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Where do I configure tax rules in M365 Sales Dynamics

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Posted on by mauzilla

I have setup a Powerapps powered Dynamics. I was able to setup a pricelist, modified the quote template, but came to realize that "tax" is 0. I cannot find where within Dynamics Sales I configure tax rules?

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Vahid Ghafarpour 12,168 Super User 2025 Season 2 on at

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Dynamics 365 Sales is primarily a CRM system—it tracks opportunities, quotes, and orders, but it doesn’t include a built-in tax engine.

The “Tax” field on quotes and orders is available, but you have to populate it manually or via automation.
There’s no native UI to configure tax rules like in Dynamics 365 Finance or Business Central.

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Mohsin Ali 3,634 on at

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@MS-07071543-0 - Dynamics 365 Sales does not include a native tax engine like those available in ERP systems such as Dynamics 365 Business Central or Finance. However, if the tax logic is relatively simple, you can handle it using business rules. For more complex scenarios or dynamic tax rate updates, you can implement the functionality using Power Automate for automated tax calculations and updates.

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mauzilla 32 on at

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Our intention is to use it as a "sales CRM", however, to generate quotes we need to be able to set a 15% TAX (our standard VAT amount). I would assume that TAX should be "editable" somewhere, but I have checked:

- Accounts / Leads: Nowhere where I create a "account" does it allow me to state anything regarding "TAX"

- Products / Price lists: Nowhere is there an option to specify TAX. I can enter the product price, but no TAX info

- Quotes: I can see the ( +) Total Tax field, but I cannot edit it. I can however edit the amount on the line item in the quote, but this then means for every line item the sales person would need to manually calculate the amount.

I would have expected that as part of the pricelist creation, I can add the tax amount? IT seems like such an obvious oversight as a CRM that sends quotes must atleast easily be able to state a tax amount so that quotes can be generated faster?

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