Tax Processing for Dynamics CRM

Name: Work 365
Price range: $

Eliminate manual calculations, increase accuracy, save time for your entire team and focus on growing your Recurring Revenue

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Explore the Features

Tax Processing allows users to select the setup that best fits their unique business needs

Flexible Taxes

Create tax details designed to capture the essentials of a given tax, such as percentage by location

Assign Taxes for Different Customer Contracts

Have the flexibility to assign different tax rates to different customer contracts

Automatic Tax Calculation

Arrange your affairs in a tax effective manner. Have peace of mind knowing your taxes are being auto-generated

Rate-Based Tax, No Tax Calculation and more

Extremely flexible, our application let you choose different methods for tax calculations. For example, leverage Direct Rate when the tax applies to all transactions

Tax Breakup Report

When the taxes are calculated, the system stores calculations per tax rate which had been defined, and selected on the customer’s billing contract. The tax breakdown is also available in the invoice

Tax Countries

You can specify tax for each product through customer subscriptions

The Work 365 Difference

Have complete control of your data

It’s your Data. We don’t host your customer or pricing data

Simple, familiar pricing model

Your price is not based on value

Built on the Dynamics 365 and Power Platform

Leverage the platform you are already using

Built by people who understand your business

Used by hundreds of partner around the world

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What Are Our Customers Saying?

“We scaled to over 6,000 licenses without adding another support person. Onboarding each new customer took up to an hour but now we can do it in 3 minutes or less, saving us over 100s of hours since June 2018. Because of these efficiencies, our project-ed growth for our CSP business is 300%”

Donavan Lane Innovia

“Our customers have a better perception of our agility and ser-vice thanks to Work 365”

Roberto GironINSYSS

“Though it took us some effort to transition into Work 365, it has been well worth it. The system is providing immediate benefits within just days of cutting the ribbon”

Thomas CarpeLiquid Mercury Solutions

“We could have gone with a local vendor but wanted to work with a company that could support the same platform across all our regions”

Alex Martynov365Solutions

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Install Work 365 app from AppSource here.

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