Microsoft Dynamics 365: A modern sales platform for the consumer goods industry and retail
The consumer goods industry: An industry in transition
Pressure at the point of sale (POS), shifts in the market, and rising expectations: The consumer goods sector is under intense pressure to change – product ranges are becoming increasingly complex, data sources remain isolated, and field service processes are often still too rigid and paper-based. At the same time, demand is growing for real-time information, end-to-end transparency, and smart management – especially when interacting with retail partners on site.
The answer to retail challenges: ORBIS Retail
ORBIS Retail was developed precisely for this transformation. The solution combines the strengths of Microsoft Dynamics 365 with a mobile field service app – laying the foundation for smart, connected working directly at the POS. From shelf surveys to visit planning, ORBIS Retail enables modern sales management that delivers noticeable relief and genuine added value.
ORBIS Retail: Field service processes reimagined – digital, mobile, efficient
The ORBIS Retail solution is the next generation of CRM-based sales management – built on the Microsoft Power Platform and fully integrated with Dynamics 365. The solution combines a powerful web backend with an intuitive field service app that works offline too. Whether it’s preparing for visits, capturing orders, listing products, or conducting digital market surveys, ORBIS Retail specifically supports consumer goods SMEs in optimizing their sales processes along the customer journey in bricks-and-mortar retail and wholesale – flexibly, individually, and in a futureproof manner.
Your teams work far more effectively thanks to rapid response capabilities at the POS, automated workflows, and centrally accessible customer data. This secures your decisive advantage in the ongoing digital transformation – with greater transparency, efficiency, and higher close rates.
And what’s more, on request, we’ll support you with a multi-stage migration concept from inventory analysis to go-live.
What works today becomes a competitive disadvantage tomorrow. Field service processes that cost too much, move too slowly, or scatter important data hold brands back daily – often without anyone noticing. Learn in our free PDF file why now is the last moment to avoid falling behind:
Still using Excel and paper? Then 2026 will be tough. In our info sheet, we reveal the five must-haves that successful brands are already using in field service today. Get your free PDF now and secure your competitive edge.
Why ORBIS Retail pays off for you:
Huge time savings in field service
Automated visit preparation, structured surveys, and intuitive order capture reduce manual steps – saving resources and enabling more time for customer contact.
More customer visits
per day
Thanks to smart route planning and central access to all customer data (including history, product ranges, promotions), appointments can be handled quickly, precisely, and efficiently – even offline.
Fewer mistakes – more close opportunities
Media discontinuity and manual transfers are eliminated. Standardized and individualized capture ensures reliable data and supports Sales in successfully implementing POS activities.
Immediate management overview
Central dashboards enable targeted management of field service activities. Sales data, shelf assessments, and campaign feedback are available in real time – forming the basis for decision-making in Sales and Marketing.
Fully integrated into your Microsoft platform
ORBIS Retail is completely embedded in the Microsoft Power Platform – with seamless integration into Dynamics 365, Power BI, Teams, and Power Automate. This creates a central, scalable platform for sales and field service that thoroughly connects processes and makes your CRM system a genuine success factor.
Artificial Intelligence meets the POS: ORBIS Retail thinks ahead
Our solution is ready for AI-powered processes – from visit preparation to shelf surveys. Microsoft Sales Copilot is already integrated and supports Sales staff with smart recommendations directly in Microsoft 365. This makes field service more efficient, targeted, and data-driven – right at the POS.
From Excel to the real-time solution: Real-world examples from field service
The difference becomes clear in everyday operations. ORBIS Retail replaces manual work with digital processes and makes field service more efficient and transparent.
A sales representative prepares for the next day in the evening using Excel and paper documents. On site, current information about campaigns, customer history, or open orders is missing. Shelf data is noted by hand – post-processing in the office takes hours. Sales opportunities and insights remain untapped.
A working day with ORBIS Retail: Efficiency at the touch of a button
The day starts with an optimized route suggestion on the tablet. Customer data, promotions, product ranges, and order history are immediately available. Shelf surveys are conducted digitally, with guided prompts – including instant ordering at the touch of a button. After the last appointment, a dashboard summarizes all the KPIs. There’s no need for any follow-up work – the process is completely digitalized and CRM-supported.
Typical retail scenarios with ORBIS Retail
- Launch of a new product line: Field service teams receive automated visit assignments with all the relevant information – including target assortments, POS questions, and survey templates.
- Retail promotion campaign: ORBIS Retail ensures promotional materials are correctly placed, POS situations are identified, and additional orders can be captured directly.
- Equipment management in the field: With ORBIS Retail, employees capture availability, status, and contract data for loaned coolers, displays, or promotional materials directly on the customer’s premises.
We understand your industry – and your processes
ORBIS is your digitalization partner for sales in the consumer goods industry. As a long-standing Microsoft Solutions Partner with a profound understanding of the industry, we support our customers in implementing and scaling their CRM systems, sales processes, and digital services – from concept to rollout.
- Industry expertise: Consumer goods, food and beverage, body care, technology, fashion and much more besides
- Technology know-how: Power Platform, Dynamics 365, Data and AI
- Experience: Over 20 years of project experience with SMEs in Germany, Austria, and Switzerland – from manufacturers to wholesalers
Our solutions are created from practical experience – together with and for our customers.
Contact us now for a no-obligation and free introductory meeting!
