Annata 365 Sales is built on top of Microsoft Dynamics 365 for Sales and provides extended capabilities for management of sales and marketing related processes in the Automotive and Equipment industry.

Feature Highlights

This guide contains information on how to work with data in different areas of Annata 365 for Sales:

  • Lead Management 
  • Test Drive Management
  • Customer 360° view

Furthermore, this guide contains step-by-step instructions on how to complete business processes in Annata 365 for Sales:

  • Lead to Opportunity Sales Processes
  • Test Drive Process
  • Pre-Delivery and Trade-In inspections

Lastly, the guide includes detailed instructions on how to set up master data in Annata 365 for Sales:

  • Device Management
  • Business Management


With buyers turning increasingly to digital channels for researching and reviewing products, it is important to consider the different ways they may want to engage with the intent of purchase. For example, leads are often generated through a prospect submitting a form on a website, attending an event or visiting on-site. 

A lead is an individual or an organization that may have an interest in purchasing products or services. This can either be a new prospect that has not yet done business with an organization or an existing/former customer, who has indicated an interest in a company's product or services. In both cases, the prospect has yet to be qualified through the sales process. The process of creating this interest and finding potential customers is often referred to as a lead generation process.

In Annata 365 for Sales, the following information can be provided additionally to the standard lead information in Dynamics 365 for Sales:  Business hierarchy, Brand, Class, Model, Model Code, Device, and others. Furthermore, the app includes a predefined business process flow for lead generation and qualification; Annata 365 for Sales Lead to Opportunity process.

New and upcoming features

The team is excited to announce our newest updates! If you are a member of the Annata Insider program you can browse the release notes to see our latest enhancements and additions or take a look at our roadmap which shows where we are headed. To submit and give us feedback on feature requests and product suggestions, please go to the Ideas page in the Annata Insider Portal.

In This Section

  • Getting started

    Start here to onboard quickly and learn about the sales app and its user interface.
  • Follow up on opportunities

    An opportunity in Annata 365 for Sales represents a potential revenue-generating event, or sale to a customer, which needs to be tracked through a sales process to completion. The opportunity is the focal point of the customer engagement, the timeline and other information is maintained here. The following information can be provided additionally to the standard opportunity information in Dynamics 365 for Sales: business hierarchies, device brand, device class, device model, model code, device, and others. 
  • Pre-delivery and trade-in inspections

    The Annata 365 Sales application has built-in support for inspections and reviews required throughout the sales process. Pre-Delivery Inspections (PDI) help ensure successful and satisfactory delivery of the sold device to the customer. Trade-in inspections also help assess the condition and appraisal value of trade-in devices. In addition, deal reviews can be used to verify deals from a financial and process standpoint. The Annata 365 Inspections app is used to configure and drive the inspections process.

  • Sales dashboards

    Dashboards in Annata 365 for Sales provide overview of sales related tasks, such as test drives, open opportunities, or what the current sales pipeline looks like. You can use the interactive charts to easily drill down into the underlying data or break the data down further by a specific attribute. A dashboard is where many users are likely start their day and spend a considerable amount of time as they provide a summarized view of and easy access to current activities. 

  • Administration

    This section outlines how to install the sales app on your system, how to set up users and security roles, and how to manage the configuration and settings that control the behavior of the application. Guidance on how to enable dual-write integration and mobile offline synchronization is also provided.