Product update: January 2025 release highlights

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January 23, 2025

Welcome to the Product Spotlight for the January 17th release, where we bring you the latest product updates and enhancements to A365.

Over the past two decades, Annata has continuously evolved to meet the demands of importers, dealers, and service providers across the automotive, trucks, buses, and equipment industries. Built on the Microsoft Dynamics 365 platform, A365 Solution integrates Financial & Operations (F&O) Optimization, CRM, Power Platform capabilities, and business process management into a unified solution.

With a cloud-first strategy since 2016, Annata embraced Azure-based finance, operations, and customer service solutions. Today, we face an industry landscape with shrinking margins, emerging disruptors, and growing expectations for seamless customer experiences. A365 provides a single-source platform for these challenges by providing a unified solution – eliminating the need for separate applications.

The release for January 2025 includes product updates that focuses on financial efficiency, streamlined sales operations, and business management processes, as well as service management, and rental process optimization. From enhanced order pool management to dynamic inventory browsing, these updates empower businesses with smarter workflows, automation, and data-driven insights.

Let’s dive into the latest enhancements in Finance & Operations, Sales, Service, Rental, and the Dealer Portal.

Product update: F&O

From the Finance & Operations side of things, often referred to as the “Back Office” because it serves as the foundation upon which all features and functions connect in our unified solution, this month’s update brings significant improvements to order pools.

Enhanced order pool management with financial dimensions

We’ve introduced enhanced order pool management that integrates financial dimensions directly into sales and purchase orders. These dimensions are the account segments within a chart of accounts, and their integration ensures smoother financial operations, business process management, and reporting.

By streamlining these processes, businesses can focus on what truly matters while minimizing errors and enhancing overall financial control.

Product update: Sales

Sales operations are a key driver of business success, and the updates this month aim to make selling even more efficient and seamless. Whether it’s helping teams quickly access inventory or ensuring smoother alignment between customer billing and accounts, these changes are designed to optimize day-to-day sales operations and improve business process management and customer satisfaction.

Open stock browser for inventory management

Quick inventory access is now a reality with the Open Stock Browser feature. With just a click of the new “Browse Inventory” button on the Catalog Item Details page, sales teams can efficiently view available company devices that meet catalog and availability criteria. Filters for configuration, status, and branding further streamline the process, ensuring that teams can quickly find and offer the best-suited devices for their customers.

Link billing customer to invoice account

We’ve enhanced integration between Dataverse and F&O, enabling billing customers to be linked directly to invoice accounts.

Ensures seamless synchronization for data consistency.

Reduces manual entry while aligning sales and financial operations.

Provides a faster, more reliable workflow for sales teams and greater satisfaction for customers.

Product update: Service

On the Service or Aftersales side, the focus is on ensuring ongoing customer satisfaction and operational efficiency. This month’s updates include tools for smarter service operations management and more straightforward invoice profile handling. These enhancements aim to simplify processes for service advisors, enabling them to focus on delivering exceptional Service & Rental Management experiences while improving business process management – all within one unified solution.

Advanced job detail editing

Service operations are getting smarter and more efficient. With the advanced job detail editing feature, service advisors now have access to a dedicated PCF control for managing key details like quantities, prices, and discounts. Dynamic recalculations ensure precision, while changes are applied only after confirmation, safeguarding data integrity.

Enhanced invoice profile management

We’ve simplified invoice profile management to save time and reduce complexity. Service advisors can now update profiles across individual jobs, details, or entire orders using a single interface.

Product update: Rental

Device rental processes often involve complex workflows, and our updates this month are all about giving you more control and flexibility within our unified platform. Whether it’s invoicing based on minimum usage or managing specific rental device lines, these features are designed to simplify processes while maintaining accuracy and transparency.

Minimum hours invoicing and quarterly reconciliation

Rental management is more flexible than ever with our new invoicing options. Minimum monthly usage invoicing ensures consistent billing, while quarterly reconciliation adjusts for over- or under-usage.

Suspend/resume invoicing for rental devices

We’ve introduced the ability to suspend or resume invoicing at the device line level. This precise control simplifies the management of complex rental orders and gives teams the flexibility they need to tailor workflows as needed.

Product update: Dealer Portal

This month’s Dealer Portal updates focus on enhancing usability and efficiency. With a new Service Campaigns list and refined interface design, we’re ensuring that dealers can easily navigate the platform and access the information they need to succeed and improve business process management.

Service campaigns list

Dealers will appreciate the new Service Campaigns list, which centralizes campaign management and simplifies access to detailed views and attachments. Integration with Dual Write and Dataverse ensures data accuracy and consistency, making after-sales support more efficient.

User interface enhancements

We’ve refined the Dealer Portal interface to improve navigation and accessibility. A more compact page layout reduces scrolling, while key information—such as processing status—is now prominently displayed. These updates span across the interface, making processes like managing parts sales and service campaigns simpler and more intuitive.

Final thoughts

The updates in the January release reflect our ongoing commitment to streamlining operations and enhancing efficiency for businesses within a unified solution. From financial and sales improvements to service and rental management enhancements, these updates are designed to empower teams, streamline workflows, and improve business process management.

For more information about our product updates, reach out to us.

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Trucks & buses

From rental chaos to seamless management: Optimizing truck & bus operations with A365 and Microsoft Dynamics 365

Hydrogen-powered commercial vehicle purveyors selects Annata to fulfill global scale ambitions

North America

Manufacturer

In 2020, Annata was chosen by a heavy truck manufacturer to assist in developing their business processes and the systems required to support them. The company has more than 400 employees to support its rapid growth as a leading automotive innovator in zero-emission vehicles and trucks.

After a rapid and intensive validation cycle, Annata was chosen because of Annata’s 20-year automotive industry experience and extensions to the Microsoft Dynamics platform that formed the basis of the manufacturer’s finance and manufacturing systems.

Designed with cloud scalability and agility built in, the solution covered all critical processes. To ensure a complete and compelling customer experience, Annata’s solution will ensure the organization is well connected to customer behaviors, both pre-and post-sale for years to come.

The company decided to engage in a multi-year partnership with Annata after the success of the solution implementation. Annata provided the manufacturer with industry insights and experience to drive more value in all its business processes.

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.

European vehicle manufacturer unlocks competitive edge with Annata

Europe

Manufacturer

The European automotive manufacturer was increasingly challenged with their internal reliance on their existing systems as they felt that they were losing a competitive edge by not having the ability to benchmark functionality, performance, and cost.
To address this, they started to investigate adding D365 as a second practice. They, however, soon found a need to bring in the Annata extended solution to fully understand the capabilities of the underlying D365 platform with the vertical extension for their specific business.

Through the roll-out, the manufacturer was able to move from local, siloed solutions to a common enterprise standard solution which drives down costs, mitigates risks, and improves the customer experience with a consequential uptick in sales.
In essence, the customer views the solution as providing the systems that run their captive fleet dealers in-country, as well as providing the integration from captive and non-captive dealers into the central solution.

Annata expands Dynamics solution for South African arm of major importer and distributor

South Africa

Distributor

A South African arm of a major importer and distributor of cars and spare parts was looking to expand the use of the solution into Dynamics 365 Sales. A365 Sales was selected as the preferred industry solution.

The reputation of Annata working with the Microsoft team in South Africa helped to land the deal. The underlying Common Data Model for Automotive was also an important factor in the decision.

The expansion of the use of Dynamics CE for sales was already planned but the business felt that the Annata Sales app would provide ‘out of the box’ functionality and save them a considerable amount of time and effort. The business estimated that implementing the Annata Sales app would save them up to 3 years compared with developing the functionality themselves.

The Annata Sales app provides functionality to handle vehicle configuration, and sales quotations including financing options, trade-ins, test drives, etc.

The Annata Sales app will hopefully be the first of several products that the business will implement. This includes D365 F&O; A365 for Dealer management; Customer service; Annata Dealer portal and; Annata Field Service. The 5-week implementation of the Annata Sales app was another compelling factor.

Japanese multinational automotive manufacturer arm selects Annata to replace existing vehicle division systems

Northwestern Europe

Importer

A division of a Japanese multinational automotive manufacturer serving developing markets chose Dynamics 365 + A365 to replace all their current systems for their vehicle division across Africa and selected countries in Latam and Asia.

The implementation was complex as it involved replacing three heavily customized, on-premise solutions with a standard, (based on a global template), cloud-based offering. The complexity was further increased as the connectivity in some African countries can be intermittent, and delivering a project across many countries requires a great deal of experience and planning.

The solution implemented covered importation, dealerships, aftersales, and service, in addition to rental and fleet in specific markets. The device types cover all vehicles; from motorbikes to cars, lorries, tractors, construction machinery, etc. – and in some markets even boats.

D365 + A365 provided the manufacturer with the confidence that existing processes would all be supported and that moving to the Azure cloud would drive additional benefits.

Annata brings agility to a Chinese electric vehicle manufacturer

East Asia

Manufacturer

The North American arm of a Chinese electric vehicle (EV) manufacturer, with a 450,000-square-foot bus manufacturing and forklift assembly facility, required an agile solution to manage its supply chain, assembly, dealer orders, and post-sales processes for parts, warranty, and dealer management.

The existing solution was unable to support these business processes cost-effectively with the same flexibility and agility. Annata’s automotive original equipment manufacturer (OEM) experience and track record of successful and agile implementations, particularly in the U.S. market were key to winning against other competitors.

Key decision makers of the manufacturer were primarily of Chinese descent, with some residing in corporate offices in China. Working with Microsoft China, Annata was able to leverage its insight into Chinese business culture and its relationships with the business’s corporate IT.

Annata’s ability to adjust to an unconventional sales process and accommodation for cultural differences, coupled with an implementation approach and agile solution that could grow with the North American arm, was key to winning the business.

Swedish commercial vehicle manufacturer partners with Annata to drive the shift towards sustainable transporting

Scandinavia

Manufacturer

A Swedish trucking manufacturer selects Annata and Dynamics 365 to replace their current wholesale and dealer management systems around the globe. By adding A365 to the Dynamics solution, the company is provided with the comfort to cover almost all its operational processes and drive additional benefits by moving to a cloud-based system.

The company’s primary challenge was that it was dealing with large sets of homegrown solutions and legacy vertical solutions with a separate outdated dealer management system that did not communicate with each other. The current on-premise portfolio needed to be replaced with a standard, cloud-based solution, that covers imports, dealerships, aftersales, and service operations, in addition to its rental and fleet-based markets.

Annata, Microsoft, and the manufacturer worked together to build a golden template and blueprint to be used in future rollouts globally. The solution combination adds future capabilities and support for ML, AI, IoT, and more automated business executions, which will have a positive impact on the ROI.

The manufacturer has transformed its dealer management system, replacing its outdated solutions with Annata’s integrated, cloud-based solution using Microsoft’s infrastructure.

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.

Swiss agricultural equipment and machinery supplier accelerates cloud migration with Annata

Central Europe

Importer

As an existing customer of AX and Annata IDMS on-premise, the Swiss company decided to start its journey to the cloud in early 2020. Annata’s finance and operations solution was the core of the solution proposed to the company.

Annata’s full suite of capabilities was implemented and included extensive device management functionalities that support the entire lifecycle of a machine encompassing imports, sales, and lifecycle management with service/work order management, warranty handling, parts management, and rental.

In addition to a proven solution, Annata was the primary choice due to the strongly committed executive management team which is very much supportive of the strategic project goals.

The project enjoys a high focus at the executive management level and is supported by a strong change management approach aiming to avoid unnecessary customizations.

The industry competence of the Annata implementation team was well equipped to mitigate challenges typically encountered when setting up new customer solutions in replace of their heavy customized “homegrown” solution.

Annata selected to digitally transform distribution channel of agricultural equipment manufacturer

Central Europe

Manufacturer

With a primary focus on excellent product quality and outstanding customer service, the equipment manufacturer made a company-wide decision to shift their business process to the cloud using Dynamics 365 and Annata’s Finance & Operations solution.

The solution was rolled out to several major markets within Europe and the Americas in a span of 3-4 years, before offering the industry template to their independent dealer network. Annata was selected as the preferred industry solution partner to move their on-premise solution within their headquarters to the cloud within three months, utilizing its extensive industry and digital competencies in the Annata team.

As soon as Annata engaged with the equipment manufacturer, it was clear to them that the industry IP was key to their goal to digitally transform their distribution channel.

Coupled with finance and operations implementation expertise, the equipment manufacturer was confident that D365 with Annata was the best to provide industry knowledge to help them make the right process choices and a full set of industry functionalities around the full lifecycle of their equipment.

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.

Hydrogen-powered commercial vehicle purveyors selects Annata to fulfill global scale ambitions

North America

Manufacturer

Forestry equipment global manufacturer selects Annata for company-wide digitization

Europe

Manufacturer

Operating in forestry markets of more than 40 different countries, the manufacturer had an IT landscape that was complex, fragmented, and varied greatly between countries. As part of their future-proofing efforts, they needed a platform to bolster them as they navigated into the future, providing them with the flexibility required to digitize their entire business.

Annata’s complete set of industry functionalities around the lifecycle of heavy equipment, the strength of the application and platform, as well as in-depth knowledge and vast experience within the industry were reasons why Annata was selected to support them along their transformation journey.

Annata also displayed strong awareness of future capabilities specific to the manufacturer’s needs aside from proving a strong partnership with Microsoft.

Annata’s flexibility, scalability, and capabilities to take on the ever-changing environment in the forestry manufacturing industry have since enabled the manufacturer to maintain a competitive edge digitally.

Product update: January 2025 release highlights

Product update: F&O

Product update: Sales

Product update: Service

Product update: Rental

Product update: Dealer Portal

Final thoughts

Legal

Company

Industries

Resources

Hydrogen-powered commercial vehicle purveyors selects Annata to fulfill global scale ambitions

North America

Manufacturer

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

North America

Dealer

Automotive powerhouse selects A365 for next-level business optimization

North America

Distributor

Key automotive importer and dealer adopts A365 for comprehensive operational enhancement

Latin America

Importer and dealer

European vehicle manufacturer unlocks competitive edge with Annata

Europe

Manufacturer

Annata expands Dynamics solution for South African arm of major importer and distributor

South Africa

Distributor

Japanese multinational automotive manufacturer arm selects Annata to replace existing vehicle division systems

Northwestern Europe

Importer

Annata brings agility to a Chinese electric vehicle manufacturer

East Asia

Manufacturer

Swedish commercial vehicle manufacturer partners with Annata to drive the shift towards sustainable transporting

Scandinavia

Manufacturer

RV manufacturer streamlines business processes with Annata

North America

Manufacturer

Swiss agricultural equipment and machinery supplier accelerates cloud migration with Annata

Central Europe

Importer

Annata selected to digitally transform distribution channel of agricultural equipment manufacturer

Central Europe

Manufacturer

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

Southern North America

Manufacturer

Hydrogen-powered commercial vehicle purveyors selects Annata to fulfill global scale ambitions

North America

Manufacturer

Forestry equipment global manufacturer selects Annata for company-wide digitization

Europe

Manufacturer