07-04-2025

Streamlining Tax-Exempt Sales in Microsoft Dynamics

14:00 - 14:30 Primrose 5(10) Back to event schedule

Managing tax-exempt sales is complex—but with the right strategies, Microsoft Dynamics partners can help their customers reduce compliance risks and improve efficiency. Join Avalara's Melissa Craig and Dave Bollenbach for an in-depth look at advanced exemption certificate management, including nexus considerations, audit preparedness, and automation opportunities within Microsoft Dynamics Business Central.

In this 30-minute session, you'll learn how to:
✔ Navigate exemption rules—Understand nexus implications and common exemption scenarios
✔ Optimize certificate management—Streamline storage, expiration tracking, and renewal workflows
✔ Mitigate audit risks—Prepare for exemption-related audits and address drop-shipping challenges
✔ Leverage automation—See how Avalara's solutions integrate with Dynamics to simplify compliance

Don't miss this opportunity to gain actionable insights and help your customers stay compliant while reducing manual processes.

Speakers:

Melissa Craig

Sr. Manager, Strategic Alliances

Melissa is a Sr. Manager with 7 mid-market Strategic Alliance Managers. Specializes in working with mid-market/enterprise ERP partners to bring end-to-end tax compliance solutions to their clients.