Power efficiency across your equipment lifecycle with one unified ERP, CRM, and DMS solution

Gain intelligent control over maintenance, inventory, rentals, fleet, and more with A365, an evergreen, AI-driven platform built on Microsoft technologies.

Power your possibilities with A365

The equipment industry faces unique challenges—managing complex inventories, ensuring timely maintenance, and meeting diverse customer demands. Success requires tools that adapt to your operations and scale with your ambitions.

That’s where A365 comes in.

Whether you need a complete, all-in-one solution or specific modules to address key business areas in your equipment business, A365 empowers you to streamline operations, improve service, and boost customer satisfaction.

Choose what works for you:

Transform your equipment business with enhanced customer engagement, streamlined processes, and AI-driven insights through the A365 Sales module, turning sales into a strategic growth driver.

Capabilities

✔ Sales management	✔ Warranty management
✔ Sales pricing management	✔ Demo & loan machines
✔ Used equipment sales	✔ Trade-ins/multiple trading cycles
✔ Equipment configuration options	✔ Pre-delivery Inspection (PDI) & commissioning
✔ Insurance & finance contracts	✔ Contracts & projects management

Personalized for the below business roles:

✔ Fleet Director	✔ Region Sales Manager
✔ Sales Manager	✔ Importer Sales Manager
✔ Fleet Sales Manager	✔ Importer Dealer Manager
✔ Brand Manager	✔ Fleet Business Controller
✔ Purchaser	✔ Sales Advisor
✔ Sales Assistant	✔ Used Car Coordinator
✔ Used Car Sales Manager	✔ PDI Operator

Components:

A365 Sales Inspection

Ensure faster, more accurate assessments for pre-delivery and trade-in equipment inspections with A365 Sales Inspection, improving operational efficiency and customer satisfaction.

A365 Aftersales empowers equipment businesses to minimize downtime, optimize service operations, and enhance customer experiences with AI-powered analytics and efficient warranty management.

Capabilities

✔ Appointment scheduling	✔ Workflow management
✔ Diagnosis tools	✔ Parts management
✔ Service documentation	✔ Quality assurance
✔ Service reporting	✔ Resource management & allocation
✔ Billing & invoicing	✔ Workflow monitoring

Personalized for the below business roles:

✔ Head of Aftersales	✔ Service Production Manager
✔ Parts Manager	✔ Preparation Manager
✔ Service Manager	✔ Technical Manager
✔ Bodyshop Manager	✔ Parts Purchases
✔ Parts Sales	✔ Warranty Administrator
✔ Warranty Processor	✔ Service Advisor
✔ Service Planner	✔ Body Damage Appraiser
✔ MOT Controller	✔ Paint Foreman
✔ Panel Beater	✔ Spray Painter
✔ Workshop Mechanic	✔ Field Mechanic

Components:

A365 Service Center

Drive operational efficiency by automating tasks, improving technician productivity, and streamlining customer communication with A365 Service Center.

A365 Field Mechanic

Enhance mobile service efficiency with A365 Field Mechanic, enabling real-time updates, optimized schedules, and seamless communication between technicians and service teams.

A365 Workshop Mechanic

Equip workshop mechanics with real-time access to repair guides, service history, and parts availability through A365 Workshop Mechanic, speeding up diagnostics and repairs.

A365 Aftersales Inspections

Conduct accurate inspections and ensure compliance with industry standards using A365 Aftersales Inspections, complete with digital checklists and automated reporting.

A365 AI Agent for Service Center

Improve service center efficiency and deliver personalized support with A365 AI Agent for Service Center, automating scheduling and enhancing customer satisfaction.

Simplify dealership operations with the A365 Dealer Portal, a centralized platform that enhances collaboration with OEMs, streamlines inventory tracking, and boosts customer engagement.

Capabilities

✔ Equipment orders	✔ Dealer profiles
✔ Parts orders	✔ Scheduled service
✔ Case management	✔ Cost control
✔ Dealership quality & compliance	✔ Warranty claims management

Personalized for the below business roles:

✔ Parts Manager	✔ Parts Purchaser
✔ Warranty Administrator	✔ Sales Manager

Maximize operational efficiency for equipment rentals and fleet management with A365 Rental & Fleet, leveraging real-time tracking and predictive maintenance to reduce downtime.

Capabilities

✔ Equipment catalog	✔ RPO management
✔ Real-time availabilty tracking	✔ Automated updates on rental rates & pricing
✔ Quotation management	✔ Contract management
✔ Equipment inspection	✔ Maintenance scheduling
✔ Billing & invoicing	✔ Reporting & analytics

Personalized for the below business roles:

✔ Rental Advisor

✔ Rental Manager

✔ Rental Vechicle Inspector

Components:

Rental & Fleet Inspections

Conduct reliable inspections and ensure your rental and fleet equipment is always in top condition with A365 Rental & Fleet Inspections, streamlining processes and boosting uptime.

Why A365?

Seamless integration

Seamless integration

Built on Microsoft Dynamics 365, Azure, the Power Platform, and Microsoft Copilot.

Seamless integration

Real-time insights

Real-time insights

Make informed decisions with up-to-the-minute data.

Real-time insights

Scalability & security

Scalability & security

Grow with confidence, backed by enterprise-grade infrastructure.

Scalability & security

We offer solutions to various equipment businesses including:

Discover the A365 Digital Experience Center: Your business transformation starts here

Explore | Learn | Transform

In the A365 Digital Experience Center, you’ll get an exclusive, interactive demo to see how A365’s game-changing functionalities can simplify your operations and drive real business results.

See how global equipment brands use A365 to optimize their business

From siloed systems to integrated performance

TBF Thompson was looking for an advanced business management solution that would reduce data duplication, provide performance indicators in labour productivity, increase business visibility, facilitate connectivity of third-party systems and a system that provides flexibility to cope with future business needs.  

After the implementation of A365, the company found an ERP that would match their operational needs, offer exceptional levels of customer service, and provide an innovative approach to systematically future proof the business.

From fragmented growth to streamlined efficiencies

With six different business areas and 110 companies now in the group, Danish Agro found it lacked a solid growth strategy. Danish Agro chose A365 as an industry-oriented business solution specifically developed to handle the management and maintenance of vehicles and other capital-intensive equipment.  

Today, Danish Agro is well on its way to further success with a global template for their business platform. The company now has the functionalities needed and can sell agricultural machinery, while handling the entire aftermarket professionally and cost-effectively.

Learn more about the success of our customers

Manufacturer

Forestry equipment global manufacturer selects Annata for company-wide digitization

Importer

Swiss agricultural equipment and machinery supplier accelerates cloud migration with Annata

Manufacturer

Annata selected to digitally transform distribution channel of agricultural equipment manufacturer

Resource hub

Discover our latest publications, including ebooks, factsheets, brochures, and more. Dive into recorded sessions from past webinars to gain valuable insights into industry trends and transformative ideas for your business.

Automotive

Discover why our customers trust us to power their transformation

Trucks & buses

From outdated systems to a roadmap of streamlined efficiency

Equipment

Annata, the preferred solution partner for the equipment industry

Ready to connect the dots?

Complete the form, and we’ll reach out to better understand your business needs to help you power new possibilities for your business.

Access e-book “Annata, the preferred solution partner for the equipment industry”

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Access infographic “Equipment – From siloed operations to harmonized workflows“

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Access e-book “Powering operational excellence for trucks & buses businesses”

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Access the full webinar video by filling in the form below.

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• Receive marketing materials from Annata on the latest product insights and news.

Annata picked for superior material handling performance by Leading North American equipment dealer

North America

Dealer

A prominent material handling equipment dealer, with a network spanning over 60 locations across North America, is committed to delivering a comprehensive range of services, including new and used equipment, rentals, parts, service solutions, and training, with a strong emphasis on exceptional customer service.

The collaboration between Annata and Microsoft that led to the successful partnership with the customer was built on a foundation of team expertise and trust, ensuring a strong working relationship.

In their initiative to replace the current system, the company aspired to migrate to a modern, Azure cloud-based platform to optimize their Microsoft Dynamics investment. The primary goals included achieving business transformation, ensuring scalability, and eliminating system performance constraints.

The decision to upgrade to Dynamics 365 stemmed from challenges such as instability, poor performance, and growth limitations experienced in their previous solution installation.

The overarching objective was to address these issues and enhance the overall efficiency and stability of their operational environment. Annata’s offering stood out with its comprehensive equipment lifecycle functionality, addressing the customer’s specific needs in a tailored manner. System performance and adherence to Independent Software Vendor (ISV) compliance were pivotal aspects that contributed to the decision, assuring the customer of a robust and reliable solution.

Annata’s commitment to ongoing development, reflected in their ecosystem investment and roadmap, aligned well with the customer’s long-term goals. Microsoft’s Proof of Concept (POC) support played a crucial role in demonstrating the capabilities of the proposed Dynamics 365 solution.

The success of the partnership was further cemented by the strong collaboration and partnership ethos shared between Annata and Microsoft, ensuring a holistic and effective approach to meeting the customer’s requirement.

Automotive powerhouse selects A365 for next-level business optimization

North America

Distributor

A privately-owned enterprise with a significant presence in the automotive industry, operates as a key distributor for a globally recognized automotive brand. As the largest independent distributor for this brand on a global scale, the division serves a network over 150 independent dealerships.

Previously relying on an outdated “Green Screen” system and managing a complex network of around 200 applications, the company recognized the need for a transformative change. The existing system, developed over 25 years, had become inadequate for evolving dealer needs, leading to technical debt rather than delivering value. To address this, the enterprise sought a modern solution to meet the dynamic requirements of the automotive industry and enhance overall operational efficiency. The Microsoft Dynamics 365 and A365 combination were selected to improve forecasting, streamline vehicle ordering processes, and reduce lead times from inspection to final delivery.

The enterprise now leverages the full A365 platform, including warranty management and rental services, to optimize its operations. The pivotal factor in selecting this solution was the ability to offer a platform tailored to the automotive industry, providing comprehensive visibility, management, and controls throughout the entire vehicle lifecycle. This capability formed the cornerstone of a compelling value narrative, resonating strongly with a diverse group of stakeholders.

The decision to choose Microsoft Dynamics and A365 exemplified a strategic approach, wherein technology was prioritized first, aligning subsequently with the market for a systems integrator. This decision underscored the strategic fit of the chosen technology to the specific needs of the enterprise, setting the stage for a successful implementation and business transformation.

Key automotive importer and dealer adopts A365 for comprehensive operational enhancement

Latin America

Importer and dealer

Founded in 1963 in Latin America, this key player in the local automotive industry has solidified its standing among the top groups in the sector. Over six decades, the company has maintained consistent growth, establishing a robust financial foundation.

Central to their success is a commitment to transparent management, enabling them to overcome challenges. The company prioritizes key strategic pillars, including business sustainability, delivering exceptional customer experiences, nurturing a skilled workforce, embracing technology, and forming strategic alliances. These pillars reflect the company’s comprehensive approach to ensuring long-term success and resilience in the dynamic automotive industry.

To enhance their operations, the company opted for Dynamics 365 Finance & Operations combined with A365 and Dynamics 365 Customer Engagement combined with A365. In the evaluation process, various global and regional players were considered, with the chosen combination ultimately selected based on key factors.

The decision to choose this particular combination was influenced by factors such as embracing new technologies for future growth, an abundance of experienced consultants for technology implementation, a holistic solution with cloud hosting and flexible services, and an excellent cost-benefit Total Cost of Ownership (TCO) ratio.

Additionally, the choice of Annata was motivated by their extensive expertise in the automotive sector, a strong market presence, a robust research and development (R&D) plan, and certification capabilities with a cost-effective Total Cost of Ownership (TCO).

This combination of solutions was deemed the optimal choice, aligning with the organization’s strategic goals and ensuring a comprehensive and effective solution for their business needs.

RV manufacturer streamlines business processes with Annata

North America

Manufacturer

Annata was chosen as a solutions provider to replace a 20-year-old heavily customized legacy system for an RV manufacturer. The systems in use were not supplying prompt information to the management team and model changes for production were painful to implement.

The implementation was vital to simplify access to data and increase service levels to its different dealers. The manufacturer selected Annata due to Annata’s global ISV status and strong solution functionalities to manage their critical workload, particularly those that require interaction with their dealer channel.

Annata’s robust dealer portal solution has improved dealer relationships with a quicker turnaround on warranty claim decisions and processing.

In parallel, the manufacturer can now leverage warranty rules and validations. The dealer portal is a win for the manufacturer in reducing warranty costs while improving dealer and customer relationships.

The manufacturer expects overall improved management reporting for executives and operations. Operational improvements include rationalized bills of materials, costing, and managing production change orders effectively. The manufacturer expects its dealers to have a more efficient process for warranty claims that will result in a reduced payment time, while still preventing fraudulent or duplicate claims.

Mexican subsidiary of an international motor company implements Annata solutions to modernize business processes

Southern North America

Manufacturer

A Mexican subsidiary of an international motor company was utilizing multiple and heavily customized legacy systems which were around 20 years old and did not improve the business. The financial reports generated caused many discrepancies in the business which dampened business decisions.

The management was looking for an Integrated system that was consistent and easily manageable, in which all users from different departments could manage business processes in a co-dependent and competent manner.

Annata’s extensive solution provided the Mexican subsidiary with a technology transformation through its transition to digitized workflows.

The new system enabled the company’s dealerships to seamlessly communicate and collaborate with suppliers and service partners, while the company focused on creating an integrated supply chain.

With Annata’s unified solution, the company benefited from providing accurate, analytical data through the implementation of key functions in cost management, inventory management, warranty management, sales, and service departments. It also provided the company with a range of business data (in real-time) for analysis at a reduced time rate and this provided the organization with major improvements in its management reporting.