Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityHow an aerospace distributor transformed sales with Dynamics 365 Sales
Patlon Aircraft & Industries Limited is a global aerospace distributor specializing in aircraft parts, components, and supply chain services for commercial and defense markets. Working with Rand Group (formerly WebSan Solutions), Patlon implemented Microsoft Dynamics 365 Sales to streamline CRM processes, improve reporting speed, and gain clearer visibility into its sales pipeline.
Client: Patlon Aircraft Industries Ltd.
The Goal
Implement a modern CRM system that quickly generates actionable sales reports and improves communication across the sales team.
The Outcome
Patlon achieved faster reporting, shorter pipeline meetings, and deeper insights into sales data with Dynamics 365 Sales.
They worked with us every step of the way, walking alongside our team to define and execute the right CRM solution. The immediate buy-in from our staff made it clear that this was an investment well worth making.
The problem
Patlon’s legacy CRM captured activity at the contact level but made it difficult to access information quickly. Generating sales reports and providing timely insight into sales opportunities was a slow, manual, and tedious process, making it challenging for the sales team and leadership to act on critical data when needed. Patlon needed a solution that provided cohesive reporting, improved data accessibility, and reduced time spent on manual tasks — especially for report generation, sales pipeline reviews, and communication tracking across departments.
Slow reporting processes
The solution
Rand Group (formerly WebSan Solutions) designed and implemented an integrated CRM solution using Microsoft Dynamics 365 Sales, enhancing email integration, workflows, dashboards, and reporting:
- Integrated Dynamics 365 Sales with Outlook to enable email tracking and efficient communication management.
- Built dashboards and automated workflows to monitor performance and reduce manual effort.
- Created custom customer reports and business rules for logic control and easy data exports for stakeholders.
The result
With Microsoft Dynamics 365 Sales fully implemented, Patlon gained a more efficient, transparent, and user-friendly CRM environment. The solution improved how sales data was accessed and shared across the organization, while also driving strong adoption from the sales team.
- Improved visibility into sales pipeline activity, customer interactions, and performance insights
- Reduced reliance on manual reporting, allowing teams to focus on higher-value sales activities
- More productive and focused sales and leadership meetings supported by accurate CRM data
- Strong user adoption that reinforced confidence in the new system and overall investment
- A scalable CRM foundation designed to support future growth and evolving business needs
Measurable Impact
- Reporting time reduced drastically — What once required several hours can now be completed in minutes
- Pipeline meetings streamlined — Sales reviews are shorter, more focused, and driven by real-time CRM insights
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Faster sales reporting
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Faster pipeline reviews
