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  • Book Overview & Buying Customer Success with Microsoft Dynamics Sure Step
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Customer Success with Microsoft Dynamics Sure Step

Customer Success with Microsoft Dynamics Sure Step

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Customer Success with Microsoft Dynamics Sure Step

Customer Success with Microsoft Dynamics Sure Step

5 (3)
Buy this Book

Overview of this book

Table of Contents (29 chapters)
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Customer Success with Microsoft Dynamics Sure Step
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Customer Success with Microsoft Dynamics Sure Step
Credits
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Credits
Foreword
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Foreword
About the Author
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About the Author
Acknowledgments
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Acknowledgments
About the Author
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About the Author
Acknowledgments
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Acknowledgments
About the Author
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About the Author
Acknowledgments
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Acknowledgments
About the Reviewer
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About the Reviewer
Acknowledgments
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Acknowledgments
About the Reviewer
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About the Reviewer
Acknowledgments
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Acknowledgments
About the Reviewer
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About the Reviewer
Acknowledgments
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Acknowledgments
www.PacktPub.com
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www.PacktPub.com
Preface
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Preface
Lock Free Chapter
1
Background and Concepts
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Background and Concepts
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The business solutions market
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Building a solution strategy with pace layering
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The two-tier approach, cloud computing, and workloads
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The importance of a methodology
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The importance of a methodology for solution selection
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Introducing Microsoft Dynamics Sure Step
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Microsoft Dynamics overview
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Understanding what a project is
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Implementing the solution
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ERP and CRM implementations and statistics
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Summary
2
Solution Selling and Driving Due Diligence
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Solution Selling and Driving Due Diligence
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Driving value for the customer and solution provider
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What it means to be solution centric
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Solution selling concepts
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The Microsoft Solution Selling Process
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Summary
3
Solution Envisioning with Sure Step
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Solution Envisioning with Sure Step
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The Sure Step Diagnostic phase
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Diagnostic for a new Dynamics customer
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Diagnostic leveraging of the Accelerated POC with the CRM Online service
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The Diagnostic phase for a current Dynamics customer
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Supporting the customer's buying cycle
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Positioning solutions for specific industries
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Quick reference
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Summary
4
Managing Projects
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Managing Projects
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About projects and project management
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The four pillars of project success
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Project management essentials
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Adopting project management
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Indispensable organizational benefits
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Summary
5
Implementing with Sure Step
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Implementing with Sure Step
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Implementation approaches in Sure Step
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Waterfall-based implementation project types
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Setting up a program for solution rollout
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Sure Step waterfall implementation phases
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The Analysis phase
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The Design phase
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The Development phase
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The Deployment phase
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The Operation phase
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The Agile Implementation project type
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Summary
6
Quality Management and Optimization
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Quality Management and Optimization
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Understanding the quality management manifestation in Sure Step
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Controlling quality within project types
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The Sure Step Optimization Offerings
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Summary
7
Upgrading with Sure Step
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Upgrading with Sure Step
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Decision Accelerator Offerings and the Diagnostic phase
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Delivering Upgrade
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Summary
8
Project and Organizational Change Management
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Project and Organizational Change Management
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The Sure Step Project Management Library
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Organizational Change Management
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Aligning to other project methodologies
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Sure Step's Projects feature
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Summary
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A Practical Guide to Adopting Sure Step
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A Practical Guide to Adopting Sure Step
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Don't park your brain outside
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Making your Sure Step adoption program
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The Key Documents Visio diagram
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Some tips from real, conducted Sure Step adoption programs
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How to access Sure Step
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Preparing for the Sure Step certification exam
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Sure Step for ISVs
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Summary
10
Summary and Takeaways
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Summary and Takeaways
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What we now know about Sure Step
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Sure Step updates
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Key takeaways
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Summary
1
Bibliography
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Bibliography
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Chapter 1
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Chapter 2
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Chapter 3
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Chapter 4
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Chapter 5
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Chapter 6
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Chapter 7
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Chapter 8
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Chapter 9
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Chapter 10
2
Index
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Index

Summary

In this chapter, we focused on the project life cycle planning in Sure Step and talked about Waterfall and Agile project types, cross-phase processes, and how to set up solution rollout programs. We learned that Sure Step truly helps in engaging smart projects as it enables us through intelligent life cycle planning to be proactive, goal driven, efficient, and flexible at the same time. Sure Step taught us that we need to be flexible in our approach to the needs of the project, instead of deploying the same approach on all of our projects, while also keeping an eye on continuous interactions with the customer stakeholders.

As a quick reference, the following project types afford you the required flexibility in solution delivery:

  • The Rapid project type is designed for out-of-the-box implementations of the Microsoft Dynamics solution with zero or minimal customizations of the standard solution.

  • The Sure Step Standard project type is suitable for a majority of Microsoft Dynamics projects...

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Customer Success with Microsoft Dynamics Sure Step
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