automating the conversion of microsoft dynamics crm information into mind maps
TRANSCRIPT
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1 C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k
From Microsoft Dynamics CRM to MindManager 16 mind maps
Visualization of CRM information using mind mapping automation
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CRM to Mind Maps
Plug-in to export information from Microsoft Dynamics CRM as mind maps (without programming.)
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 2
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Step 1. Creating a model with MindManager 16
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 3
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Step 2. Conversion into an XML model
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 4
With software created by Infoseg
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Step 3. Uploading XML models to the CRM
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 5
1 XML file + 1 jpeg file
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Step 4. Exporting information from Contacts
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 6
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Export to MM button
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 7
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Step 5. Selecting a mind map model
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 8
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Viewing a model
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 9
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A model has been selected
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 10
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Information captured
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 11
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XML file containing embedded information
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 12
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Step 6. Mind map created
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 13
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Features of this system
• Exporting information from, – Contacts, Accounts – Leads, Opportunities – Quotes, Orders, Invoices, Products
• Models can be created by the user with no programming skills.
• The user defines the fields to use.
• Relations 1 to N can be defined.
• Extensible to MS Dynamics NAV or AX
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 14
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Mind maping automation
Introduction to mind mapping automation.
To view mind maps, download the free trial version of MindManager 16 from
MindManager 16
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 15
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José M. Guerrero [email protected] http://www.infoseg.com/imi.shtml https://es.linkedin.com/in/josemguerrero2012 http://www.slideshare.net/jmgf2009/presentations https://twitter.com/InfosegS http://paper.li/InfosegS/1356259200
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 16