The document discusses a plug-in that allows users to export information from Microsoft Dynamics CRM as mind maps using MindManager software without any programming. It describes a 6 step process for creating mind maps from CRM data, including uploading a mind map model into CRM, selecting the model, and exporting CRM information like contacts and accounts into an XML file to automatically generate a mind map. The system allows users to visually represent various types of CRM data in a mind map without any programming skills.

1. 1C) 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

2. CRM to Mind Maps
Plug-in to export information from Microsoft
Dynamics CRM as mind maps (without
programming.)
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3. Step 1. Creating a model with MindManager 16
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4. Step 2. Conversion into an XML model
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With software created by Infoseg

5. Step 3. Uploading XML models to the CRM
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1 XML file + 1 jpeg file

6. Step 4. Exporting information from Contacts
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7. Export to MM button
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8. Step 5. Selecting a mind map model
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9. Viewing a model
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10. A model has been selected
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11. Information captured
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12. XML file containing embedded information
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13. Step 6. Mind map created
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14. 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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15. Mind maping automation
Introduction to mind mapping automation.
To view mind maps, download the free trial
version of MindManager 16 from
MindManager 16
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16. 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
C) Infoseg, S.A. 2015 http://bit.ly/1Eimh3k 16