Book Image

Customer Success with Microsoft Dynamics Sure Step

Book Image

Customer Success with Microsoft Dynamics Sure Step

Overview of this book

Table of Contents (29 chapters)
Customer Success with Microsoft Dynamics Sure Step
Credits
Foreword
About the Author
Acknowledgments
About the Author
Acknowledgments
About the Author
Acknowledgments
About the Reviewer
Acknowledgments
About the Reviewer
Acknowledgments
About the Reviewer
Acknowledgments
www.PacktPub.com
Preface
Index

Sure Step's Projects feature


In Chapters 4 through 7, we covered the five waterfall and Agile Sure Step project types, including the templates that are provided for the project activities. Those templates include some of the project and change management templates we discussed in the above sections. In this section, we now turn our attention to initiating a project with the appropriate cross section of these templates pre-populated depending on the user's selection.

Sure Step provides a feature called Projects for the easy setup of project templates and efficient collaboration with project team members. This feature can be found under the second tab of the Sure Step application or in the bottom-left corner of Sure Step Online and is appropriately titled Projects, as shown in the following screenshot:

As a point of reference, the guidance, templates, and tools that we have referred to until this point reside under the first tab and labeled Sure Step Methodology, as shown in the previous screenshot...