Session 1: Introduction to the Microsoft Dynamics Sure Step Case Study

This module provides a brief introduction about this two day course, which begins by reviewing and summarizing some of the essential concepts of Microsoft Dynamics Sure Step. This module also introduces the basic premise of the case study. Background information about the fictitious implementation project is provided, as well as the structure and types of exercises in the upcoming modules.

Lessons

• Overview of Microsoft Dynamics Sure Step
• Introduction to the Case Study

Lab : Create a Test Project

• Create a test project in Microsoft Dynamics Sure Step that is unrelated to the case study used in this course.
• Provide experience in creating a new Sure Step project and review the standard tools and templates which Sure Step copies to the project.

Lab : Import the Sure Step Project File for the Case Study

• Create a second project by importing a zipped Microsoft Dynamics Sure Step project file that was created for Tailspin Toys, a fictitious customer account.
• Review the custom tools and templates that were imported into the project and that will be used throughout the case study.
• Provide experience importing a Microsoft Dynamics Sure Step project file.

Session 2: Project Initiation and Planning in the Diagnostic Phase

The case study begins with the Diagnostic phase, which typically includes sales related activities. This module examines the Diagnostic activities that support and reinforce the sales activities and prepare for the upcoming project. This involves gathering sufficient information to define the high level project scope and make a confident proposal for the remaining phases of the implementation.

Lessons

• Preparing for the Diagnostic Phase
• Delivering Decision Accelerators
• Planning the Project
• Managing the Project Proposal

Lab : Internal Briefing Meeting

• The course instructor plays the role of the sales representative for the fictitious partner organization and presents a slide presentation that introduces the project and provides key information needed to initiate the Diagnostic phase.

Lab : Review Preliminary Project Information

• Learn how to find relevant project documents for this moment in the project lifecycle.
• Become familiar with project documents based on the Microsoft Dynamics Sure Step templates.
• Discover the outlines of the project specific context for this case.

Lab : Select Decision Accelerators

• Identify if there is a need in this project for decision accelerators.
• Identify which decision accelerators are applicable to this implementation.

Lab : Class Discussion

• Listen to the other students