SAVE THE DATE!!!
If you use flowcharts in your organisation this is the blog post for you.
The inspiration came from reading Ryan Maclean’s blog post where he reflected on the importance of articulating a process logically through a flowchart. Ryan creates his flowchart using Microsoft Visio which is loved by many including myself. Go check it, it’s tea-riffic.
In the Microsoft Office suite there are “siblings.” Microsoft Excel was initially released in 1987 and then its adopted younger sibling came into the picture in 1992. These two siblings seem to have gotten closer over the years and have become more advanced.
Today, I’m excited to share with you the power of Microsoft Excel and Microsoft Visio to create data–driven process mapping flowcharts.
Data-driven process mapping flowcharts. Yeah, exactly.
Watch my vlog and be prepared to be amazed by what you see.
Even though I am a Dynamics 365 consultant, I’ve always supported Microsoft products as I grew up with it in my household. My dad taught me Microsoft Excel when I was little and eventually I came across Microsoft Visio in highschool. I never thought I’d be using the two together years later.
Like Ryan, I use Microsoft Visio for what I do as a consultant. If it’s available to you, try it out.
My first encounter with the two siblings playing together nicely was back in NZ where I learnt that I can define the shape data and the data graphic to create a Microsoft Visio template file that can link data to the shapes from an Excel spreadsheet.
Back then I used to work as a Sales Administrator for the General Manager of Sales and I created a Sales “pursuit” template that allowed the salesperson to colour code the existing platforms or the targeted to-be platforms of a client. The data was entered in an Excel spreadsheet by the salesperson and all they needed to do was link it to the Microsoft Visio template file. Microsoft Visio then associated the rows to the shapes and the shape formatting kicked in automatically. The sales team then had a visualization of each client they were pursuing.
Fast forward nine years and now you can create data-drive flowcharts from a Microsoft Excel spreadsheet. It’s truly amazing and if you’ve read the Microsoft Business Applications release notes, soon you’ll be able to create Microsoft Flows from Microsoft Visio.And yes, I am a nerd when it comes to Microsoft Visio in case you hadn’t worked that out already ?
You need a Visio Online Plan 2 licence with an Office 365 subscription. Below is a screenshot of what the pricing looks like in Australian dollars.
Remember, to take advantage of creating Microsoft Flows from Microsoft Visio in the future you will need Visio Online Plan 2.
When you open Excel, search for “process” and there will be two templates you can choose from:
Select the template that suits you.
Once the template loads there will be tabs that are self-explanatory.
I had some trouble installing Microsoft Visio from Office 365 as I had a conflicting version of Office products installed.
I uninstalled through programs and features.
In my case, not all the files were uninstalled through program and features. I then had a phone call with Office 365 support to help me through it. Also, Office 365 support was awesome. The lady who helped me was great.
She pointed me to this link to run a program to take care of uninstalling all the files for you. I used “Option 2 – Completely uninstall Office 2016 with the easy fix tool.”
The next thing I was advised to do is to use the diagnostics tool to install the Office suite first, followed by Microsoft Visio. The rest is magic and it works.
If you didn’t know this existed, now you do. It helped me with my installation issues.
There also seems to be a tool available for Dynamics 365 which is interesting. I took a quick peek and looks like you can have assistance with the Dynamics 365 Outlook Client.
If you’re happy with creating only the Microsoft Visio file, then you can continue to do so. However since I’ve tried this out, I love it and I know it’s going to make my documentation easier.
Watch the original video by the Microsoft Product Group team.
Quick tip: Hiding the “How may we contact you?” check boxes that’s displayed on the bottom of the Profile web form #dynamics365portals #tip #msdyn365 #configurationonly #benitezhere #vlog Barhead Solutions
Work hard and play hard is how the Barhead Team roll. Stay up to date with news, views and tips – LinkedIn
The Primary Mission of CRM Saturday is to improve Success rates of CRM Implementation by addressing technical and strategic challenges with the community and raising the awareness for soling these issues. CRM Saturday provided CRM and Dynamics 365 professionals and users with insights and training to improve CRM implementation and networking opportunities to keep develop, grow and encourage new speakers and community contributors and open source initiatives. The event is usally split into 2 tracks, Technical and Strategy. The Technical track addresses the specific technical challenges when addressing Dynamics 365. The Strategy track aims to address the challenges faced by CEO’s and Project managers in achieving change across an entire organisation.
The Technical Track is suitable for Dynamics CRM Developers and Technical Consultants who are responsible for Extending, Customizing, and Administrating the CRM Solutions.
The Strategy Track is suitable for Project Managers as well as those responsible for Sales, Marketing & Customer Service. Focus is more on the challenges of Practically implementing CRM within organisations and driving User adoption. We also showcase how to technology to solve common business challenges.
The CRM Saturday brand name, logo and website are managed by the CRM Saturday Event Board, which consists of a group of volunteers dedicated to preserving the initial concepts of CRM Saturday and encouraging the growth of CRM Events around the world. They support organizers of local events by providing the support and resources for organizers to run a CRM Saturday event. Event organizers take full ownership of their events. CRM Saturday provides focus on providing speakers, Venue and Event management to make each CRM Saturday event successful and ensures all events stay true to the grassroots nature of CRM Saturday. All sponsorship funds collected by events go to the event.
For this month’s meetup, Stephanus will walk us through Microsoft’s recruitment App, Dynamics 365 for Talent and Anshul will show us how Relationship Insights in Dynamics 365 works.
KPMG are sponsoring the drinks and food so come along, learn a few things, and have a drink and a nibble with us.
If you want to hear about all the latest Dynamics 365 changes and chat with like minded industry peers come along to the monthly free sessions in Sydney, Brisbane and Melbourne. 2nd Tuesday every month.
“In this vlog I show you how to prevent users in seeing the Search feature of Dynamics 365. Other entities and custom entities can’t be enabled yet for Search and I often get asked by customers to hide/remove the search feature so that users don’t see it. This is achieved by updating a Site Setting record. No code is required.” by Elaiza Benitez
For more information or to contact us firstname.lastname@example.org or 1300 DYN 365