Visual Solutions: The Power of Visio in enCloud9’s Customization Approach

by | Apr 29, 2024 | Dynamics 365 Sales, Dynamics 365 Sales Cycle, enCloud9, Microsoft Dynamics 365

In today’s dynamic business environment, staying competitive demands constant evolution of processes. At enCloud9, a prominent business consulting firm, the intricacies of process improvement are a focal point. Brian Begley, CEO of enCloud9, emphasizes that documenting processes is the “cornerstone of a successful customization.” This documentation not only provides clarity but also serves as a foundation for improvement guidance. Learn how enCloud9 meticulously captures company processes, by utilizing Microsoft Visio.

Introduction to Microsoft Visio

Microsoft Visio is a software tool within Microsoft Office that helps you create different types of diagrams. Visio is commonly used in business, engineering, and other areas where visualizing processes or systems is important. These diagrams can be things like flowcharts, organizational charts, network diagrams or floor plans.  Overall, Visio’s combination of ease of use, flexibility, collaboration capabilities, integration with other Microsoft tools, data visualization features, comprehensive functionalities, and support for standardization make it an excellent choice for documenting business processes across a wide range of industries and domains.

Visio’s importance in process visualization

Microsoft Visio offers a way to organize complex ideas visually. By making information visual, it makes the information easier to digest. By using Visio, process diagrams can be created. Process diagrams are visualizations of any sort of step-by-step process. Process Diagrams are usually created as flowcharts, with shapes that represent steps in the process connected by arrows that indicate the next step.

Visio provides the tools needed to create clear and intuitive diagrams. This visual clarity enhances communication, collaboration, and problem-solving within teams and organizations. So, Visio plays a vital role in streamlining processes, improving efficiency, and ensuring everyone involved is on the same page.

Discovery: First step in a customization or implementation at enCloud9

Discovery is always the first step in any Dynamics 365 implementation project at enCloud9. It is imperative to learn as much as we can about our client’s business and the processes that they are looking to implement in Dynamics 365. It’s the stage where businesses and consultants collaborate to understand business needs, challenges, and goals, which then inform the requirements for the solution. As part of Discovery we interview the people who perform the day-to-day processes. For example. if we were looking at improving the sales processes, we would want to interview the salespeople and the sales managers. By interviewing the people performing the current process, you would also ask them where certain processes falter. (Where are the bumps in the road, what are is not being gathered, what is being gathered that is irrelevant)? You might hear us asking questions such as “Tell us about your company” or “Walk us through this process” or ‘Who is in charge of this at your company?” This is our time to listen and learn as much as we can abut the company, so that we can identify bottlenecks, etc.

Visio’s Crucial Role at enCloud9

Before enCloud9 begins the implementation phase of a project, we will document our Discovery findings. There are many methods that can be used to document business processes. enCloud9 relies on Visio for this purpose mainly because of its visual nature. Documenting business processes in a visual representation presents easier to digest information – much simpler to comprehend than a long narrative document. Brian Begley, enCloud9’s owner, states that “by making it visual, our clients gain a better understanding of what our intentions are.” With Visio, you can get as complex as you want with diagrams, but at enCloud9, we try to keep our diagrams as simple as possible.

Once we have all relevant processes documented, we can then easily collaborate with our clients. Our first step, of course, is making sure that we have created an accurate representation of their company’s processes. This allows users and consultants to see potential bottlenecks. Next improvements are made to the process documents, and signed off by the clients. Finally we can begin the fun part of any Dynamics 365 CRM project, the Implementation.

Dynamics 365 Lead Qualification Process

The diagram below illustrates the lead qualification process in Dynamics 365. The squares represent actions, while the diamond signifies decision points. When a lead enters our system, it typically originates from either a form submission or a meeting at a trade show. When the lead comes in, lead record, followed by outreach via email or phone communication. During this interaction, we pose qualifying questions, including inquiries about budget, decision-making authority, company needs, and project timeline, known as the BANT review.

Based on the responses gathered and the outcome of the BANT review, a pivotal decision point emerges: Is the lead deemed an opportunity? If not, the lead is disqualified -no further action is taken with this lead. If the answer is yes, the lead then qualified. Dynamics 365 then automatically creates the lead as an account, a contact, and an opportunity.

Further insights into the lead-to-opportunity segment of the sales cycle can be explored here.

Explore further insights into the Dynamics 365 Sales cycle and discover how to enhance lead generation with Dynamics 365. Visit our blog for a wealth of informative articles on Dynamics 365.

Dynamics 365 Sales cycle and about supercharging lead generation with Dynamics 365. Visit our blog for more informative articles about Dynamics 365.

Visio Lead Process | enCloud9


In today’s dynamic business landscape, where staying competitive hinges on continuous process evolution, enCloud9 stands as a beacon of expertise in process improvement. Led by CEO Brian Begley’s vision, we understand that documenting processes is the cornerstone of successful customization, providing clarity and serving as a foundation for improvement guidance. Utilizing Microsoft Visio, we meticulously capture company processes, ensuring thorough comprehension and enabling systematic enhancements. Visio’s intuitive interface, customization options, seamless collaboration features, and integration with other Microsoft tools empower us to create clear and intuitive diagrams that enhance communication, streamline processes, and drive efficiency. As the first step in any Dynamics 365 customization or implementation project, our discovery process ensures a deep understanding of our clients’ needs, laying the groundwork for impactful solutions. With enCloud9 as your partner, you can unlock the full potential of Dynamics 365 and propel your business towards unparalleled success.

Ready to take your Dynamics 365 customization to the next level?

Look no further than enCloud9, your trusted partner in achieving unparalleled success. With our proven expertise and unwavering commitment to excellence, we offer a comprehensive suite of services tailored to meet your unique business needs. Whether you’re looking to streamline operations, optimize workflows, or enhance customer engagement, our team of certified Dynamics 365 consultants is here to guide you every step of the way. Discover how enCloud9 can empower your business to thrive in today’s dynamic marketplace. Whether you are looking for a Dynamics 365 implementation or a customization, schedule a consultation with enCloud9 today and unlock the full potential of Dynamics 365 with confidence and ease.

In the complex realm of Dynamics 365 customization, seeking expert assistance can be a game-changer. By turning to certified Dynamics 365 consultants like enCloud9, businesses can tap into specialized knowledge and best practices, speeding up implementation and overcoming technical hurdles with confidence. Explore our diverse range of services to find the perfect fit for your needs and propel your business towards success today! Contact enCloud9 today!

If your Dynamics 365 isn’t living up to its potential, utilize enCloud9’s Rescue and Repair services. Take a look at our blog post where we’ve gathered a list of some of the most challenging issues we’ve successfully resolved for our clients.


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