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About
this Course
This one-day instructor-led course provides
students with the information and tools to
use Microsoft Dynamics Sure Step. The course
focuses on the implementation methodology
model that provides the foundation for
Microsoft Dynamics Sure Step, and how to use
Microsoft Dynamics Sure Step. The course
provides guidelines and best practices for
using Microsoft Dynamics Sure Step in
preparation for and execution of an
implementation project for one of the
Microsoft Dynamics business management
solutions. The goal of the course is to
accelerate students’ understanding about how
to use Microsoft Dynamics Sure Step in
Microsoft Dynamics implementation
engagements.
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Audience Profile
This course is intended for the following
audience:
- Existing Microsoft Dynamics Partners and
Microsoft Consultants who will use Microsoft
Dynamics Sure Step to guide them in customer
implementations of Microsoft Dynamics AX,
Microsoft Dynamics GP, Microsoft Dynamics
NAV, or Microsoft Dynamics SL.
- New Microsoft Dynamics Partners with
little or no experience using an
implementation methodology for Microsoft
Dynamics solutions.
- Project managers who manage a Microsoft
Dynamics implementation project.
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At
Course Completion
After completing this course, students will
be able to:
- Describe the implementation model that
supports Microsoft Dynamics Sure Step.
- Describe the structure, organization,
and components of Microsoft Dynamics Sure
Step.
- Use Microsoft Dynamics Sure Step.
- Use the project management strategies,
tools, and templates in Microsoft Dynamics
Sure Step to manage a successful engagement.
- Customize Microsoft Dynamics Sure Step
to incorporate partner-specific
methodologies, templates, and tools.
- Describe how Microsoft Dynamics Sure
Step supports different types of
implementation scenarios.
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No Microsoft Certified Professional exams are
associated with this course currently.
Course OutlineModule
1: Introduction
This module introduces Microsoft Dynamics Sure Step
and describes the implementation methodology model
on which Microsoft Dynamics Sure Step is based. In
the hands-on lab for this module, students will
explore Microsoft Dynamics Sure Step.
Lessons
- What is
Dynamics Sure Step
- The
Value of Microsoft Dynamics Sure Step
-
Benefits of using Microsoft Dynamics Sure Step
-
Microsoft
Dynamics Sure Step Model
-
Who Uses Microsoft Dynamics Sure Step
-
Microsoft
Dynamics Sure Step Model and Other Microsoft
Frameworks
-
Microsoft Dynamics Sure Step Platform Structure
-
Navigating Microsoft Dynamics Sure Step
-
Installing Microsoft Dynamics Sure Step
Lab : Exploring Microsoft Dynamics
Sure Step
After completing this module, students will be able
to:
- Define the purpose of Microsoft Dynamics Sure
Step.
- Describe the benefits for using Microsoft
Dynamics Sure Step.
- Describe the components of the Microsoft
Dynamics Sure Step model.
- Describe who uses Microsoft Dynamics Sure Step
and during what phases of an implementation project.
- Differentiate between Microsoft Dynamics Sure
Step and other Microsoft frameworks.
- Identify the components that make up the
Microsoft Dynamics Sure Step platform and interface.
- Navigate Microsoft Dynamics Sure Step.
- Install Microsoft Dynamics Sure Step.
Module 2: Implementation Phases
and Offerings
This module discusses how to use Microsoft Dynamics
Sure Step. It describes the implementation
activities in each phase, the deliverables produced
in each phase, and the best practices for performing
activities in each phase. The module also discusses
the different service offerings in Microsoft
Dynamics Sure Step. In the hands-on lab for this
module, students will use Microsoft Dynamics Sure
Step to answer questions related to a fictitious
implementation scenario.
Lessons
-
Overview of the Implementation Methodology
-
Diagnostic Phase
-
Analysis Phase
- Design
Phase
-
Development Phase
-
Deployment Phase
-
Operation Phase
- Sure
Step Methodology Offerings
Lab : Using Microsoft Dynamics
Sure Step
After completing this module, students will be able
to:
- Describe
the purpose of the phase planning activity,
preconditions, and deliverables in the
implementation methodology.
- Describe
the key activities, deliverables, and best practices
for each phase in Microsoft Dynamics Sure Step.
-
Differentiate among the different offerings
supported by Microsoft Dynamics Sure Step.
- Determine
the offering to use for a given implementation
project.
Module 3: Managing Implementation
ProjectsThis module focuses on the project
management strategies and disciplines that are
integrated in Microsoft Dynamics Sure Step. It also
describes how to use the project management tools in
Microsoft Dynamics Sure Step. In the hands-on labs for
this module, students explore various project management
tools and templates and organize an implementation
project by using the Project Repository.
Lessons
- Common
Problems in Implementation Projects
- Project
Management Components in Microsoft Dynamics Sure
Step
-
Integration of Project Management Tasks
- Project
Management Disciplines
- Project
Management Processes
- Cross
Phase Processes
- Project
Management Deliverables
- Project
Management Tools and Templates
- Using
the Project Repository
- Best
Practices for Managing Implementation Projects
Lab : Managing Implementation
Projects with the Project RepositoryLab : Managing Risk
and Scope in Implementation Projects
After completing this module, students will be able
to:
- Describe
common problems that occur in implementation
projects.
- Describe
the project management components supported by
Microsoft Dynamics Sure Step.
- Describe
how project management tasks are integrated into
each phase in Microsoft Dynamics Sure Step.
- Describe
the project management processes supported by
Microsoft Dynamics Sure Step and describe how those
processes align with the implementation phases.
- Describe
the project management disciplines supported by
Microsoft Dynamics Sure Step.
- Describe
the cross phase processes supported by Microsoft
Dynamics Sure Step.
- Identify
the project management deliverables created during a
Microsoft Dynamics implementation project.
- Use project
management tools and templates included with
Microsoft Dynamics Sure Step.
- Use the
Project Repository feature to organize and share
project documents.
- Apply best
practices for managing implementation projects using
Microsoft Dynamics Sure Step.
Module 4: Customizing Microsoft
Dynamics Sure StepThis module explains how to
create customized Microsoft Dynamics Sure Step Projects
to meet the requirements of a business, to support the
industry vertical focus, and to meet the needs of
clients. The module also discusses how Microsoft
Dynamics Sure Step projects are stored, shared, and
archived.
Lessons
- Why
Create Custom Microsoft Dynamics Sure Step Projects
- What is
a Microsoft Dynamics Sure Step Project
- Sharing
Microsoft Dynamics Sure Step Projects
-
Managing Microsoft Dynamics Sure Step Projects
-
Incorporating Customizations
Lab : Working with Microsoft
Dynamics Sure Step ProjectsLab : Adding New Tools and
Templates to Microsoft Dynamics Sure Step
After completing this module, students will be able
to:
- Describe reasons for creating Custom Microsoft
Dynamics Sure Step Projects.
- Describe Microsoft Dynamics Sure Step Projects.
- Describe how to make Microsoft Dynamics Sure
Step Projects available to other users.
- Describe how to manage Microsoft Dynamics Sure
Step Projects.
- Describe how to incorporate customizations from
Microsoft Dynamics Sure Step version 1 into the
current version of Microsoft Dynamics Sure Step.
Module 5: Implementation ScenariosThis module
describes the different types of implementation projects
that are supported by Microsoft Dynamics Sure Step. It
also introduces complex rollout scenarios. In the
instructor-facilitated lab activity for this module,
students determine what type of implementation project
meets the requirements of fictitious implementation
scenarios.
Lessons
-
Decision Accelerators
-
Implementation Projects
- Complex
Rollout Scenarios
-
Optimization Offerings
- Best
Practices
Lab : Determining an
Implementation Approach
After completing this module, students will be able
to:
- Describe
the Decision Accelerators offered by Microsoft
Dynamics Sure Step.
- Describe
the different types of implementation projects
supported by Microsoft Dynamics Sure Step.
- Describe
the complex rollout scenarios supported by Microsoft
Dynamics Sure Step.
- Describe
the Optimization Offerings supported by Microsoft
Dynamics Sure Step.
Apply best practices for implementation projects and
complex rollout scenarios.
- Determine
which type of implementation project or complex
rollout scenario to use given a set of customer
requirements.