I was wondering if there is a setting in CRM in the following areas for creating whether to charge tax or not. We would like to assign certain products which will not calculate tax on a quote or order. At the same time we would like to mark a customer as not taxable so that the orders and quotes will not calculate taxes.
I couldn't find this setting anywhere in the items or customers. I was wondering if this is available or is this something that needs to be customized.
Hi swenger7! I think you might need help of a professional there. My company is using Dynamics CRM if we had any problem our professional would help us. Here is a link to their website vastasys.com. I hope you can get better help from them.