Exclusive
CRM

Project Managing Microsoft Dynamics CRM Implementations with Microsoft Dynamics Sure Step 2010
(Microsoft Training Course: 80235) - 2 days - £1200 exc VAT

 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct 
London03 01 05 02 01 05 03  07 04 01 06  


> Target Audience
This workshop focuses on the Project Management area of Microsoft Dynamics Sure Step 2010. Students assume the role of a Project Manager as they complete a case study involving the implementation of Microsoft Dynamics CRM at Tailspin Toys, a fictitious customer account. It is intended for Project Managers and Implementation Consultants responsible for managing Microsoft Dynamics CRM implementations.
> Course outline
  1. Introduction to the Microsoft Dynamics Sure Step Case Study
  2. Project Initiation and Planning in the Diagnostic Phase
  3. Project Planning and Execution during the Analysis Phase
  4. Project Execution and Monitoring during the Design, Development, and Deployment Phases
  5. Project Closure during the Operation Phase

Supplementary InformationThis MOC course is completely lab based as is outlined on this web page. This course also includes a new book ‘Microsoft Dynamics Sure Step 2010’ for students to read after the course. The trainer for this course is a very experienced fully qualified Microsoft Certified Trainer who has taught this course several times. However, the trainer does not have extensive in-the-field project management experience. This workshop style course is a replacement for Course 80054 (which is written with a previous version of SureStep).
Module 1: Introduction to the Microsoft Dynamics Sure Step Case Study
  • Overview of Microsoft Dynamics Sure Step
  • Introduction to the Case Study
  • Lab: Create a Test Project
  • Lab: Import the Sure Step Project File for the Case Study
Skills
  • Identify the essential components of Microsoft Dynamics Sure Step.
  • Understand the case study, its storyline, and the role students play in the fictitious Microsoft Dynamics CRM implementation.
  • Identify the course material and supporting documents used throughout the case study.
top
Module 2: Project Initiation and Planning in the Diagnostic Phase
  • Prepare for the Diagnostic Phase
  • Deliver Decision Accelerators
  • Plan the Project
  • Manage the Project Proposal
  • Lab: Internal Briefing Meeting
  • Lab: Review Preliminary Project Information
  • Lab: Select Decision Accelerators
  • Lab: Initiate Project Meeting
  • Lab: Requirements and Process Review
  • Lab: Fit Gap Solution Blueprint
  • Lab: Scoping Assessment
  • Lab: Define the Project Type for the Case
  • Lab: Create the High-Level Project Plan
  • Lab: Class Discussion - Project Planning
  • Lab: Create the Statement of Work (SOW)
  • Lab : Present the Statement of Work
Skills
  • Prepare and plan for a Diagnostic phase.
  • Decide, plan, and deliver the decision accelerators.
  • Identify and define the scope for the project based on results from the decision accelerators.
  • Guide the customer toward the most efficient implementation process and project type.
  • Produce time and cost estimates for the project.
  • Plan the resources for the project.
  • Plan for risks.
  • Create a project proposal.
  • Achieve customer sign-off.
top
Module 3: Project Planning and Execution during the Analysis Phase
  • Project Planning and Communications Management During the Analysis Phase
  • Conduct the Solutions Overview
  • Detailed Business Process Analysis
  • Fit Gap Analysis
  • Issue Management
  • Proposal Management
  • Lab: Prepare for the Kick Off Meeting
  • Lab: Conduct the Kick Off Meeting
  • Lab: Necessity of the Solutions Overview
  • Lab: Plan for the Solutions Overview
  • Lab: Review Detail Business Process Analysis
  • Lab: Complete the Functional Requirements Document (FRD)
  • Lab: Identify Gap Information
  • Lab: Identify Integration and Interface Requirements
  • Lab: Identify Issues
  • Lab: Class Discussion - Identify Changes
  • Lab: Document Changes and Update the Project Plan
Skills
  • Prepare for and conduct the Kick Off meeting with the customer.
  • Determine if key user training prior to the Business Requirements Workshops is necessary.
  • Create a training plan.
  • Understand the process of the Detailed Business Analysis.
  • Identify and document the gaps in the workshop review documents.
  • Examine how to handle issues in the project.
  • Identify and document Integration requirements.
  • Control scope creep by implementing proposal management.
  • Finalize the project plan to reflect changes in business requirements.
top
Module 4: Project Execution and Monitoring during the Design, Development, and Deployment Phases
  • Overview of the Design, Development, and Deployment phases
  • Project Planning
  • Solution Design
  • Project Performance and Status Reporting
  • Testing
  • Tollgate Review
  • Go-Live
  • Lab: Create the Deployment Plan
  • Lab: Update the Project Plan
  • Lab: Create a Fit Design in the Functional Design Document (FDD)
  • Lab: Create a Gap Design in the Functional Design Document (FDD)
  • Lab: Create a Solution Design Document (SDD)
  • Lab: Class Discussion - Using Design Documents
  • Lab: Review the Consultant Status Report
  • Lab: Create the Project Status Report
  • Lab: Unit and Function Testing
  • Lab: User Acceptance Testing
  • Lab: Prepare the Tollgate Review
  • Lab: Create a Go-Live Cut-over Plan
Skills
  • Create a deployment plan.
  • Use solution design documents.
  • Create Performance Reports.
  • Create Status Reports.
  • Plan and perform testing activities across different phases.
  • Conduct a Tollgate Review.
  • Prepare and conduct the cutover from the non-production to the production environment.
top
Module 5: Project Closure during the Operation Phase
  • Quality Management
  • Additional Operation Activities
  • Project Closure
  • Celebrate
  • Lab: Clear Pending Items
  • Lab: Class Discussion - Conduct Lessons Learned Meeting
  • Lab: Class Discussion - Conduct Close-Out Meeting
Skills
  • Appreciate the importance of quality management during the Operation phase.
  • Understand additional activities in the Operation phase.
  • Understand the necessity of project closure.
  • Identify how to work towards project closure.
  • Celebrate the completion of a successful project.
top
> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • A working knowledge of Microsoft Dynamics Sure Step.
  • Knowledge of Microsoft Dynamics CRM is also a definite advantage.
> Purpose
After completing the workshop, students will be able to prepare and plan for a Diagnostic phase; select, plan, and deliver Sure Step’s decision accelerators; define the scope of the project; produce time and cost estimates for the project; plan the resources for the project; prepare for and conduct the Kickoff meeting with the Customer; understand the process of Sure Step’s Detailed Business Analysis workshops; identify and document functional requirement Fits and Gaps; control scope creep by implementing proposal management; create a deployment plan; use Sure Step’s Solution Design Documents; examine Performance Reporting and Status Reporting; plan and perform testing activities across different phases; conduct a tollgate review; prepare and conduct the cutover from the non-production to production environment; understand the importance of quality management during the Operation phase; identify how to work toward project closure.
> Supplementary Information
This MOC course is completely lab based as is outlined on this web page. This course also includes a new book ‘Microsoft Dynamics Sure Step 2010’ for students to read after the course. The trainer for this course is a very experienced fully qualified Microsoft Certified Trainer who has taught this course several times. However, the trainer does not have extensive in-the-field project management experience. This workshop style course is a replacement for Course 80054 (which is written with a previous version of SureStep).