Improve efficiency, reliability, and profitability of the service process for any vehicle or equipment

annata365 Service solution

Knowledge drawn from working with leading industry experts along with years of experience in the industry has enabled Annata to offer solutions that optimize business performance for players in the automotive and equipment industries. Built on a powerful Microsoft platform that is easy to configure, extend or connect to the annata365 Service provides rich and extensive support for service processes.

The annata365 Service solution improves efficiency, reliability, and profitability of the service process through advanced support for industry-specific requirements. By ensuring appropriate procedures are followed and the right materials are used according to OEM guidelines, warranties are maintained, and each device will experience increased value with minimal downtime.

annata365 Service supports real-time synchronization with annata365 Finance and Operations out-of-the-box. Replace disconnected, paper-based processes with the solution’s mobile application to bring the benefits of digital transformation to service and inspection professionals.

Field Service app

annata365 Field Service extends tried and true Microsoft business solutions with deep industry specific service capabilities centered around devices that are typically expensive with complex service needs. annata365 Field Service is about servicing every device that the customer operates to minimize downtime, maintain warranty, and maximize the value of each device over its entire life cycle.

The built-in customer-centric solution places the organization at the center of all service interactions, allowing companies to retain loyalty and advocacy of customers. Field service app increases businesses productivity through its tools for automation and delivery of reliable services using advanced analytics, machine learning and IoT capabilities.

Service Center app

The solution is a modern, scalable, cloud-based management solution tailor-made for businesses in this digital age. The Annata solution draws from years of experience and best practice knowledge gained from working with leading industry experts to optimize the business performance of users.

 The Annata automotive platform covers industry specific data and business processes throughout the entire lifecycle of the device and creates a customer centric approach in all areas of the services and maintenance required of devices. This provides a robust foundation for fully integrated solutions that help businesses transform existing operations and processes and embrace new opportunities through technological innovations.


Equip mechanics and operators with 360-degree information to detect issues in real-time, troubleshoot issues remotely and resolve problems while keeping customers informed of every interaction of the service.

An interactive schedule board helps dispatchers assign service orders to the best resources based on location, availability, skill set, priority, and so on. The schedule board is extensible and can be used to schedule anything within Dynamics 365 for customer engagement, including service orders, sales orders, projects, and custom entities.

The configuration and tracking of jobs and associated operations during service execution enables more accurate service process guidance and OEM reporting capability when dealing with heavy machines, vehicles, or other complex devices.


Clock in or out of individual jobs in a service order using a simple mobile app. The resulting timesheets can be reviewed and adjusted if needed, and additional entries can be entered on non-service related tasks such as leave, admin work, and so on.

Everything needed for warranty claims can be registered on a service order in the solution’s app. Failure codes, symptom codes, cause codes and resolution codes can be configured and associated with the multi-brand, multi-level branding hierarchy to help users understand which codes apply when and where. Warranty claims can be recorded and associated with a given service order and device.

Business operations such as workshops, field service operations, showrooms or rental depots can be associated with certain service products and booking options. This information helps business to showcase the list of specific offerings that available for the customers in each business. With this capability business can then give power to customer to choose booking options for their specific service products.

To facilitate digital transformation of simple booking processes businesses can maintain a list of available timeslots per business operation. This information can be used to guide customers or service advisors as they look for suitable dates and times at a given business operation which in turn improve turnaround time and boost customer booking.

Locations can be used to indicate where a given device is or has been at a given point in the past, where service is needed, and so on. Locations could have a geofence, which in turn would allow connected devices to be tracked against logical location definitions. Locations help technicians to locate device by indicating the kind of area, job site, building or part of a building the device exist. A list of location contacts helps field mechanics get in touch with the right people for a given purpose.


Service plans can be set up and used to establish and drive scheduled services. Note that the customer engagement part of this is handled with annata365 Service but the service planning engine remains in annata365 Finance and Operations and the end-to-end service plan functionality is powered by those two out of the box applications, coupled with the out-of-the-box dual write integration package.

Service campaigns can be set up to represent OEM recalls, service bulletins or sales-related service campaigns. The solution provides support for service campaign letters and tracked communications with registered owners or custodians to bring applicable devices in for service.

Depending on customer data volume and data quality, custom predictive maintenance models can be developed in Azure ML Services to process the unified Annata device and service information. Resulting service requirements can be traced back to the originating predictive maintenance model. This unified view of service requirements is crucial for ensuring optimal service level and efficient customer engagement.

annata365 Service allows service process configuration to be defined at user and business operation levels. User-defined service order types, job types, groups and so on facilitate process optimization, data consistency and improve business insights.

annata365 Inspections is available as a stand-alone app but is also seamlessly integrated into annata365 Service, both in the unified web client interface, the dedicated mobile apps as well as at the data model level. 


Annata provides dedicated checkpoint types for reading device meters or collecting measurements of given aspects of a device. The data entered is captured as a time series of measurements, enabling analytics over periods of time, across sets of devices, etc. 

Observations represent device related issues that need to be addressed at some point, typically through service work covered by a case and/or service order. Observations can be added at any point during the service process, but typically these result from inspections.

Integration with mobile mechanic app will enable technicians to completes all the different operations for the respective service order like captuing images, audio, and video associated with service work as well as customer and mechanic’s signatures.

Up-to-date inventory on-hand information is available in annata365 Service for selected warehouses and items. This ensures that service mechanics as well as inventory workers always have accurate inventory information throughout the service process with minimum effort and minimum risk of delays or errors.

Service technicians can initiate inventory transfers, book shipments, and receive transfer orders. This results in inventory transfer journal creation and postings in F&O. This ensures that service mechanics as well as inventory workers always have accurate inventory information throughout the service process with minimum effort and minimum risk of delays or errors.

Inventory managers can manage their return orders which is an order that behaves like a negative sales order and is used to process the physical receipt of the returned items. The Returned Sales Order is required to process the customer credit that may be required depending on the outcome of the Return Order.

annata365 Mobile Mechanic is a model-driven Power Apps with offline capabilities, specifically built for service. A key differentiator is that the Annata application reflects the advanced Annata device management, service and inspection capabilities, and does so in an optimized user experience with simplified ways to start/stop tasks, record timesheets, inspections, consume items, symptoms, cause and solution codes, warranty claim information, etc.

With Service center application, businesses will have the power to handle various workshop operations like service offering, booking option and availability of the services offered. A desktop application is also available for the supervisors/managers to manage service requirements, appointment items, item requirements for the services planned. Users of annata365 Service Center application also require Microsoft Dynamics 365 Customer Service license as a base license.

Field Service application helps technicians to manage service orders, get notified on appointment schedules, access device location, navigate using maps and clock in to various operations and utilize materials required using mobile application. With schedule board optimization, Field Service application will minimize travel time and maximize utilization incase of any delays or cancellation of technicians and schedule on priority if any urgent work occurs. A key point to note is that Microsoft Dynamics 365 Field Service base license is required for all the users of annata365 Field service application.

Quickly create new inspections from standard checklists as an integrated part of the service process or as a standalone. Images, audio, and video can be captured during the inspection process and associated with inspection results. Signatures from customers or inspectors.

annata365 Mobile Mechanic and Mobile inspection applications are model-driven Power Apps with offline capabilities. This enables a rich offline experience that helps users stay productive. By using a mobile offline profile, organizations have full control over how much data is available to their offline users and how data is synchronized when they get back online.

Draw from every connected data source to make decisions and have predictions on the next best action. AI and IoT provide access to data such as GPS location, job information, vehicle/device performance, traffic data, route planning, and more.  Interactive dashboards provide overview and tracking of processes at different levels in the organization.

Businesses can simplify procedures such as document exchange among internal and external stakeholders, by reducing administrative tasks needlessly involved in manual handling.  Out of the box signature capability annata365 service solution improved the completion rate of the contracts/agreements.

Built on top of power platform by ensuring strong data security, compliant app management, and transparent data access across all areas of business. It combines low-code application development, workflow automation, AI bot development, and data analytics with broad. With Powe BI, business can create and customize compelling reports on an extensible, scalable, and secure architecture. Using Power apps users can Build low-code solutions to solve business challenges.

Dashboards provide overview and tracking of processes at different levels in the organization. Advanced analytics capabilities will allow organisations to make informed decisions and become more efficient and productive.

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Equipment webinar: "A365's role in heavy equipment business transformation" on Nov 16, 2023 at 3:30 p.m. CET. [Ended]
Automotive webinar: "Adapting automotive retail to the digital age" on Nov 14, 2023 at 3 p.m. CET [Ended]