Monday, May 02, 2022

Documenting Power Automate Flows with Flow to Visio XrmToolBox Add-on

Last year I needed to document some rather complex Power Automate cloud flows and that's when I stumbled upon this great tool from Carl Cookson (aka @LinkeD365): the Flow to Visio XrmToolBox add-on. This XrmToolBox addon - XrmToolBox is the Swiss army knife for CRM  and Power Platform) consultants, check out https://www.xrmtoolbox.com/ for more info -  allows you to generate a Visio diagram for Power Automate Flows and Azure Logic Apps. Being able to generate Visio documents for Power Automate Flows is a great way to automatically generate a starting point for documentation. 

When you connect to a Dataverse instance, it will show you all of the different cloud flows. You can select one or more flows and simply click "Create Visio".


What I especially like about this tool that since the documentation is generated in Visio you can still clean up the output or remove parts of the flow in the Visio document which don't require explanation.


Note: You also might want to take a look at PowerDocu which contains 2 console apps you can use to document Power Automate Flows as well as Power Apps Canvas Apps

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