Vertex Configuration Agent for Microsoft Dynamics 365
Vertex, Inc · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
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.
Show the rest of the publisher’s description (16 more lines)
Key Features
- 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.
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
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5 linksLinked repositories
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