Compatible With:
• Dynamics CRM 4.0 (On Premise / Partner Hosted)
• Dynamics CRM 2011 (Online / On Premise / Partner Hosted)
Save Time
Microsoft Dynamics CRM does not currently have a tax function which means you either have to manually calculate tax and add it on to the pricing or write some code to add this functionality. With this tool we have taken away the hassle of all of this. By just adding in the tax rate your tax can be automatically calculated, saving you a great deal of time.
Save Money
Gain greater efficiency and productivity within your organisation. Through automation of tax calculation the time you save can be spent elsewhere on more important tasks and you will benefit from a positive impact on your bottom line.
Maintain Accuracy
Laborious manual calculation and input leaves room for error to creep in which in turn can negatively affect your organisation in many ways. This reliable tool will greatly reduce the risk and likelihood of error and you will add value to your organisation by maintaining and delivering accurate information.
A Sustainable Tool
Our Dynamics CRM mTax tool will remain a current and reliable tool well into the future. It was designed to easily cope with changes as they occur. There will be no need to update the entire system, if the tax rate changes you just update the number in the tax rate function and you’re ready to go, all tax calculations will be automatically updated.
How it Works:
Our Dynamics CRM mTax Tool adds new automatic tax calculating functionality to your Dynamics CRM system. You input the tax rate into one box, for example the current New Zealand GST rate of 15 per cent; you enter ‘15’ into the tax field.
Your Dynamics CRM system will automatically calculate and apply the specified tax rate. You also have the ability to turn the tax function on or off (apply the tax or not) on any record or entity – even custom ones. You can also define you own tax label rules for example GST or VAT.
This tool can handle any tax rate or currency – not just New Zealand. Just enter the tax rate into the required field as explained above and that specified rate will be applied.
As we all know, and have experienced first-hand in New Zealand recently, tax rates are subject to change. With this tool, this is not a worry. If the tax rate changes you will only have to amend one number and you will be good to go with tax calculations automatically updated.
Specs
• Version: 1.0.0
• Release Date: October 14, 2010
• End Support Date: *October 31, 2012
Requirements:
• Microsoft Dynamics CRM 4.0 (Rollup 7 or above)
• .NET 3.5 SP1
• Administrator Access
* Expected to be supported at least through to this date.