I recently co-trained a new course in Atlanta called “Project Managing Microsoft Dynamics Implementations with Microsoft Dynamics Sure Step” (Course 80053A). This course was paired with a one-day class, “Project Management Skills Essentials for Microsoft Dynamics,” developed by Kristi Honey and Scott Mertes.

The first day concentrated on the essential soft skills needed for each stage of an implementation. We had many engaging discussions throughout the day. It was a fantastic opportunity to gain insights from different perspectives on Dynamics implementation project management. Project managers often work in isolation, so this type of class can boost their confidence and help them enhance their skills and processes. While I’m usually drained after a day of teaching, this class left me energized with fresh ideas to share with our project manager. I even emailed my boss before lunch, insisting our project manager must attend this class!

Let’s shift focus to the two-day Microsoft Dynamics Sure Step class. Sure Step is essentially a toolkit and methodology created by Microsoft for Dynamics implementations. It includes various templates for CRM, AX, GP, SL, and NAV implementations. Currently, there’s more content for CRM and AX, but additional templates are in development, and several generic templates can be adapted for each product.

Access to Sure Step requires a partner service plan with PartnerSource access: https://mbs.microsoft.com/partnersource/partneressentials/serviceplans/surestep/

This class stood out because of its case study approach. Instead of a purely theoretical approach to Sure Step, it provided a practical understanding of the methodology and its application. In the past, many partners struggled with how to actually use Sure Step. It can feel overwhelming, especially for those working on smaller implementations, due to the formality of its phases and the extensive documentation. However, the program’s flexibility allows for adaptation to various implementation sizes. The key takeaway is that Sure Step is a toolkit you can tailor to your needs.

Using the case study, students engage with documents such as the Fit/Gap Analysis and Solution Blueprint, Functional Requirements Document, and Statement of Work. They see how these documents interconnect and how they can be applied practically to an implementation. The class had many discussions about scaling Sure Step up or down; a smaller implementation might use a single evolving document for requirements, while a larger one might necessitate a full cycle of deliverables with formal approvals and reviews.

So, how to begin? For organizations new to formal project management, Sure Step illuminates the phases, their purpose, the roles of customers and partners, and the deliverables involved. For those with established methodologies, Sure Step can reinforce existing practices and address any gaps. Those in between can utilize Sure Step’s templates independently to develop their processes further.

Sure Step offers project paths for Standard, Enterprise, Rapid, and Upgrade projects, providing different approaches based on project scale. In the Diagnostic Phase, Sure Step provides a guidebook for Decision Accelerators, which assist customers in making informed purchase decisions and provide the due diligence required for their peace of mind. Partners can choose the most appropriate options for the situation and address specific customer concerns.

Currently, I’m on a flight to Portland, Oregon, with an upgrade project plan in hand. A bit of documentation and a formal process are never detrimental. This reminds me of a potential future blog topic: “Why even have a methodology?” Those who know me personally understand that I could discuss this for days!

Feel free to share any questions, comments, or perspectives on Sure Step. I’m also interested in hearing about successes (or failures) when implementing Sure Step in your organization.