Built on Dynamics 365
Designed for Equipment Dealers
NAXT365 is built on the same Microsoft Dynamics 365 applications Microsoft invests in today. The difference is that XAPT has already configured and extended those applications for equipment dealer operations.
Microsoft Dynamics 365 has evolved into Microsoft’s unified business platform for finance, operations, sales, service, and customer engagement. As Microsoft continues refining product names and capabilities, some CAT dealers have asked how NAXT365 fits into that roadmap. The answer is simple: NAXT365 is built on the same Dynamics 365 applications Microsoft invests in today.
The Finance function includes support for accounts payable (AP), accounts receivable (AR), cash flow, fixed assets, and reporting. Dealers can also use it to automate reconciliations and discover financial trends.
Supply Chain Management gives dealers real-time inventory visibility and AI-driven demand planning, so the right parts are in the right place before they are needed.
Project-based work connects planning, delivery, and billing, so power systems jobs and long-running contracts finish on time and on budget.
Dynamics 365 covers core workforce functions, including time and attendance. Time entries feed service labor costing directly, so every technician hour lands where it should.
The Sales application covers the entire sales cycle, from lead generation to account management and pipeline forecasting. In addition, it works with Outlook and Teams to enable seamless collaboration.
Field Service targets on-site operations, such as technician scheduling and work orders. For equipment dealers, this helps streamline the process of post-rental repair or warranty work on purchased equipment.
Microsoft Dynamics 365 has evolved into Microsoft’s unified business platform for finance, operations, sales, service, and customer engagement. As Microsoft continues refining product names and capabilities, some equipment dealers have asked how NAXT365 fits into that roadmap. The answer is simple: NAXT365 is built on the same Dynamics 365 applications Microsoft invests in today.
NAXT365 is built on Microsoft applications
NAXT365 is built on Microsoft’s core Dynamics 365 applications, including Finance, Supply Chain Management, Project Operations, Human Resources, Sales, and Field Service. Together, these applications provide equipment dealers with an integrated ERP and CRM platform for managing equipment sales, rental operations, parts, service, and customer relationships.
Powered by the Microsoft Ecosystem
NAXT365 extends beyond Microsoft’s core Dynamics 365 applications by leveraging powerful technologies across the Microsoft ecosystem.
Microsoft Copilot brings AI-assisted productivity to everyday tasks, helping users quickly access information, summarize data, and streamline workflows. Microsoft Power BI delivers interactive dashboards and advanced analytics, giving dealers greater visibility into financial performance, operations, inventory, and service metrics. Together, these capabilities help equipment dealers make faster, more informed decisions while taking full advantage of Microsoft’s continued investment in AI, business intelligence, and cloud innovation.
Equipment sales
In NAXT365, every machine is a first-class record: serial number, hours, location, history, and availability in one place. Your sales team quotes from real inventory, not from a spreadsheet.
Rental processes
Rental is a business of its own, and NAXT365 treats it that way: rental contracts, billing cycles, equipment transfers, repair tracking, and a clean rental-to-sale conversion when the customer decides to keep the machine.
Parts operations
Sales, purchasing, logistics, and warehouse management run connected, so the parts counter never has to say “let me check” twice. And behind the counter, NAXT WMS runs the floor: scanner-guided receiving, put-away, and zone picking that keep parts moving instead of parked.
Dealer service execution
NAXT365 tracks every claim, every scheduled maintenance, and every service job from the first call to the final invoice, in the shop and in the field.
Power Systems project management
Engine and power generation deals run for months and touch every department. NAXT365 coordinates finance, procurement, production, service, and billing on a single job, so nothing falls through the cracks.
AI built for the Parts Counter
Microsoft Copilot delivers AI across the platform. XAPT is extending it with dealer-specific AI agents built on Microsoft Copilot Studio, grounded in the same preconfigured dealer processes that run the dealership. The result is AI that understands parts counters, rental contracts, and service bays, not just generic business records. These capabilities are designed using Microsoft-supported approaches. This means they’re extensions of existing Dynamics applications, rather than custom work layered on afterward. The result is operation without separation; there’s no distance between dealer-specific NAXT365 functions and Dynamics 365 infrastructure.
Why equipment dealers choose NAXT365
NAXT365 combines Microsoft’s Dynamics 365 applications with dealer-specific functionality designed to support the unique requirements of equipment dealerships.
Built on Microsoft’s strategic Dynamics 365 platform
More than 700 preconfigured dealer processes
Support for equipment sales, rental, parts, service, and Power Systems operations
Alignment with Microsoft’s product roadmap and lifecycle policies
A single platform for ERP, CRM, and operational management
Because NAXT365 is built directly on Microsoft’s Dynamics 365 applications, dealers benefit from ongoing innovation while maintaining the dealer-specific functionality they rely on every day. Microsoft Dynamics has been a part of enterprise and SMB operations for more than 20 years, and it’s a safe bet the solution will remain central to CRM and ERP operations in the foreseeable future. By deploying Dynamics under the umbrella of NAXT365, dealers avoid the need to re-platform as the solution evolves and ensure they are prepared to meet evolving sales, marketing, service, and repair requirements. Put simply, Dynamics 365 is a valuable long-term investment that can drive greater ROI when paired with NAXT365.
While Microsoft Dynamics offers a solid starting point for dealer workflows, its continual evolution can put companies at risk of falling behind. Designed on Microsoft’s platform and continually updated to work with its latest version, NAXT365 delivers control without complexity. From finance and operations to service and CRM, NAXT365 is designed for dealerships.
NAXT365 implementations run on SEAL, XAPT’s dealer-specific methodology built with Microsoft’s implementation lifecycle. Instead of starting from requirements workshops and a blank system, your team starts from a working dealership solution and adjusts, with 1,500+ proven test cases and 21+ data migration templates ready on day one.
