Book Image

Visualize Complex Processes with Microsoft Visio

By : David J Parker, Šenaj Lelić
Book Image

Visualize Complex Processes with Microsoft Visio

By: David J Parker, Šenaj Lelić

Overview of this book

Every business has process flows, but not all of them are fully described to or verified for accuracy with each stakeholder. This not only presents a risk for business continuity but also removes the ability to make insightful improvements. To make these complex interactions easy to grasp, it’s important to describe these processes visually using symbology that everybody understands. Different parts of these flows should be collaboratively developed and stored securely as commercial collateral. Visualize Complex Processes with Microsoft Visio helps you understand why it is crucial to use a common, systematic approach to document the steps needed to meet each business requirement. This book explores the various process flow templates available in each edition of Microsoft Visio, including BPMN. It also shows you how to use them effectively with the help of tips and techniques and examples to reduce the time required for creating them, as well as how you can improve their integration and presentation. By the end of this book, you’ll have mastered the skills needed to create data-integrated business flowcharts with Microsoft Visio, learned how to effectively use these diagrams collaboratively, but securely, and understood how to integrate them with other M365 apps, including Excel, Word, PowerPoint, and Power Automate.
Table of Contents (14 chapters)

Publishing a Visio file in Microsoft Teams on a tab

To create a tab, hit the + button in the Teams menu.

Figure 8.13 – The plus button

Figure 8.13 – The plus button

After that, in the app selection dialog, select the Visio app from the list of apps.

Figure 8.14 – Selecting the Visio app

Figure 8.14 – Selecting the Visio app

The next step is to select the location of our Visio file. Note that with the Visio app, we can even pull the file from SharePoint locations.

Figure 8.15 – Storage locations for Visio files in the Visio App for Microsoft Teams

Figure 8.15 – Storage locations for Visio files in the Visio App for Microsoft Teams

Note that with the Visio app, we can pick either a file within Microsoft Teams, a file from SharePoint, or a file from OneDrive for Business.

The selector allows us to pick a file from both:

Figure 8.16 – Selecting the file

Figure 8.16 – Selecting the file

After selecting the file, it will be visible as a new tab in Microsoft Teams.

Figure 8.17 – The published Visio file

Figure 8.17 – The published...