Mss2010 enus crm_toc
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Mss2010 enus crm_toc Mss2010 enus crm_toc Document Transcript

  • Table of ContentsIntroduction 0-1  Welcome ............................................................................................................ 0-1  Microsoft Dynamics Courseware Contents ........................................................ 0-2  Documentation Conventions .............................................................................. 0-3  Student Objectives ............................................................................................. 0-4 Chapter 1: Introduction to the Microsoft Dynamics Sure Step Case Study 1-1  Objectives ........................................................................................................... 1-1  Introduction ......................................................................................................... 1-1  Overview of the Microsoft Dynamics Sure Step ................................................. 1-2  Introduction to the Case Study ........................................................................... 1-9  Summary .......................................................................................................... 1-16 Chapter 2: Project Initiation and Planning in the Diagnostic Phase 2-1  Objectives ........................................................................................................... 2-1  Introduction ......................................................................................................... 2-1  Preparing for the Diagnostic Phase .................................................................... 2-2  Lab 2.1 - Internal Briefing Meeting ..................................................................... 2-6  Lab 2.2 - Review Preliminary Project Information .............................................. 2-7  Lab 2.3 - Select Decision Accelerators............................................................. 2-12  Lab 2.4 - Initiate Project Meeting ...................................................................... 2-20  Delivering Decision Accelerators ...................................................................... 2-21  Lab 2.5 - Requirements and Process Review .................................................. 2-22  Lab 2.6 - Fit Gap and Solution Blueprint .......................................................... 2-32  Lab 2.7 - Scoping Assessment ......................................................................... 2-38  Planning the Project ......................................................................................... 2-47  Lab 2.8 - Define the Project Type for the Case ................................................ 2-50  Lab 2.9 - Create the High Level Project Plan ................................................... 2-52  Managing the Project Proposal ........................................................................ 2-56  Lab 2.11 - Create the Statement of Work ......................................................... 2-57  Lab 2.12 - Present the Statement of Work ....................................................... 2-59  Summary .......................................................................................................... 2-60  Quick Interaction: Lessons Learned ................................................................. 2-61  Solutions ........................................................................................................... 2-62 Chapter 3: Project Planning and Execution during the Analysis Phase 3-1  Objectives ........................................................................................................... 3-1  Introduction ......................................................................................................... 3-1  Project Planning and Communication Management during the Analysis Phase 3-3  Lab 3.1 - Prepare for the Kick Off Meeting ......................................................... 3-6  Lab 3.2 - Conduct the Kick Off Meeting............................................................ 3-13  Conduct the Solutions Overview ...................................................................... 3-14  Lab 3.3 - Necessity of Solutions Overview ....................................................... 3-15  Lab 3.4 - Plan for the Solutions Overview ........................................................ 3-16  Detailed Business Process Analysis ................................................................ 3-18  Lab 3.5 - Review Detailed Business Process Analysis .................................... 3-19  Microsoft Official Training Materials for Microsoft Dynamics ® i Your use of this content is subject to your current services agreement
  • Project Managing Microsoft Dynamics® CRM Implementations withMicrosoft Dynamics Sure Step 2010 Lab 3.6 - Complete the Functional Requirements Document........................... 3-20  Fit Gap Analysis ............................................................................................... 3-22  Lab 3.7 - Identify Gap information .................................................................... 3-24  Integration and Interface Analysis .................................................................... 3-27  Lab 3.8 - Identify Integration and Interface Requirements ............................... 3-29  Issue Management ........................................................................................... 3-32  Lab 3.9 - Identify Issues ................................................................................... 3-34  Proposal Management ..................................................................................... 3-35  Lab 3.10 - Identify Changes ............................................................................. 3-36  Lab 3.11 - Document Changes and Update the Project Plan........................... 3-37  Summary .......................................................................................................... 3-40  Quick Interaction: Lessons Learned ................................................................. 3-41  Solutions ........................................................................................................... 3-42 Chapter 4: Project Execution and Monitoring During the Design, Development and Deployment Phases 4-1  Objectives ........................................................................................................... 4-1  Introduction ......................................................................................................... 4-1  Project Planning ................................................................................................. 4-5  Lab 4.1 - Create the Deployment Plan ............................................................... 4-6  Lab 4.2 - Update the Project Plan .................................................................... 4-10  Solution Design ................................................................................................ 4-14  Lab 4.3 - Create a Fit Design in the Functional Design Document .................. 4-18  Lab 4.4 - Create a Gap Design in the Functional Design Document................ 4-20  Lab 4.5 - Create a Solution Design Document ................................................. 4-22  Lab 4.6 - Using Design Documents .................................................................. 4-25  Project Performance and Status Reporting ...................................................... 4-26  Lab 4.7 - Review the Consultant Status Report ............................................... 4-28  Lab 4.8 - Create the Project Status Report ...................................................... 4-31  Testing .............................................................................................................. 4-33  Lab 4.9 - Unit and Function Testing ................................................................. 4-36  Lab 4.10 - User Acceptance Testing ................................................................ 4-39  Tollgate Review ................................................................................................ 4-42  Lab 4.11 - Prepare the Tollgate Review ........................................................... 4-43  Go-Live ............................................................................................................. 4-45  Lab 4.12 - Create a Go-Live Cut-over Plan ...................................................... 4-46  Summary .......................................................................................................... 4-49  Quick Interaction: Lessons Learned ................................................................. 4-50 Chapter 5: Project Closure during the Operation Phase 5-1  Objectives ........................................................................................................... 5-1  Introduction ......................................................................................................... 5-1  Quality Management .......................................................................................... 5-2  Additional Operation Activities ............................................................................ 5-3  Lab 5.1 - Clear Pending Items ............................................................................ 5-6  Lab 5.2 - Lessons Learned ................................................................................. 5-8  Project Closure ................................................................................................... 5-9  Lab 5.3 - Conduct Closeout Meeting ................................................................ 5-10  Celebrate .......................................................................................................... 5-11 ii Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement
  • Table of ContentsLab 5.4 - Celebrate ........................................................................................... 5-12 Summary .......................................................................................................... 5-13 Quick Interaction: Lessons Learned ................................................................. 5-14 Solutions ........................................................................................................... 5-15  Microsoft Official Training Materials for Microsoft Dynamics ® iii Your use of this content is subject to your current services agreement
  • Project Managing Microsoft Dynamics® CRM Implementations withMicrosoft Dynamics Sure Step 2010iv Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement