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

CRM to Mind Maps

Plug-in to export information from Microsoft Dynamics CRM as mind maps (without programming.)

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Step 1. Creating a model with MindManager 16

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Step 2. Conversion into an XML model

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With software created by Infoseg

Step 3. Uploading XML models to the CRM

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1 XML file + 1 jpeg file

Step 4. Exporting information from Contacts

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Export to MM button

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Step 5. Selecting a mind map model

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Viewing a model

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A model has been selected

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Information captured

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XML file containing embedded information

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Step 6. Mind map created

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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

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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

José M. Guerrero jm@infoseg.com 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

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