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CRM

Using the Microsoft Dynamics Sure Step Methodology for Microsoft Dynamics CRM
(Microsoft Training Course: 8879) - 1 day - £600 exc VAT



> Target Audience
This course provides students with the information and tools to use the Microsoft Dynamics Sure Step Methodology. It is intended for new and existing Microsoft Dynamics partners, Microsoft consultants and project managers who will use the Sure Step methodology to guide them in customer implementations of Microsoft Dynamics CRM and Microsoft CRM implementation projects.
> Course outline
  1. Introduction
  2. Implementation Phases and Offerings
  3. Managing Implementation Projects
  4. Customizing the Sure Step Methodology
  5. Implementation Scenarios

Supplementary InformationThis course has been replaced by Microsoft training course 80047.
Module 1: Introduction
  • This module introduces the Sure Step Methodology and describes the implementation methodology model on which the Sure Step Methodology is based.
  • What is the Microsoft Dynamics Sure Step Methodology?
  • The Value of Sure Step Methodology
  • Benefits of using Sure Step Methodology
  • The Sure Step Methodology Model
  • Who Uses the Sure Step Methodology?
  • The Sure Step Methodology Model and Other Microsoft Frameworks
  • Sure Step Methodology Platform Structure
  • Navigating the Sure Step Methodology
  • Using Other Sure Step Tools with the Sure Step Methodology
  • Installing the Sure Step Methodology
  • Lab: Exploring the Sure Step Methodology
Skills
  • Define the purpose of the Sure Step Methodology.
  • Describe the benefits for using the Sure Step Methodology.
  • Describe the components of the Sure Step Methodology model.
  • Describe who uses the Sure Step Methodology and during what phases of an implementation project.
  • Differentiate between the Sure Step Methodology and other Microsoft frameworks.
  • Identify the components that make up the Sure Step Methodology platform and interface.
  • Navigate the Sure Step Methodology.
  • Describe other Sure Step tools that can be used with the Sure Step Methodology.
  • Install the Sure Step Methodology.
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Module 2: Implementation Phases and Offerings
  • This module discusses how to use the Sure Step Methodology. It describes the implementation activities in each phase, the deliverables produced in each phase, and the best practices for performing activities in each phase.
  • Overview of the Implementation Methodology
  • Diagnostic Phase
  • Analysis Phase
  • Design Phase
  • Development Phase
  • Deployment Phase
  • Operation Phase
  • Optimization Phase
  • Upgrade Phase
  • Sure Step Methodology Offerings
  • Lab: Using the Sure Step Methodology.
Skills
  • 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 the Sure Step Methodology.
  • Differentiate among the different offerings supported by the Sure Step Methodology.
  • Determine the offering to use for a given implementation project.
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Module 3: Managing Implementation Projects
  • This module focuses on the project management strategies and disciplines that are integrated in the Sure Step Methodology.
  • Common Problems in Implementation Projects
  • Project Management Components in the Sure Step Methodology
  • Integration of Project Management Tasks
  • Project Management Processes
  • Project Management Disciplines
  • 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 Repository
  • Lab: Managing Proposals with the Sure Step Methodology
  • Lab: Working with the Project Management Processes and Deliverables
Skills
  • Describe common problems that occur in implementation projects.
  • Describe the project management components supported by the Sure Step Methodology.
  • Describe how project management tasks are integrated into each phase in the Sure Step Methodology.
  • Describe the project management processes supported by the Sure Step Methodology and describe how those processes align with the implementation phases.
  • Describe the project management disciplines supported by the Sure Step Methodology.
  • Describe the cross-phase processes supported by the Sure Step Methodology.
  • Identify the project management deliverables created during a Microsoft Dynamics implementation project.
  • Use project management tools and templates included with the Sure Step Methodology.
  • Use the Project Repository feature to organize and share project documents.
  • Apply best practices for managing implementation projects using the Sure Step Methodology.
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Module 4: Customizing the Sure Step Methodology
  • This module explains how to customize and modify the Sure Step Methodology using the Sure Step Methodology Editor, as well as describes the Sure Step Methodology architecture and components.
  • Why Customize the Sure Step Methodology?
  • Sure Step Methodology Architecture
  • Sure Step Methodology Editor
  • Creating a Customized Version of the Sure Step Methodology
  • Adding and Modifying Content Sections
  • Managing Tools & Template Sections
  • Configuring Filters
  • Generating Static Content
  • Deploying a Customized Version
  • Best Practices for Customizing the Sure Step Methodology
  • Lab: Customizing the Sure Step Methodology
  • Lab: Adding New Tools and Templates to the Sure Step Methodology
Skills
  • Describe reasons for customizing the Sure Step Methodology.
  • Describe the architecture of the Sure Step Methodology.
  • Describe the components of the Sure Step Methodology Editor.
  • Share a customized version of the Sure Step Methodology.
  • Use the Sure Step Methodology Editor to customize the Sure Step Methodology and create new content sites.
  • Customize Tools & Templates sections.
  • Use the Sure Step Methodology Editor to configure filter settings.
  • Generate new static content after editing the Sure Step Methodology.
  • Share a customized version of the Sure Step Methodology.
  • Apply best practices for customizing the Sure Step Methodology.
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Module 5: Implementation Scenarios
  • This module describes the different types of implementation projects that are supported by the Sure Step Methodology. It also introduces complex rollout scenarios.
  • Implementation Projects
  • Complex Rollout Scenarios
  • Best Practices
  • Lab: Determining an Implementation Approach
Skills
  • Describe the different types of implementation projects supported by the Sure Step Methodology.
  • Describe the complex rollout scenarios supported by the Sure Step Methodology.
  • 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.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • A general understanding of the Microsoft Dynamics CRM application functionality.
  • Experience with business processes, application functionality, and complex installation and configuration projects.
  • Experience in business application planning, installation, and configuration.
  • Familiarity with IT project management principles.
  • Experience in one of the following implementation roles: application consultants, developer consultants or project managers.
  • Experience in one or more Microsoft Dynamics CRM implementations.
> Purpose
After completing the course, students will be able to describe the implementation model that supports the Sure Step Methodology; describe the structure, organization, and components of the Sure Step Methodology; use the Sure Step Methodology; use the project management strategies, tools, and templates in the Sure Step Methodology to manage a successful engagement; customize the Sure Step Methodology to incorporate partner-specific methodologies, templates, and tools; describe how the Sure Step Methodology supports different types of implementation scenarios.
> Supplementary Information
This course has been replaced by Microsoft training course 80047.