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| create business process flow: Dynamics 365 Application Development Deepesh Somani, Nishant Rana, 2018-01-30 Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 Develop custom CRM solutions to improve your business applications A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn Develop apps using the platform-agnostic Web API Leverage Azure Extensions to design cloud-aware applications Learn how to implement CRUD operation Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM. |
| create business process flow: Business Process Automation with Salesforce Flows Srini Munagavalasa, 2023-12-15 Create seamless and structured workflows that can streamline complicated business processes with this comprehensive BPA book Key Features Explore business processes for automation to add value for your business users Analyze, evaluate, and devise effective ways to implement automation through Salesforce Flows Become an expert in flow orchestration and compose complex business processes using real-world examples, tips, and tricks Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionThe low adoption of most IT projects often stems from a lack of business process automation. While business users get the functionality they need, the excessive manual steps involved in execution impede efficiency. Business Process Automation with Salesforce Flows will address this issue by helping you recognize the need for automation and guiding you through automating such processes. This book starts by quickly exploring various aspects of process automation using Salesforce Flows, covering flow nuts and bolts, flow structure, flow execution order, and different types of flows, as well as troubleshooting techniques to manage your processes using the Flow Builder tool. You’ll then become acquainted with the Flow Orchestration tool, which enables you to compose and orchestrate complex business processes. Through real-world scenarios, you’ll learn how to effectively automate business processes, follow the end-to-end business process flow, automate it using flow orchestration, and learn how to demystify and simplify business process automation. By the end of this book, you’ll be proficient in seamlessly automating your business processes without any hassle.What you will learn Gain insights into gathering business requirements and identifying automation needs Identify opportunities for improving business process flows Translate critical steps in the business process flow and automate them using Flow Builder Identify different types of Salesforce Flows tailored to various scenarios Optimize and troubleshoot Salesforce Flows for increased efficiency Discover ways to implement complex business process automation through flow orchestration Who this book is for This book is for system administrators, technical team members, and business analysts with a solid understanding of the Salesforce CRM software who want to effectively automate business processes using Salesforce Flows. Administrative-level Salesforce experience, along with some technical experience working with automation tools like Workflow, Process Builder, and Flows, will facilitate a better comprehension of the concepts covered in this book. |
| create business process flow: Microsoft Power Platform Functional Consultant: PL-200 Exam Guide Julian Sharp, 2020-12-04 Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book. |
| create business process flow: The Complete Business Process Handbook Mark Von Rosing, Henrik von Scheel, August-Wilhelm Scheer, 2014-12-06 The Complete Business Process Handbook is the most comprehensive body of knowledge on business processes with revealing new research. Written as a practical guide for Executives, Practitioners, Managers and Students by the authorities that have shaped the way we think and work with process today. It stands out as a masterpiece, being part of the BPM bachelor and master degree curriculum at universities around the world, with revealing academic research and insight from the leaders in the market. This book provides everything you need to know about the processes and frameworks, methods, and approaches to implement BPM. Through real-world examples, best practices, LEADing practices and advice from experts, readers will understand how BPM works and how to best use it to their advantage. Cases from industry leaders and innovators show how early adopters of LEADing Practices improved their businesses by using BPM technology and methodology. As the first of three volumes, this book represents the most comprehensive body of knowledge published on business process. Following closely behind, the second volume uniquely bridges theory with how BPM is applied today with the most extensive information on extended BPM. The third volume will explore award winning real-life examples of leading business process practices and how it can be replaced to your advantage. Learn what Business Process is and how to get started Comprehensive historical process evolution In-depth look at the Process Anatomy, Semantics and Ontology Find out how to link Strategy to Operation with value driven BPM Uncover how to establish a way of Thinking, Working, Modelling and Implementation Explore comprehensive Frameworks, Methods and Approaches How to build BPM competencies and establish a Center of Excellence Discover how to apply Social BPM, Sustainable and Evidence based BPM Learn how Value & Performance Measurement and Management Learn how to roll-out and deploy process Explore how to enable Process Owners, Roles and Knowledge Workers Discover how to Process and Application Modelling Uncover Process Lifecycle, Maturity, Alignment and Continuous Improvement Practical continuous improvement with the way of Governance Future BPM trends that will affect business Explore the BPM Body of Knowledge |
| create business process flow: Fundamentals of Business Process Management Marlon Dumas, Marcello La Rosa, Jan Mendling, Hajo A. Reijers, 2018-03-23 This textbook covers the entire Business Process Management (BPM) lifecycle, from process identification to process monitoring, covering along the way process modelling, analysis, redesign and automation. Concepts, methods and tools from business management, computer science and industrial engineering are blended into one comprehensive and inter-disciplinary approach. The presentation is illustrated using the BPMN industry standard defined by the Object Management Group and widely endorsed by practitioners and vendors worldwide. In addition to explaining the relevant conceptual background, the book provides dozens of examples, more than 230 exercises – many with solutions – and numerous suggestions for further reading. This second edition includes extended and completely revised chapters on process identification, process discovery, qualitative process analysis, process redesign, process automation and process monitoring. A new chapter on BPM as an enterprise capability has been added, which expands the scope of the book to encompass topics such as the strategic alignment and governance of BPM initiatives. The textbook is the result of many years of combined teaching experience of the authors, both at the undergraduate and graduate levels as well as in the context of professional training. Students and professionals from both business management and computer science will benefit from the step-by-step style of the textbook and its focus on fundamental concepts and proven methods. Lecturers will appreciate the class-tested format and the additional teaching material available on the accompanying website. |
| create business process flow: How to Start a Business Analyst Career Laura Brandenburg, 2015-01-02 You may be wondering if business analysis is the right career choice, debating if you have what it takes to be successful as a business analyst, or looking for tips to maximize your business analysis opportunities. With the average salary for a business analyst in the United States reaching above $90,000 per year, more talented, experienced professionals are pursuing business analysis careers than ever before. But the path is not clear cut. No degree will guarantee you will start in a business analyst role. What's more, few junior-level business analyst jobs exist. Yet every year professionals with experience in other occupations move directly into mid-level and even senior-level business analyst roles. My promise to you is that this book will help you find your best path forward into a business analyst career. More than that, you will know exactly what to do next to expand your business analysis opportunities. |
| create business process flow: Business Process Change Paul Harmon, 2014-04-26 Business Process Change, 3rd Edition provides a balanced view of the field of business process change. Bestselling author Paul Harmon offers concepts, methods, cases for all aspects and phases of successful business process improvement. Updated and added for this edition is new material on the development of business models and business process architecture development, on integrating decision management models and business rules, on service processes and on dynamic case management, and on integrating various approaches in a broad business process management approach. New to this edition: - How to develop business models and business process architecture - How to integrate decision management models and business rules - New material on service processes and on dynamic case management - Learn to integrate various approaches in a broad business process management approach - Extensive revision and update addresses Business Process Management Systems, and the integration of process redesign and Six Sigma - Learn how all the different process elements fit together in this best first book on business process, now completely updated - Tailor the presented methodology, which is based on best practices, to your organization's specific needs - Understand the human aspects of process redesign - Benefit from all new detailed case studies showing how these methods are implemented |
| create business process flow: SOA Source Book The Open Group, 2020-06-11 Software services are established as a programming concept, but their impact on the overall architecture of enterprise IT and business operations is not well-understood. This has led to problems in deploying SOA, and some disillusionment. The SOA Source Book adds to this a collection of reference material for SOA. It is an invaluable resource for enterprise architects working with SOA.The SOA Source Book will help enterprise architects to use SOA effectively. It explains: What SOA is How to evaluate SOA features in business terms How to model SOA How to use The Open Group Architecture Framework (TOGAF ) for SOA SOA governance This book explains how TOGAF can help to make an Enterprise Architecture. Enterprise Architecture is an approach that can help management to understand this growing complexity. |
| create business process flow: Business Process Mapping J. Mike Jacka, Paulette J. Keller, 2009-07-07 Praise for Business Process Mapping IMPROVING Customer Satisfaction SECOND EDITION A must-read for anyone performing business process mapping! This treasure shares step-by-step approaches and critical success factors, based on years of practical, customer-focused experience. A real winner! Timothy R. Holmes, CPA, former General Auditor, American Red Cross Paulette and Mike make extensive use of anecdotes and real-life examples to bring alive the topic of business process mapping. From the outset, this book will engage you and draw you into the world of business process mapping. Who would have thought that reading about business process mapping could make you smile? Well, Mike and Paulette can make it happen! Within each chapter, the authors provide detailed examples and exhibits used to document a process. Each chapter also includes a 'Recap' and 'Key Analysis Points' which enable the reader to distill the highlights of the chapter. Barbara J. Muller, CPA, CFE, Senior Lecturer, School of Accountancy, W. P. Carey School of Business, Arizona State University Keller and Jacka cut through the drudgery of process mapping with a path-breaking approach that enables the reader to better understand processes, how they work and how they work together toward successful achievement of business objectives. With great style and flair, this book will provide you with a different way of thinking and new tools to assist you in process analysis and improvement. This book is a must-read for auditors, risk managers, quality improvement management, and business process engineers. Dean Bahrman, VP and Internal Audit Director (Retired), Global Financial Services Companies Mike Jacka and Paulette Keller show their expertise with the application of business process mapping in increasing customer service and satisfaction in this updated and expanded edition of this popular book. With clear, practical examples and applications, this book shows the writing talents of both authors, and it will be used over and over by those from all lines of industries and professions. Kudos for a job well done! Joan Pastor, PhD, Founding Partner, Licensed Industrial-Organizational Psychologist, JPA International, Inc., Beverly Hills, California |
| create business process flow: Creating Business Applications with Office 365 Jeffrey M. Rhodes, 2019-11-09 Take your Office 365 and SharePoint projects to a higher level by using PowerApps, Flow, Power BI, JavaScript/jQuery jQuery UI widgets, Cascading Style Sheets (CSS), and more. This book will help you create easier solutions to client-side problems and applications. Additionally, you will be able to effectively visualize your data with Power BI. This book starts with configuration of SharePoint and Office 365 followed by your first example of PowerApps. You will lay the foundation for a help ticket application and see how to update a SharePoint list with PowerApps. You then will work with the jQuery open source library and learn how to use the developer tools within your browser. This allows you to customize data displays in SharePoint. Next, you will add jQuery UI widgets such as buttons and dialogs to SharePoint, learning how to configure and manipulate them via JavaScript. You will use these new skills to convert a normal SharePoint announcement into a visually compelling page of network alerts. You also will use JavaScript and styles to hugely improve native SharePoint calendars by color-coding them by category or location. To prevent overlapping events in calendars, you will work with SharePoint's web services and JavaScript. You will use similar concepts to make appealing accordion SharePoint pages. You then will explore Microsoft Forms, Flow, and Power BI, including building surveys in both Forms and SharePoint and using Power BI to show results over the last week, month, quarter, and year. Using advanced Power BI you will see how to deal with JSON, XML, and Yes/No data. Next, you will look at how to display Office documents as well as interact with them via JavaScript. Switching back to PowerApps, you will build the final help ticketing system before using Power BI to see how to visualize the ticket information. After a quick detour on using iFrames in SharePoint, you will jump into building a power routing application using InfoPath and SharePoint Designer. You will even call SharePoint’s web services from Designer to customize email notifications. You end the InfoPath set of chapters with a highly useful application for signing up for and managing attendance for training and other classes. Finally, you will add Google Analytics to track SharePoint usage. What You Will Learn Build powerful applications with PowerApps Extend SharePoint’s capabilities using JavaScript Create surveys with SharePoint and Microsoft Forms, copy the results to SharePoint using Flow, and visualize the data with Power BIEmploy advanced Power BI techniques to include custom columns, pivoting, and dealing with JSON, XML, and Yes/No dataUse InfoPath and SharePoint workflows to create routing systems, schedule classes, and other advanced tasks Who This Book Is For Business and application developers |
| create business process flow: Microsoft Power Platform For Dummies Jack A. Hyman, 2024-11-14 Build business intelligence with insight from a professional Microsoft Power Platform For Dummies covers the essentials you need to know to get started with Microsoft Power Platform, the suite of business intelligence applications designed to make your enterprise work smarter and more efficiently. You'll get a handle on managing and reporting data with Power BI, building no-code apps with Power Apps, creating simple web properties with Power Pages, and simplifying your day-to-day work with Power Automate. Written by a business consultant who's helped some of the world's largest organizations adopt, manage, and get work done with Power Platform, this book gets you through your work without working too hard to figure things out. Discover the tools that come with Power Platform and how they can help you build business intelligence Manage data, create apps, automate routine tasks, create web pages, and beyond Learn the current best practices for launching Power Platform in an organization Get step-by-step instructions for navigating the interface and setting up your tools This is a great quick-start guide for anyone who wants to leverage Power Platform's BI tools. |
| create business process flow: The Decision Model Barbara von Halle, Larry Goldberg, 2009-10-27 In the current fast-paced and constantly changing business environment, it is more important than ever for organizations to be agile, monitor business performance, and meet with increasingly stringent compliance requirements. Written by pioneering consultants and bestselling authors with track records of international success, The Decision Model: A |
| create business process flow: Learning Microsoft Power Apps Arpit Shrivastava, 2024-07-17 In today's fast-paced world, more and more organizations require rapid application development with reduced development costs and increased productivity. This practical guide shows application developers how to use PowerApps, Microsoft's no-code/low-code application framework that helps developers speed up development, modernize business processes, and solve tough challenges. Author Arpit Shrivastava provides a comprehensive overview of designing and building cost-effective applications with Microsoft Power Apps. You'll learn fundamental concepts behind low-code and no-code development, how to build applications using pre-built and blank templates, how to design an app using Copilot AI and drag and drop PowerPoint-like controls, use Excel-like expressions to write business logic for an app, and integrate apps with external data sources. With this book, you'll: Learn the importance of no-code/low-code application development Design mobile/tablet (canvas apps) applications using pre-built and blank templates Design web applications (model-driven apps) using low-code, no-code, and pro-code components Integrate PowerApps with external applications Learn basic coding concepts like JavaScript, Power Fx, and C# Apply best practices to customize Dynamics 365 CE applications Dive into Azure DevOps and ALM concepts to automate application deployment |
| create business process flow: The Office that Grows Your Business Institute for Operational Excellence, 2010 |
| create business process flow: Mastering Microsoft Dynamics CRM 2016 Deepesh Somani, 2017-11-28 This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications About This Book Harness the full power of Dynamics CRM 2016 through real-world scenarios Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016 Who This Book Is For This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial. What You Will Learn Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations Learn about the XRM framework of Dynamics CRM 2016 and leverage its features Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM Get an enhanced Dynamics CRM analytics experience with Word and Excel templates Develop client-side applications using JavaScript and Web API How to develop plugins and workflows using Dynamics CRM 2016 Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016 In Detail Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios. Style and approach This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM. |
| create business process flow: Value-Focused Business Process Engineering : a Systems Approach Dina Neiger, Leonid Churilov, Andrew Flitman, 2008-12-16 One of the keys to successful business process engineering is tight alignment of processes with organisational goals and values. Historically, however, it has always been difficult to relate different levels of organizational processes to the strategic and operational objectives of a complex organization with many interrelated and interdependent processes and goals. This lack of integration is especially well recognized within the Human Resource Management (HRM) discipline, where there is a clearly defined need for greater alignment of HRM processes with the overall organizational objectives. Value-Focused Business Process Engineering is a monograph that combines and extends the best on offer in Information Systems and Operations Research/Decision Sciences modelling paradigms to facilitate gains in both business efficiency and business effectiveness. |
| create business process flow: Value Stream Mapping: How to Visualize Work and Align Leadership for Organizational Transformation Karen Martin, Mike Osterling, 2013-10-25 The first of its kind—a Value Stream Mapping book written for those in service and office environments who need to streamline operations Value Stream Mapping is a practical, how-to guide that helps decision-makers improve value stream efficiency in virtually any setting, including construction, energy, financial service, government, healthcare, R&D, retail, and technology. It gives you the tools to address a wider range of important VSM issues than any other such book, including the psychology of change, leadership, creating teams, building consensus, and charter development. Karen Martin is principal consultant for Karen Martin & Associates, LLC, instructor for the University of California, San Diego's Lean Enterprise program, and industry advisor to the University of San Diego's Industrial and Systems Engineering program. Mike Osterling provides support and leadership to manufacturing and non-manufacturing organizations on their Lean Transformation Journey. In a continuous improvement leadership role for six years, Mike played a key role in Square D Company's lean transformation in the 1990s. |
| create business process flow: Oracle BPM Suite 11g Developer's Cookbook Vivek Acharya, 2012-01-01 This book is written in simple, easy to understand format with lots of screenshots and step-by-step explanations. If you are a BPM developer, looking to develop robust BPM solutions without impediments, then this is the best guide for you. This book assumes that you have a fundamental knowledge of BPM. |
| create business process flow: Improving Business Process Performance Joseph Raynus, 2016-04-19 The managerial practices that successfully drove industry for decades have become insufficient to support the rapidly changing business landscape. Companies around the world are being challenged to improve performance, reshape operations, and adapt swiftly to new opportunities. With an abundance of improvement methodologies and frame |
| create business process flow: Conceptual Modeling - ER 2007 Christine Parent, Klaus-Dieter Schewe, Veda C. Storey, Bernhard Thalheim, 2007-11-14 This book constitutes the refereed proceedings of the 26th International Conference on Conceptual Modeling, ER 2007. Coverage in the papers includes data warehousing and data mining, design methodologies and tools, information and database integration, information modeling concepts and ontologies, integrity constraints, logical foundations of conceptual modeling, patterns and conceptual meta-modeling, semi-structured data and XML, as well as Web information systems and XML. |
| create business process flow: Microsoft Power Platform Enterprise Architecture Robert Rybaric, 2020-09-25 Publisher's Note: This edition from 2020 is outdated and is not compatible with the new standards of Microsoft Power Platform. A new Second edition has been published to cover the latest patterns, models, and methodologies leveraging the Microsoft ecosystem to create tailor-made enterprise applications. It combines the powers of Power Apps, Power BI, Azure, and Dynamics 365 to create enterprise applications. Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book. |
| create business process flow: Microsoft Power Platform Developer Exam Practice Questions and Dumps Aiva Books, This exam design, develop, test, secure, and troubleshoot Microsoft Power Platform solutions. Candidates implement components of a solution that include application enhancements, custom user experiences, system integrations, data conversions, and custom process automation. Here we’ve brought best Exam practice questions for Microsoft Power Platform Developer so that you can prepare well for this PL-400 exam. Unlike other online simulation practice tests, you get an eBook version that is easy to read & remember these questions. You can simply rely on these questions for successfully certifying this exam. |
| create business process flow: BUSINESS PROCESS AUTOMATION SANJAY MOHAPATRA, 2009-01-01 This book discusses the major trends in Business Process Automation (BPA) and explains how BPA technologies and tools are applied in practice. It introduces the students to the concepts of BPA and describes the need for automation in business process management. The book illustrates live examples of different functions of an enterprise where automation has been successfully implemented to reap business benefits. It elaborates the applications of BPA in various sectors such as HR and payroll, marketing, e-governance, knowledge management and banking. The text also discusses in detail the role of Chief Information Officer (CIO) as a change agent for designing and implementing automation initiatives. Return-on-Investment (ROI) calculations have been shown as a business case for automating business processes. Evaluation criteria for deciding which software package to be implemented have been thoroughly explained. Key Features : Provides case studies at the end of all chapters to help the students for easy understanding of the concepts discussed. Includes chapter-end questions to test students’ comprehension of the subject. Presents a glossary of technical terms. The book is designed for the postgraduate students of management. It would be useful for the professionals and practitioners for implementation of process automation in organizations as well. |
| create business process flow: Microsoft Dynamics CRM 2016 Customization Nicolae Tarla, 2016-05-27 Use a no-code approach to create powerful business solutions using Dynamics CRM 2016 About This Book Latest guide on customizing your system using various features in Dynamics CRM 2016; Highly practical, example-rich guide that gives you power to bend Dynamics CRM to maximize profits in your organization; A no-code guide that is easy to follow for even non-programmers Who This Book Is For If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software What You Will Learn Configure Outlook to integrate with your Dynamics CRM online instance Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation Find out how to use different entity views in order to get a 360-degree view of customer data Map modern business processes to the platform to enhance the user experience Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows Use internal and external social data to enhance the user's ability to make the right decisions Dive into generic administration options such as managing configuration and customization to become a power user In Detail Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We'll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we'll also cover the latest advancements in CRM's mobile capabilities and its complete offline support so you can better customize it. Style and approach Microsoft Dynamics CRM is a Microsoft solution for various needs of customer relationship management and is already equipped to be flexible to some extent as per the needs of the business. With Microsoft Dynamics CRM 2016, many new features for Social, marketing, sales, integration with other tools are added. These features add many dimensions to customization. This book will not only showcase how CRM can be customized but will also be a guide on how latest advancements in Dynamics CRM 2016 can be used for the benefit of your business. |
| create business process flow: Enterprise Process Management Systems Vivek Kale, 2018-10-10 Enterprise Process Management Systems: Engineering Process-Centric Enterprise Systems using BPMN 2.0 proposes a process-centric paradigm to replace the traditional data-centric paradigm for Enterprise Systems (ES)--ES should be reengineered from the present data-centric enterprise architecture to process-centric process architecture to be called as Enterprise Process Management Systems (EPMS). The real significance of business processes can be understood in the context of current heightened priority on digital transformation or digitalization of enterprises. Conceiving the roadmap to realize a digitalized enterprise via the business model innovation becomes amenable only from the process-centric view of the enterprise. This pragmatic book: Introduces Enterprise Process Management Systems (EPMS) solutions that enable an agile enterprise. Describes distributed systems and Service Oriented Architecture (SOA) that paved the road to EPMS. Leverages SOA to explain the cloud-based realization of business processes in terms of Web Services. Describes how BPMN 2.0 addresses the requirements for agility by ensuring a seamless methodological path from process requirements modeling to execution and back (to enable process improvements). Presents the spreadsheet-driven Spreadsheeter Application Development (SAD) methodology for the design and development of process-centric application systems. Describes process improvement programs ranging right from disruptive programs like BPR to continuous improvement programs like lean, six sigma and TOC. Enterprise Process Management Systems: Engineering Process-Centric Enterprise Systems using BPMN 2.0 describes how BPMN 2.0 can not only capture business requirements but it can also provide the backbone of the actual solution implementation. Thus, the same diagram prepared by the business analyst to describe the business’s desired To-Be process can also be used to automate the execution of that process on a modern process engine. |
| create business process flow: Business Process Management Design Guide: Using IBM Business Process Manager Dr. Ali Arsanjani, Nakul Bharade, Magnus Borgenstrand, Philipp Schume, J. Keith Wood, Vyacheslav Zheltonogov, IBM Redbooks, 2015-04-27 IBM® Business Process Manager (IBM BPM) is a comprehensive business process management (BPM) suite that provides visibility and management of your business processes. IBM BPM supports the whole BPM lifecycle approach: Discover and document Plan Implement Deploy Manage Optimize Process owners and business owners can use this solution to engage directly in the improvement of their business processes. IBM BPM excels in integrating role-based process design, and provides a social BPM experience. It enables asset sharing and creating versions through its Process Center. The Process Center acts as a unified repository, making it possible to manage changes to the business processes with confidence. IBM BPM supports a wide range of standards for process modeling and exchange. Built-in analytics and search capabilities help to further improve and optimize the business processes. This IBM Redbooks® publication provides valuable information for project teams and business people that are involved in projects using IBM BPM. It describes the important design decisions that you face as a team. These decisions invariably have an effect on the success of your project. These decisions range from the more business-centric decisions, such as which should be your first process, to the more technical decisions, such as solution analysis and architectural considerations. |
| create business process flow: Learning Microsoft Power Automate Paul Papanek Stork, 2023-03 Processing information efficiently is critical to the successful operation of modern organizations. One particularly helpful tool is Microsoft Power Automate, a low-code/no-code development platform designed to help tech-savvy users create and implement workflows. This practical book explains how small-business and enterprise users can replace manual work that takes days with an automated process you can set up in a few hours using Power Automate. Paul Papanek Stork, principal architect at Don't Pa..Panic Consulting, provides a concise yet comprehensive overview of the foundational skills required to understand and work with Power Automate. You'll learn how to use these workflows, or flows, to automate repetitive tasks or complete business processes without manual intervention. Whether you're transferring form responses to a list, managing document approvals, sending automatic reminders for overdue tasks, or archiving emails and attachments, these skills will help you: Design and build flows with templates or from scratch Select triggers and actions to automate a process Add actions to a flow to retrieve and process information Use functions to transform information Control the logic of a process using conditional actions, loops, or parallel branches Implement error checking to avoid potential problems |
| create business process flow: Successful Business Process Management Paula Berman, 2014-04-23 This book has done all the homework for you and provides a succinct, accessible overview on the training and tools available for process improvement that fills that gap of being not too rigid nor too blasé. Too few standard procedures within an organization and inefficiency will inevitably ensue. But too many, and creativity is stifled. This catch-22 is enough to make heads spin! How does one settle on the perfect mix that will streamline activities and create smooth workflows? In Successful Business Process Management, you will discover step-by-step instructions that explain how to: Overcome resistance and apathy to standard procedures Take a systematic rather than ad hoc approach to process management Design key processes and capture them in documented procedures Revise existing processes when feasible Roll out the changes so people know what to do Embed them in the organization for reliable outcomes With the increasingly complex organizations of the twenty-first century, it is vital that companies have standard, documented processes and procedures in order to achieve high levels of quality and productivity--yet they can’t afford to dampen the innovation that got them on the map in the first place. Successful Business Process Management will show you how to get it just right. |
| create business process flow: Creating Business Agility Rodney Heisterberg, Alakh Verma, 2014-09-15 Creating Business Agility: How Convergence of Cloud, Social, Mobile, Video, and Big Data Enables Competitive Advantage provides a game plan for integrating technology to build a smarter, more customer-centric business. Using a series of case studies as examples throughout, the book describes the agility that comes from collaborative commerce, and provides key decision makers the implementation roadmap they need to build a successful business ecosystem. The focus is on Business Agility Readiness in terms of the five major changes affecting the information technology landscape, and how data-driven delivery platforms and decision-making processes are being reinvented using digital relationships with a social business model as the consumer world of technology drives innovation and collaboration. Cloud computing, social media, next-gen mobility, streaming video, and big data with predictive analytics are major forces now for a competitive advantage, and Creating Business Agility provides leaders with a roadmap for readiness. Business leaders tasked with innovation and strategy will find that Creating Business Agility provides important insight from an informed perspective. |
| create business process flow: Becoming a Dynamics 365 Finance and Supply Chain Solution Architect Brent Dawson, Laurynas Merkelis, 2023-06-30 Reap the full potential of D365 Finance and Supply Chain Management with tips, best practices, proven architectural design concepts, and solutions to common challenges Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn to use Microsoft Fasttrack to successfully implement and deploy D365 F&SCM solutions Understand architectural considerations and best practices for D365 Finance and SCM applications Gain expert guidance on data migration, complex integration, security, and licensing Book Description Implementing an ERP project is a daunting task, and it can often get derailed due to several reasons, including but not limited to inefficient planning, inadequate resource scoping, insufficient working knowledge of ERP systems, and more. Becoming a Dynamics 365 Finance and Supply Chain Solution Architect helps you understand the intricacies of ERP project implementation for seamless deployment. This comprehensive guide helps you gain a deep understanding of how to implement and optimize robust business applications that meet the evolving needs of organizations. You'll discover various integration methodologies to integrate different software applications and plan successful data migration seamlessly. By leveraging the author's expertise, you'll explore different challenges that can lead to project failure or cost/time overruns, along with customized solutions to maneuver past those issues for a successful outcome. By the end of the book, you'll be able to identify potential issues that can negatively impact the delivery of the project and make design decisions that will prevent any potential negative impact on the design and functionality of the system at go-live stage. What you will learn Design an architectural solution for Dynamics 365 with the Fasttrack method Discover potential issues that occur while integrating D365 Finance & Supply Chain Management Set up industry-standard yet customized security configurations Scope license requirements and apply license rules during deployment Plan and test for successful data migration and system integration Identify required tools, applications, and methods for ALM Explore different aspects of human change management in D365 F&SCM projects Who this book is for This book is for aspiring Microsoft D365 finance and supply chain solutions architects looking to take up the challenges of integrating different systems, configuring security models, complex data migrations, licensing, and overall system design based on client requirements. Furthermore, this book serves as a valuable guide for experienced solution architects seeking to expand their skill set and enhance their expertise in tackling complex challenges within the field. |
| create business process flow: Extending Microsoft Business Central with Power Platform Kim Congleton, Shawn Sissenwein, 2023-08-25 Discover how you can extend the capabilities of Business Central by building and deploying Power Platform solutions Purchase of the print or Kindle book includes a free PDF eBook Key Features Unlock the full potential of Business Central using Power Platform, including Power Apps, Power Automation, and Dataverse Gain proficiency in using standard Business Central APIs and creating new APIs Implement best practices for developing and rolling out Business Central projects with enhanced functionality Book DescriptionUnlock the untapped potential of Business Central by harnessing the power of the Power Platform with this comprehensive guide, transforming your cumbersome manual processes and limited customization capabilities into a vast array of extended functionalities and possibilities. You’ll begin by exploring the potential of Power Platform and its seamless integration with both the on-premises and cloud versions of Business Central, amplifying the capabilities of your business operations. You’ll then learn how to set up virtual tables and use Dataverse to create a simple model-driven app. As the book progresses, you’ll leverage Power Apps, including both Canvas apps and model-driven apps, to build apps around Business Central processes. The book also highlights Power Automate’s capabilities to create or modify business processes while incorporating new processes and automation. As you advance, you’ll connect to Business Central APIs that can be implemented to connect with Business Central Data and finally integrate Power BI natively with Business Central, empowering you to construct advanced reports and dashboards. With the hands-on experience gained throughout the book, you’ll build expertise in customizing Business Central with Power Platform to deliver more scalable and maintainable solutions.What you will learn Build and deploy robust Power Platform solutions for Business Central Seamlessly integrate Business Central both in the cloud and on-premises with Power Platform using a wide range of connectors Set up virtual tables and gain insights into the extensive capabilities of Dataverse Build and connect Power Apps, enabling seamless Power BI integration for Business Central Create exceptional automated flows with advanced Power Automate configurations Understand user adoption strategies and the center of excellence Who this book is forWhether you’re a Business Central Power user, technical consultant, or solution architect looking to expand your capabilities using the Power Platform, this book is for you. No prior technical expertise in programming or software development is required; all you need is a basic familiarity with Business Central. |
| create business process flow: The Quality Toolbox Nancy Tague, 2004-07-14 The Quality Toolbox is a comprehensive reference to a variety of methods and techniques: those most commonly used for quality improvement, many less commonly used, and some created by the author and not available elsewhere. The reader will find the widely used seven basic quality control tools (for example, fishbone diagram, and Pareto chart) as well as the newer management and planning tools. Tools are included for generating and organizing ideas, evaluating ideas, analyzing processes, determining root causes, planning, and basic data-handling and statistics. The book is written and organized to be as simple as possible to use so that anyone can find and learn new tools without a teacher. Above all, this is an instruction book. The reader can learn new tools or, for familiar tools, discover new variations or applications. It also is a reference book, organized so that a half-remembered tool can be found and reviewed easily, and the right tool to solve a particular problem or achieve a specific goal can be quickly identified. With this book close at hand, a quality improvement team becomes capable of more efficient and effective work with less assistance from a trained quality consultant. Quality and training professionals also will find it a handy reference and quick way to expand their repertoire of tools, techniques, applications, and tricks. For this second edition, Tague added 34 tools and 18 variations. The Quality Improvement Stories chapter has been expanded to include detailed case studies from three Baldrige Award winners. An entirely new chapter, Mega-Tools: Quality Management Systems, puts the tools into two contexts: the historical evolution of quality improvement and the quality management systems within which the tools are used. This edition liberally uses icons with each tool description to reinforce for the reader what kind of tool it is and where it is used within the improvement process. |
| create business process flow: Microsoft Dynamics CRM 2013 Unleashed Marc J. Wolenik, 2014 Microsoft� Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall '13, and many features first introduced in Microsoft's Polaris and Update Rollup 12. You'll find thorough coverage of Dynamics' revamped Flow interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability-information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to... Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM's new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available |
| create business process flow: Infonomics for Distributed Business and Decision-Making Environments: Creating Information System Ecology Pankowska, Malgorzata, 2009-10-31 Provides a greater understanding of issues, challenges, trends, and technologies effecting the overall utilization and management of information in modern organizations around the world. |
| create business process flow: Dynamics 365 Essentials Sarah Critchley, 2020-06-25 Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents. After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Study the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365 |
| create business process flow: Building Solutions with the Microsoft Power Platform Jason Rivera, 2023-01-05 With the accelerating speed of business and the increasing dependence on technology, companies today are significantly changing the way they build in-house business solutions. Many now use low-code and no code technologies to help them deal with specific issues, but that's just the beginning. With this practical guide, power users and developers will discover ways to resolve everyday challenges by building end-to-end solutions with the Microsoft Power Platform. Author Jason Rivera, who specializes in SharePoint and the Microsoft 365 solution architecture, provides a comprehensive overview of how to use the Power Platform to build end-to-end solutions that address tactical business needs. By learning key components of the platform, including Power Apps, Power Automate, and Power BI, you'll be able to build low-code and no code applications, automate repeatable business processes, and create interactive reports from available data. Learn how the Power Platform apps work together Incorporate AI into the Power Platform without extensive ML or AI knowledge Create end-to-end solutions to solve tactical business needs, including data collection, process automation, and reporting Build AI-based solutions using Power Virtual Agents and AI Builder |
| create business process flow: Dynamics 365 CE Essentials Sarah Critchley, 2018-11-20 Discover how to set up core Dynamics 365 Customer Engagement functionality and learn how to build more customized processes on top of the standard capabilities. This book starts by showing you how to set up the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In the second section, you’ll work through UI customizations, process automation and reporting in Dynamics 365 CE. Learn about the App Framework, how to create model-driven apps and how to get started with the Common Data Service for Apps. Leverage Microsoft Flow within Dynamics 365 CE to create loosely coupled business applications using automation from Microsoft and third-party services. After reading Dynamics 365 CE Essentials, you will have mastered the core functionality available in Dynamics 365 CE and be able to set it up for a number of different scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Learn about the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365. |
| create business process flow: Project Workflow Management Daniel Epstein, Rich Maltzman, 2013-11-07 Foreword by industry legend Harold Kerzner! This book describes a completely unique step-by-step, workflow-guiding approach to project management which simplifies activities by enforcing execution of all required processes on time, and redirecting to an alternative path in the event of project issues. Since compliance with all project management processes is enforced by the workflow, product quality is significantly improved and life cycle errors are almost eliminated. Project Workflow Management: A Business Process Approach is the first and only book in the marketplace which enables readers with no prior project management experience to manage the entire life cycle of any small to mid-sized project. It also equips mid- and senior-level project managers with directions and a detailed map to the effective management of complex projects and programs. |
| create business process flow: Administering, Configuring, and Maintaining Microsoft Dynamics 365 in the Cloud Mark Beckner, Scott McFarland, 2017 As Microsoft's Dynamics 365 gains ground and businesses adopt this tool, the demand for internal resources who need to understand how to support and maintain it increases. Administering, Configuring, and Maintaining Microsoft Dynamics 365 in the Cloud addresses the needs of those who support Dynamics, discussing numerous real-world scenarios that businesses must deal with when implementing Dynamics 365. Scenarios are presented with simple, fully functional walkthroughs so that non-developers can follow the instructions and learn how to address any issues that need to be resolved. The variety of concepts discussed in this book include how to: Quickly set up and configure users, teams, business units, and security Navigate through the system and present data in easy to access dashboards and SSRS reports Import data and export data, and migrate data between systems Create customized Business Process Flows, Workflows, and Business Rules Customize your Dynamics 365 instance with new entities, fields, and JavaScript Deploy and manage plugins and solutions |
| create business process flow: BPMN Modeling and Reference Guide Stephen A. White, Derek Miers, 2008 Business Process Modeling Notation (BPMN) is a standard, graphical modeling representation for business processes. It provides an easy to use, flow-charting notation that is independent of the implementation environment. An underlying rigor supports the notation-facilitating the translation of business level models into executable models that BPM Suites and workflow engines can understand. Over recent years, BPMN has been widely adopted by Business Process Management (BPM) related products-both the Business Process Analysis and Modeling tool vendors and the BPM Suites. This book is for business users and process modeling practitioners alike. Part I provides an easily understood introduction to the key components of BPMN (put forward in a user-friendly fashion). Starting off with simple models, it progresses into more sophisticated patterns. Exercises help cement comprehension and understanding (with answers available online). Part II provides a detailed and authoritative reference on the precise semantics and capabilities of the standard. |
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