Best practices and industry solutions

We are one of the leading CRM consulting companies on the German-speaking market and have been providing CRM consulting services for more than 25 years. We develop ultra-modern and profitable add-on solutions based on Microsoft Dynamics 365. You decide whether you’d like to use the CRM solutions from the Cloud or on premises (on your own servers in your company); a hybrid model can also be created with ease. Benefit from our expertise and our Microsoft-certified solutions based on Microsoft Dynamics 365.


Find the solution that suits you here:

ORBIS ConsumerONE Dynamics 365 for Customer Engagement


ORBIS ConsumerONE provides support for all levels of the customer relationship between retail, wholesale and the manufacturers in a central platform with your adapted business processes.


The following highlights await you in the Microsoft-certified CRM sector-specific solution:

  • Predefined standard processes for the internal sales service, field sales service, key account management and sales management
  • Enhancements specific to consumer goods (listing, distribution, visit management, route optimization, order management, promotion management, expenses, etc.)
  • Conditions and contract management, sales financing
  • Full analytical assistance with integrated reporting
  • Distribution and sales forecasts to determine needs
  • Ready-to-go solution for direct use
  • Project terms and costs to suit SMEs
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ORBIS ConstructionONE Dynamics 365 for Customer Engagement


In the construction supplier industry, most information is – from a CRM perspective – managed using various building objects and the network of relationships consisting of clients, architects and other involved individuals.

ORBIS ConstructionONE – the sector-specific solution for construction suppliers that was specially designed by ORBIS – assists you throughout the entire process with:

  • Object-oriented representation of all the information relating to one building project
  • Mapping the relationships between objects
  • Importing object data from external providers
  • Visit and route planning
  • Competitor analyses
  • Quotation preparation and quotation tracking
  • Business unit and product range management
  • Customer value analysis and segmentation
  • Portfolio-Management
  • Planning, performance management and analysis
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ORBIS AutomotiveONE Dynamics 365 for Customer Engagement


In the automotive supplier industry, the requirements placed on a CRM system are particularly high. Not only are OEMs calling for high product quality; they’re also demanding closer cooperative relationships in product development and fast and individual service during request handling.

ORBIS AutomotiveONE assists you in all aspects – benefit from the following additional features:

  • Request and quotation process
  • Calculation and pricing
  • Central project management
  • Product management
  • Product data and product lifecycle management
  • Buying center management
  • Sales management
  • Document management
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ORBIS ManufacturingONE Dynamics 365 for Customer Engagement


With ORBIS ManufacturingONE, ORBIS has developed a sector-specific solution that combines all the benefits of the standard Microsoft Dynamics 365 solution with the requirements of production and service-oriented companies.


ORBIS’ template includes the following additional features:

  • Customer portfolio management
  • Customer value analysis and segmentation
  • Quotation and order management
  • Opportunity and project management
  • Organization management and territory management
  • Sales process management
  • Contact and activities management
  • Sales planning and management
  • Service management
  • Marketing planning and promotion management
  • Planning, performance management and analysis
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ORBIS LogisticsONE Dynamics 365 for Customer Engagement


In the logistics sector, transport and logistics companies are closely connected to their customers through their services and products. Not only do customers and partners expect a high level of flexibility; they also look for close cooperation and an individual service during the request process.

ORBIS LogisticsONE assists you in all aspects – benefit from the following additional features:

  • Global key account management
  • Global tender management
  • Central project management
  • Potential management
  • Spot market portal
  • Carrier management
  • Relationship management
  • Buying center management
  • Document management
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ORBIS Best Practices for Dynamics 365 for Customer Engagement


In addition to its sector-specific solutions, ORBIS also offers best practice processes and add-on solutions for Microsoft Dynamics 365. They map typical sector-specific requirements with a view to optimizing processes in Marketing, Sales and Service. The extensive CRM solution takes into consideration all the specialist requirements of companies from the production industry, mechanical engineering, construction supplier industry, automotive supplier sector and consumer goods industry.

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ORBIS DataQualityONE for Dynamics 365 for Customer Engagement


Find accounts, contacts, leads and opportunities without knowing the correct spelling of the name or a concrete address by using a fault tolerant search engine which is based on fuzzy logic and linguistic components.

ORBIS DataQualityONE enables you to reach your recipients’ premises using correct and complete addresses. You can avoid dissatisfied customers and prospects by ensuring that you have correct address and no duplicates. You can also prevent impermissible, criminal transactions with companies that are on the EU or US embargo lists.

Valid address details form the basis of successful utilization of your Microsoft Dynamics 365 system. The ORBIS Data Quality Suite can significantly boost the quality level of your address database and thus help you to safeguard your obtained confidence level.


Highlights of ORBIS DataQualityONE:

Real-time duplicate checking, validation and correction of addresses from more than 200 countries, taking ZIP codes into consideration. Data can be supplemented to include geo-coordinates for route planning. Furthermore:
  • Initial adjustment, geographical data enrichment and duplicate checking as a service
  • Error-tolerant searching (for example: “Meyer Möbel GmbH” finds “A. Mayer Möbel GbR”)
  • Generation of national address and letter salutations based on around 100,000 names, taking academic titles into consideration
  • Comparison of addresses against the EU and US sanctions lists
  • The technological platform is the data quality server provided by our partner, Omikron
  • The ORBIS Data Quality Connector provides features within the Microsoft Dynamics 365 interface
  • ORBIS DataQualityONE can be run on the Cloud or on premises
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ORBIS SAP IntegrationONE for Dynamics 365 for Customer Engagement


ORBIS SAP IntegrationONE is the world’s first ever Microsoft-certified CRM solution that was specially developed for SAP users. The ORBIS SAP Integration Suite closely integrates SAP ERP in the world of Microsoft Dynamics 365 and thus combines the benefits of both worlds in a single solution. Closed customer processes and a 360° customer perspective are the result of this. The interplay of both market leaders’ strengths mean you can make the most of SAP as an ERP system and Microsoft Dynamics 365 as an SAP-integrated CRM solution.


Highlights of ORBIS SAP IntegrationONE:

  • Integrated CRM for SAP customers
  • Best practice processes for the production industry, mechanical engineering, construction supplier industry, automotive supplier sector and consumer goods industry
  • SAP real-time integration incl. multi ERP integration
  • Complete customer history and 360° customer perspective
  • Use of the standard SAP and Microsoft technologies
  • Use of SAP real-time processes, such as SAP availability check or online SAP pricing
  • Master customer management
  • Certified by Microsoft
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ORBIS ServiceONE Dynamics 365 for Customer Engagement


Digital transformation in customer service – outstanding process with the IoT and Microsoft Dynamics 365

The service is one of the basic customer loyalty tools in various industries – especially in device, mechanical and plant engineering. Excellent services lead to a high level of customer satisfaction, loyalty and – consequently – long-term customer retention.
Being a certified Microsoft partner, with ORBIS ServiceONE powered by Microsoft we’re offering you a suite that you can use to generate noticeable added value for your customers – starting with smart services using the “Internet of Things” (IoT), moving over effective personalized support across all contact channels, and finishing with smooth service use on site. Offer your customers a positive service experience!


Highlights of ORBIS ServiceONE

  • Automated service request thanks to the IoT
  • Personalized customer services with all the information at a glance at all times
  • Graphic deployment planning taking skills, location and availability into consideration
  • Mobile support for the field service on the ground
  • Service performance analysis cockpit
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ORBIS TourplannerONE for Dynamics 365 for Customer Engagement


ORBIS TourplannerONE, the geomarketing service, is an online service that’s fully integrated into the CRM processes of Microsoft Dynamics 365. It supports and optimizes route planning in the mobile field service and forms the basis of professional route optimization.


ORBIS TourplannerONE is powerful and fast and is developed for routes with several intermediate stations or intermediate stops. Virtually any number of intermediate destinations can automatically be organized in the most efficient order.

  • Based on Microsoft Bing Maps
  • Route optimization across more than two stations
  • Several service routes displayed on the map
  • Proximity search / handling of spontaneous visits
  • Personalized start and destination address lists
  • Management using Excel export
  • Provides support for numerous navigation systems
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