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Course Details

Title: T4CRM037 - Delivering Microsoft Dynamics Solutions with Sure Step
Duration: 2 days
Price: £1,500 + VAT

This course:

Fully prepares students for the included Microsoft Exam MB5-705 which a mandatory requirement for Microsoft Dynamics Gold and Silver partners.

This course is an advanced training workshop that focuses on the Project Management area of Microsoft Dynamics Sure Step. Students assume the role of a Project Manager as they complete a case study involving the implementation of one of the Microsoft Dynamics products at Tailspin Toys, a fictitious customer account.
It supports both Microsoft Dynamics ERP and CRM product lines.
The course provides guidance for using Microsoft Dynamics Sure Step from a Project Manager's perspective as students complete each phase of the implementation. Lab activities focus on project management tasks involving project initiation, planning, execution, monitoring, and closure. Students are tasked with completing a variety of Sure Step documents and making strategic implementation decisions during each implementation phase.

Students do not install or use Microsoft Dynamics products during the case study. However, sufficient knowledge of one of Microsoft Dynamics products is necessary for the student to tailor the implementation and complete the Sure Step project documents to satisfy the customer’s business requirements. Class discussions following each lab exercise add the dimension of peer learning and play a key role in enforcing the knowledge obtained during the training.

Audience Profile
This training is intended for Project Managers and Implementation Consultants responsible for managing Microsoft Dynamics AX, GP, NAV and CRM implementations.

At Course Completion
After completing this course, students should 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.

Course Outline
Module 1: Introduction to Projects
- What is a Project
- Project Challenges
- Project Management
- Agile Models
Lab: List Factors that Influence Projects
Lab: List Factors that Influence Projects
Lab: List Characteristics of a Project

Module 2: Introduction 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

Module 3: Project Planning and Solution Envisioning in the Diagnostic Phase
Lessons
- 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

Module 4: Delivering Decision Accelerators
Lessons
- Use the tools, templates, and links to help you deliver the Requirements and Process Review decision accelerator Lab: Requirements and Process Review
Lab: Fit Gap and Solution Blueprint

Module 5: Proposal Generation and Final Licensing and Services Agreements
Lessons
- Proposal Generation
- Final Licensing and Services Agreement
Lab: Create the Tailspin Toys Project Charter
Lab: Status Reporting

Module 6: Proposal Generation and Final Licensing and Services Agreements
Lessons
- Risk Management
- Quality Management
- Communication Management
- Managing Scope Changes
- Resource Management
Lab: Managing the Product Catalog
Lab: Managing Scope Changes
Lab: Issue Management
Lab: Identify and Manage Risks

Module 7: Waterfall Delivery
Lessons
- Analysis Phase
- Design Phase
- Development Phase
Lab: Sales Order Process
- 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
- Lab : Prepare for the Tailspin Toys Kickoff Meeting

Module 8: Agile Delivery
Lessons
- Agile Preparation
- Agile Execution
Lab : Create the Tailspin Toys Solution Backlog

Module 9: Deployment Phase
Lessons
- Testing Activities During the Deployment phase
- The Production environment
- Create the Production Operations guide
- Data migration
- Go-Live
Lab: Create a Go-Live Cutover Plan
User Acceptance Testing

Module 10: Operation Phase
Lessons
- Quality Management
- Additional Operation Activities
- Project Closure
Lab: Close project
Conduct Closeout Meeting
Clear Pending Items

There are no pre-requisites for this course