Efficient & Effortless Automatic Tax Calculations within Dynamics 365 CRM - Auto Tax Calculator

About This Solution

Automatic Tax Calculations and AvaTax Integration within Dynamics 365 CRM
Auto Tax Calculator enables users to calculate tax automatically within Dynamics 365 for Sales. With this productivity app, there is no further need to calculate tax manually which increases the accuracy and efficiency of users. Your taxes can be applied correctly the first time, thereby saving your time and effort during tax season.

Auto Tax Calculator is available for Dynamics 365 8.2 & above. It supports Dynamics 365 On-Premises & Online.

Features

  • Automatic Tax Calculation: Calculate tax automatically for OOB entities – Opportunity, Quote, Order and Invoice
  • Tax Schedules & Details: Create specific Tax Schedules and Tax Details to calculate taxes automatically
  • Country-based Tax Calculation: Apply different approach for tax calculation based on country selected by users– USA or Other.
  • AvaTax Integration: Seamless integration with AvaTax from Avalara
  • Geolocational Tax Calculation: Calculate taxes as per the rules and regulations stated for specific geographical locations using AvaTax

More About This Vendor

Inogic is a leading Microsoft Gold ISV Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently have more than 75+ techno-functional members working with exclusive focus on Microsoft Dynamics 365 CRM / Power Platform. We offer productivity apps and Dynamics 365 CRM offshore development services including Power Platform( Power AppsPower AutomatePower BI, and Power Apps Portals) to help organizations improve their business processes and achieve high ROI. Inogic believes in spreading its knowledgebase and expertise demonstrated by thousands of blogs which are quite popular in the Dynamics community. Inogic apps for Dynamics 365 CRM/Dataverse (Power Apps) are rated as Microsoft Preferred Solutions on Microsoft AppSource and streamlined to drive better Sales and improve the Services of an organization.

Our Productivity apps:

Maplytics™ - Maplytics™ is a market-leading geo-analytical mapping app for Dynamics 365 CRM /Dataverse (Power Apps). Maplytics empowers its users with Geographical Data Visualization and Locational Insights. Users can utilize features like Radius Search, Appointment Planning, Optimized Map Routing, Truck Routing, Heat Maps, Census Data, Territory Management, and much more to drive better sales and engage the right customers at the right time and at the right location!

Attach2Dynamics – Cloud storage options like Dropbox, Azure Blob Storage, and SharePoint is now seamlessly integrated within Dynamics 365 CRM/Dataverse (Power Apps) to allow for easy access to files related to CRM records including drag and drop, upload, download, and other features. Save on Dynamics 365 CRM storage space by moving attachments including notes, email & sales literature attachments to cloud storage options of your choice.

SharePoint Security Sync – SharePoint Security Sync is a comprehensive solution for integrating Dynamics 365 CRM with SharePoint for managing files and folders. It syncs Dynamics 365 CRM security model with SharePoint and assures same level of security for documents and records.

Kanban Board – Visualize Dynamics 365 CRM/Dataverse (Power Apps) data in Kanban View. Organize and categorize records in lanes and rows for easy analyzation of data.

Map My Relationships – Get Mind Map view of Dynamics 365 CRM/Dataverse (Power Apps) data on a form. Visualize relationships between entities or related records, manage connections and get 360 degrees of information in a single view.

Lead Assignment and Distribution Automation  – Automate distribution and assignment of lead (or any other entity records) in Dynamics 365 CRM/Dataverse (Power Apps) through Round Robin algorithm based on the individual capacity of each user.

Alerts4Dynamics – Alerts and notification system for Dynamics 365 CRM/Dataverse (Power Apps). Ability to create record level as well as global alerts and notification and configure visibility based on users and security roles.

Marketing4Dynamics –Sync Mailchimp and Dynamics 365 CRM customers along with their marketing statistics data ensuring easy and quick access to information without navigating from one application to another.

Subscription and Recurring Billing Management – A robust platform for all subscription-based businesses to seamlessly manage and streamline subscriptions, recurring billing, and tax calculations within Dynamics 365 CRM.

Auto Tax Calculator - Eliminate manual calculations, increase accuracy, and save time with automated approach to tax calculation directly within Dynamics 365 CRM.

InoLink – Two-way integration with Intuit QuickBooks to push customer, product, quote, invoice to QuickBooks and provide a 360-degree view of Customer financial history from within Dynamics 365 CRM.

User Adoption Monitor – Improve user adoption by tracking user actions in CRM and help improve business processes and increase productivity and ROI from your Dynamics 365 CRM/Dataverse (Power Apps) investment.

Click2Clone – Clone/Copy Dynamics 365 CRM/Dataverse (Power Apps) records including related child relationships or create multiple copies of any given record in a single click.

Click2Export – Automate export of reports and document templates (Word, Excel, Email)  from Dynamics 365 CRM to PDF, Word, Excel, CSV or TIFF and sent out as an email attachment. Set up automated schedule to export and email the reports as well.

Click2Undo – Undo recent changes or past changes made to any Dynamics CRM records and restore deleted records in just one click.