List of Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax Customers
Microsoft
One Microsoft Way,
Redmond, 98052-6399, WA,
United States
Redmond, 98052-6399, WA,
United States
1 425-882-8080
Professional Services
221000
$243.0B
Since 2010, our global team of researchers has been studying Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax for Tax Management include: Patagonia, a United States based Retail organisation with 3000 employees and revenues of $1.30 billion, Two Degrees Mobile, a New Zealand based Retail organisation with 1200 employees and revenues of $280.0 million, Hickory Farms, a United States based Retail organisation with 500 employees and revenues of $100.0 million, Learning Resources, a United States based Manufacturing organisation with 122 employees and revenues of $14.0 million and many others.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Hickory Farms | Retail | 500 | $100M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax | Tax Management | 2016 | n/a |
In 2016, Hickory Farms implemented Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax as its Tax Management solution. The deployment integrated Avalara AvaTax and Avalara Exemption Certificate Management to automate sales tax calculation and exemption handling across multichannel retail operations in the United States, enabling new omnichannel order fulfillment scenarios and improving tax accuracy.
Implementation centered on the Cash, Bank & Tax capabilities within Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax, with configuration to invoke Avalara AvaTax at transaction time and to manage exemption certificates through Avalara Exemption Certificate Management. The work included mapping retail transaction taxability rules, configuring tax jurisdictions and product taxability in the application, and extending transaction flows to surface tax decisions to point of sale and e-commerce checkout workflows.
Integrations explicitly included Avalara AvaTax, Avalara Exemption Certificate Management, and retail POS links to ensure consistent tax calculation across in-store and online channels. Operational coverage focused on finance and tax teams and retail POS operations across Hickory Farms multichannel footprint in the United States, supporting in-store fulfillment scenarios that required accurate tax determination at the point of fulfillment.
Governance and process changes emphasized centralized tax calculation and exemption certificate management within the Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax instance, aligning finance and retail workflows to a single tax decisioning path. The Avalara case study documents outcomes including enabling in-store fulfillment with correct tax calculation and reduced audit risk.
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Learning Resources | Manufacturing | 122 | $14M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax | Tax Management | 2020 | Sikich |
In 2020, Learning Resources implemented Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax to centralize Tax Management within its finance and multi‑warehouse supply chain operations in the United States. The deployment was delivered with Sikich and targeted finance functions including cash management, bank reconciliation, and tax calculation alongside supply chain planning and inventory management across multiple warehouse locations.
The implementation configured core finance modules, cash and bank workflows, and the tax calculation engine in Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax, with automation layered into accounting close and invoicing processes. Configuration emphasized standardized tax posting, automated tax calculation at transaction time, and tighter linkage between inventory movement and cost accounting to support faster forecasting and supply chain visibility.
Avalara AvaTax was integrated into the Dynamics 365 finance environment to automate tax calculation and rate determination, providing real time tax computation for sales and purchase transactions. Sikich managed the integration between Avalara AvaTax and Dynamics 365, aligning data flows for tax determiners, tax jurisdictions, and transactional taxability within the finance and supply chain ledgers.
Governance changes included centralized tax controls, revised invoice and settlement workflows, and operational handoffs between finance and warehouse teams to reduce manual intervention. The case study reports outcomes of faster forecasting and reduced manual work as direct results of the Dynamics 365 deployment and Avalara AvaTax integration, with the solution scoped to United States finance and multi‑warehouse operations.
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Patagonia | Retail | 3000 | $1.3B | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax | Tax Management | 2020 | Vertex Consulting |
In 2020 Patagonia implemented Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax as part of a United States consolidation that centralized ERP, order management and retail onto Microsoft Dynamics 365, positioning the deployment under the Tax Management category. The program aligned finance, commerce and fulfillment operations to a unified tax processing fabric supporting corporate tax and retail tax workflows.
The Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax implementation focused on tax calculation and tax automation capabilities within Dynamics 365 Finance and Dynamics 365 Commerce, configuring tax determination, jurisdictional rate resolution and automated tax posting to cash and bank ledgers. Configuration work emphasized transaction level tax calculation, exemption handling and automation of tax accounting entries to reduce manual tax maintenance across sales and payment flows.
Vertex Consulting integrated the Vertex tax engine to centralize tax calculation across e commerce, point of sale and order fulfillment channels, embedding Vertex tax decisions into Dynamics 365 transaction flows. Integrations connected the e commerce storefront, in store POS transactions, order management and fulfillment processing so that tax calculation occurred consistently before order capture and prior to finance ledger posting.
Governance and rollout combined Patagonia tax and finance ownership with Vertex Consulting implementation governance to centralize tax maintenance and process ownership across channels. The consolidated approach reduced tax maintenance work and enabled a seamless omnichannel customer experience by ensuring consistent tax treatment across commerce, retail and fulfillment operations.
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Retail | 1200 | $280M | New Zealand | Microsoft | Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax | Tax Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax for Tax Management include:
- Wyndham Hotels & Resorts, a United States based Leisure and Hospitality organization with 2200 Employees
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FAQ - APPS RUN THE WORLD Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax Coverage
Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax is a Tax Management solution from Microsoft.
Companies worldwide use Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax, from small firms to large enterprises across 21+ industries.
Organizations such as Patagonia, Two Degrees Mobile, Hickory Farms and Learning Resources are recorded users of
Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax for Tax Management.
Companies using Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax are most concentrated in Retail and Manufacturing, with adoption spanning over 21 industries.
Companies using Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax are most concentrated in United States and New Zealand, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax across Americas, EMEA, and APAC.
Companies using Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 50%, and global enterprises with 10,000+ employees - 0%.
Customers of Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Tax Management.