Exclusive
CRM2011

Delivering Microsoft Dynamics Solutions with Sure Step 2012
(Microsoft Training Course: 80450) - 2 days - £1200 exc VAT



> Target Audience
This course is an advanced training workshop that focuses on the Project Management area of Microsoft Dynamics Sure Step. It is intended for Project Managers and Implementation Consultants responsible for managing Microsoft Dynamics AX, GP, NAV and CRM implementations.
> Course outline
  1. Introduction to Projects
  2. Introductions to Sure Step
  3. Project Planning and Solution Envisioning in the Diagnostic Phase
  4. Delivering Decision Accelerators
  5. Proposal Generation and Final Licensing and Services Agreements
  6. Proposal Generation and Final Licensing and Services Agreements
  7. Waterfall Delivery
  8. Agile Delivery
  9. Deployment Phase
  10. Operation Phase


Module 1: Introduction to Projects
  • What is a Project
  • Project Challenges
  • Project Management
  • Agile Models
  • Lab: List Characteristics of a Project
  • C List Characteristics of a Project
  • Lab: List Factors that Influence Projects
  • List Factors that Lead to Project Success
  • List Factors that Make Projects Challenging
  • Lab: List Factors that Influence Projects
  • List Project Management Best Practices
Skills
  • Define a project
  • List project challenges
  • Explain project life-cycle planning
  • Position project management
  • Describe agile and waterfall project delivery models
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Module 2: Introductions to Sure Step
  • Introduction to Sure Step
  • Microsoft Dynamics Sure Step Model
  • Microsoft Dynamics Sure Step Client
  • Microsoft Dynamics Sure Step Online
  • Project Repositories
  • Lab: Create and Modify a Project Template and Clone a Project
  • Create a New Project Template
  • Clone a Project
Skills
  • Introduce the Microsoft Dynamics Sure Step Methodology, its values, and its benefits
  • Provide an overview of the Microsoft Dynamics Sure Step Methodology model
  • Explain the functionality of Microsoft Dynamics Sure Step client and Microsoft Dynamics Sure Step Online
  • Explain how to manage Sure Step projects by creating and maintaining the project repositories
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Module 3: Project Planning and Solution Envisioning in the Diagnostic Phase
  • Position Solution Envisioning and the Diagnostic Phase.
  • Top-Down View on the Diagnostic Phase.
  • Overview and Positioning of Decision Accelerator offerings.
  • Introduction to the Microsoft Dynamics Sure Step Case Study.
  • Lab: Tailspin Toys Diagnostic and Solution Envisioning Lab
  • Import the Tailspin Toys Project File for the Case Study in Microsoft Dynamics Sure Step.
  • The Tailspin Toys Opportunity Briefing.
  • Review Preliminary Tailspin Toys Project Information.
  • Select Decision Accelerator Offerings for Tailspin Toys Solution Envisioning
Skills
  • Use solution envisioning and the Diagnostic phase
  • Examine how to prepare and plan for a Diagnostic phase
  • Decide which decision accelerators meet the customer’s needs
  • Identify and define the scope for the project based on results from the Decision Accelerator Offerings
  • 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
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Module 4: Delivering Decision Accelerators
  • Use the tools, templates, and links to help you deliver the Requirements and Process Review decision accelerator
  • Lab: Requirements and Process Review
  • Select your Delivery Team.
  • Review the necessary input information.
  • Review the Final Presentation.
  • Complete the Final Presentation.
  • Lab: Fit Gap and Solution Blueprint
  • Locate and Review the Fit Gap Analysis Worksheet.
  • Complete the Fit Gap Analysis Worksheet.
  • Complete the Fit Gap and Solution Blueprint Report
  • Define the next steps
Skills
  • Use the reference guide in the Sure Step Methodology to select the team members
  • Review the input information from the customer
  • Understand the Requirements and Process Review delivery process
  • Use the tools, templates, and links to help you deliver the Requirements and Process Review decision accelerator
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Module 5: Proposal Generation and Final Licensing and Services Agreements
  • Proposal Generation
  • Final Licensing and Services Agreement
  • Lab : Define the Project Type for the Case Study
  • Select and Recommend the Project Type for the Tailspin Toys Implementation.
  • Lab : Create the Tailspin Toys Project Charter
  • Create the Tailspin Toys Project Charter
  • Upload the Tailspin Toys Project Charter in the Tailspin Toys Document Repository
Skills
  • Identify the key points for proposal generation and final licensing agreements
  • Explore all project types
  • Locate key document templates including Roles and Responsibilities, Project Plan, Project Charter, Budgetary Estimate Proposal, and Statement of Work
  • Make the Tailspin Toys Project Charter
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Module 6: Proposal Generation and Final Licensing and Services Agreements
  • Risk Management
  • Quality Management
  • Communication Management
  • Managing Scope Changes
  • Resource Management
  • Lab: Identify and Manage Risks
  • Use the Risk Identification Checklist
  • Use the Risk Register
  • Lab: Status Reporting
  • Review the development estimate.
  • Review the consultant status report.
  • Create the Project Status Report
  • Lab: Issue Management
  • Identify and discuss issues
  • Lab: Managing Scope Changes
  • Identify Changes
  • Review the information for changes
  • Document and Analyze the changes in the Change Request form
  • Update the Project Plan
Skills
  • Provide an overview of the Risk Management, Resource Management, Quality Management, Communication Management, and Scope Management disciplines
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Module 7: Waterfall Delivery
  • Analysis, Design and Development Phases
  • Lab: Prepare for the Tailspin Toys Kickoff Meeting
  • Project Organization and Team members
  • Summarize and update the Tailspin Toys Project Scope
  • List Key deliverables and identify Issues and Risks
  • Plan Training
  • Report Project Status
  • Update the Tailspin Toys Project Charter
  • Create the Kick Off presentation
  • Lab: Conduct the Kickoff Meeting
  • Lab : Review a Detailed Business Process Analysis
  • Lab: Complete the Functional Requirements Document
  • Lab: Identify Gap Information
  • Lab: Identify Integration and Interface Requirements
  • Lab: Identify Issues
  • Lab: Document Changes
  • Lab: Create the Deployment Plan
  • Lab: Create a Fit Design in the Functional Design Document
  • Lab: Create a Gap design in the Functional design Document
  • Lab: Create a Solution Design Document
  • Lab: Create the Project Status Report
  • Lab: Unit and Function Testing
  • Lab: Prepare the Tollgate Review
Skills
  • Explain the project execution in the Sure Step waterfall project types
  • Examine how to prepare for and conduct the kick off meeting with the customer
  • Determine whether a Solutions Overview before the Business Requirements Workshops is required
  • Describe the Detailed Business Analysis process
  • Identify and document the gaps in the workshop review documents
  • Identify the integration requirements from the workshop review documents
  • Examine how to handle issues in your project
  • Explain how to control scope creep by implementing scope management
  • Examine how to plan early for the Deployment phase by creating a deployment plan
  • Describe how to use Solution Design documents
  • Examine Performance Reporting
  • Examine Status Reporting
  • Plan and perform testing activities across different phases
  • Conduct a Tollgate Review
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Module 8: Agile Delivery
  • Agile Preparation
  • Agile Execution
  • Lab: Create the Tailspin Toys Solution Backlog
  • Create the Tailspin Toys Solution Backlog
Skills
  • Describe Agile preparation
  • Describe Agile execution
  • Find and use the solution backlog
  • Find and use the Sprint backlog
  • Open and view the Requirements Design template
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Module 9: Deployment Phase
  • Conduct User Training
  • Testing Activities During the Deployment phase
  • The Production environment
  • Create the Production Operations guide
  • Data migration
  • Go-Live
  • Lab : User Acceptance Testing
  • Review the Test Script scenarios and the test results
  • Next steps
  • Lab : Create a Go-Live Cutover Plan
  • Prepare for Go-Live Cutover Plan
  • Create the Go-Live Cutover plan
Skills
  • Describe User Training
  • Describe testing activities in the Deployment phase
  • Explore the production environment
  • Describe the production operations guide
  • Describe data migration
  • Describe go-live
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Module 10: Operation Phase
  • Quality Management
  • Additional Operation Activities
  • Project Closure
  • Lab: Clear Pending Items
  • Identify issues to be resolved.
  • Lab: Conduct Closeout Meeting
  • Prepare for the Closeout meeting
  • Conduct the class discussion
  • Lab: Close project
  • Engagement closure checklist
  • Project closeout meeting agenda
  • Project closeout report
Skills
  • Explain why quality management is important during the Operation phase
  • List additional activities that occur in the Operation phase
  • Explain the need for project closure
  • Explain how to work toward project closure
  • Celebrate the completion of a successful project
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • Experience in managing projects, project management methodologies (PMI, Prince2, SCRUM…) is recommended but not necessary.
  • Knowledge of Microsoft Dynamics products is also an advantage in completing the case study.
> Purpose
After completing the course, students will be able to understand project management essentials; identify waterfall fundamentals; exam agile essentials; examine how to prepare and plan for a Diagnostic phase; decide, plan, and deliver Sure Step decision accelerators; define the scope of the project based on results from the decision accelerator.; 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 and plan for risks; prepare for and conduct the Kickoff meeting with the Customer; determine if a Solutions Overview is necessary; understand the Detailed Business Process Analysis; identify and document functional requirement Fits and Gaps; control scope creep by implementing proposal management; plan early for the Deployment phase by creating a deployment plan; learn how to use solution design documents; examine Performance Reporting and Status Reporting; plan and perform testing activities across different phases; conduct a tollgate review; examine the Sure Step Agile project type; 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 towards project closure.