Stop Manual Tax Work with AI Agents in Microsoft Dynamics 365 | Avalara Interview

Compliance automation just got a major upgrade. In this interview, Jayme Fishman, Avalara's Chief Strategy and Product Officer, breaks down how agentic AI is transforming tax and compliance for Microsoft Dynamics 365 users.

Discover how AI agents are going beyond chatbots to actually execute tasks, work across systems, and catch compliance issues before they reach your ERP. We cover real examples including AI that lives in your browser to guide Dynamics implementations and AI in Outlook that validates invoices before they hit your system.

🔑 Key Topics Covered: • What "agentic AI" actually means and why it matters • How MCP servers enable AI agents to interact with Dynamics 365 • Real-world examples: Chrome extension for onboarding, Outlook agent for invoice validation • Avi Everywhere: Avalara's AI agent that orchestrates compliance tasks • Human-in-the-loop approach for maintaining trust and accuracy • Agent-to-agent communication: the next frontier in compliance automation • Why early adopters gain a competitive advantage

💡 Perfect for:

Microsoft Dynamics 365 users and administrators

Finance and accounting teams handling tax compliance

IT leaders evaluating AI automation tools

Business leaders looking for competitive advantages

Whether you're struggling with multi-jurisdiction tax calculations, exemption certificate management, or just want to understand where compliance technology is headed, this conversation offers practical insights you can apply today.

🎯 Attending Convergence AI + ERP in Miami? Learn why the Avalara booth is worth stopping by and what you'll discover about transforming your compliance function.

⏱️ Timestamps: 0:00 - Introduction: What is agentic AI? 2:15 - Why Avalara developed this approach now 4:30 - Jayme's background and role at Avalara 5:45 - How Avalara's AI agents actually work 9:20 - MCP servers and Avi Everywhere explained 12:40 - Balancing automation with human oversight 15:25 - How this enhances Microsoft Dynamics 365 17:50 - Real customer examples with Dynamics users 22:10 - AI's role in the transformation story 25:30 - Future predictions: agent-to-agent communications 28:15 - Why visit Avalara at Convergence 29:45 - Final message about the future of compliance.

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