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Process Flow Map

  • 1.  Process Flow Map

    Posted Nov 13, 2018 02:52 PM
    Does anyone know of a way to create a map (i.e. visio diagram) showing the inter-relationship of all of my workflows and child-workflows?  I am trying to document the Dynamics 365 environment we have built, but think it would be much easier if I could just create a map and then add a footnote to each step in an automated process.

    Thanks for your help.

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    Andrew Siegel
    Director of Systems Implementation
    BRIX Holdings
    Dallas TX
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Process Flow Map

    TOP CONTRIBUTOR
    Posted Nov 14, 2018 02:44 PM
    Hello,
    AFAIK there is no such tools...

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    Andrew Butenko
    Senior Consultant, MVP, MCTS, MCAD
    Hitachi
    Greenville
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Process Flow Map

    SILVER CONTRIBUTOR
    Posted Nov 14, 2018 04:37 PM
    I used this one in the past and worked well.  Unfortunately it doesn't look like it's been updated in a while.

    CRM Workflow Explorer · XrmToolBox


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    Nathan Heinsohn
    CRM Analyst/Developer
    Employer Flexible
    Houston, TX
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Process Flow Map

    TOP CONTRIBUTOR
    Posted Nov 15, 2018 12:40 PM
    @Nathan Heinsohn thanks for sharing.  Unfortunately I can't see it to install it.  Any thoughts why it wouldn't be listed?  It is only available for older versions of XrmToolBox?


    Thanks.

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 5.  RE: Process Flow Map

    Posted Nov 15, 2018 12:22 AM
    Hi Andrew,

    You need to decide the different departments in the organisation and their activities. Just connect them using Microsoft Visio or Lucid chart and all fine. It's like a swimlane diagram if you are familiar with BPMN in Business Analysis.

    Just learn BPMN - Swimlane and you will be ok. 

    Hope this helps.

    Thanks,
    Nirav Mehta
    Dynamics CRM Analyst



    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 6.  RE: Process Flow Map

    SILVER CONTRIBUTOR
    Posted 13 days ago
    Hello, Andrew
    You can try Mappyfield 365 for dynamics crm. Here you can create map view of your all appointment. you can plot multiple record of crm in map and view and analysis actual data of CRM.

    Get Overview of your daily activity and make as priority and manage Time table and schedule according to appointment.


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    www.appjetty.com/dynamics-crm.htm
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