve updates via Adaptive Cards in Microsoft Teams or Outlook.

Key Benefits

  • Accelerated Initial Onboarding of the Vertex Tax Engine: Tax engine configuration recommendations are created based on Microsoft Dynamics 365 Finance Supply Chain setup allowing users to rapidly activate and configure Vertex O Series without heavy implementation services
  • Accelerated Configuration Maintenance: By automatically detecting changes in master data, the AI agent can proactively update product configuration in Vertex O Series, helping ensure Microsoft Dynamics 365 Finance Supply Chain and Vertex O Series remain in sync.
  • Reduced Audit Risk: By keeping the Vertex tax engine aligned with Microsoft Dynamics 365, the Vertex O Series tax engine can accurately represent business operations from the perspective of a central tax policy with less risk of manual error than ever before allowing for highly accurate tax determination and compliance.
  • Operational Efficiency: Eliminates manual data synchronization and reduces administrative overhead.
  • Real-Time Control Over Customer Exceptions: Delivers immediate visibility and governance for exemption certificates directly within Dynamics 365, helping ensure more accurate compliance data, reducing audit risk, and improving operational efficiency.
  • Experience enhanced accuracy with total and complete system synchronization as your business evolves.
  • Increase your return on investment for Vertex O Series.

The Vertex Configuration Agent for Microsoft's Dynamics 365 showcases the power of agent-to-agent solutions powered by Microsoft CoPilot Studio, Microsoft MCP Servers, and Azure AI Foundry. This strategic solution reaffirms the Vertex commitment to

providing reliable and progressive tax and compliance solutions to our clients.

Experience the future of tax compliance with Vertex Configuration Agent for Dynamics 365 where innovation meets reliability.

Preview

1 image

Linked repositories

Unknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed.

Publisher resources

Sources

Reading the score

Disclosure · how many sources corroborate it

NoneNo source has it. Shown red, because Unknown means Unknown.
1 sourceA single place has it. A listing and its certification page and policy docs on one marketplace count as one source.
2+ contestedTwo or more sources cover it but they do not agree. The disagreement is shown, never dropped.
2+ agreeingTwo or more genuinely separate sources agree: another marketplace, or an outside record.
Steps below are possible but not automated yet, so today they sit open.
SettleTop confirmedSettleTop confirms it directly.

Evidence · what kind of evidence backs it

NoneNo source discloses it.
PublicPublicly available info, such as reviews, listing age, or vendor firmographics like legal entity and headquarters.
Vendor statedThe vendor's own claim on its marketplace listing, website, or policy documents.
Self-attestedThe vendor's self-attested certification or operator program, a marketplace program rather than an independent audit.
Steps below are possible but not automated yet, so today they sit open.
Vendor providedThe vendor hands SettleTop the underlying material, such as an SBOM or a data policy.
Vendor attestedThe vendor signs an attestation to SettleTop.
SettleTop verifiedSettleTop verifies it directly.

The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.

Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.

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