August 30, 2021
CHALLENGE
A global aircraft lessor wanted to integrate their Leasepoint® fleet and contract summary data with their Microsoft Dynamics CRM software.
Zeevo professionals worked with the lessor to design and develop the integration solution that automated the extraction of data from Leasepoint for consumption by Microsoft Dynamics CRM.
APPROACH
- Leasepoint designated as the master source for fleet and contract summary data
- Microsoft Dynamics CRM functionality informs the interface design and the required values to extract from Leasepoint for each asset
- Developed SQL server queries to extract the required values for each asset from Leasepoint for consumption by Microsoft Dynamics CRM
OUTCOME
- The client benefited from the automated integration of fleet and contract summary data between Leasepoint and Microsoft Dynamics CRM
- The required fleet and contract summary data from Leasepoint is available for consumption by the Microsoft Dynamics CRM system
ZEEVO’S VALUE ADD
- In-depth knowledge of Leasepoint and the underlying data model
- Skillsets and experience required to develop and implement complex SQL queries and systems integration
DOWNLOAD CLIENT CASE STUDY (.pdf)
Related reads:
- Creating Master List of Overdue Terms and Remediating Applicable Payment Schedules and Invoice Templates in Leasepoint
- Deploying Power BI Dashboard to Automate Reporting of Contract Summary and Asset Data from Leasepoint
- Boosting Reporting Capabilities with a Power BI Business Intelligence Tool
- Deploying a Solution to Perform Repeatable Fleet Utilization Analysis
- Designing and Implementing a Technical Specification Report with an Optimized ADS Template
- Enhancing Aircraft Technical Project Management with Web Application Integrating Fleet and Contract Summary Data
- Automating Aircraft Transition Reporting to Ensure Compliance with Lease Obligations
- Maintaining Accurate Utilization and Technical Data for Aircraft Components
- Sourcing, Inputting, and Validating Technical and Contractual Data in Leasepoint
LET’S TALK
John McCartney
Phone: +1 760 933 8607
jmccartney@zeevogroup.com