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Microsoft Dynamics SureStep Methodology

The Microsoft Dynamics SureStep Methodology is a comprehensive client engagement methodology — outlining the best practice processes necessary to implement Microsoft Dynamics solutions.




Diagnostics represents the presales phase of the project. The main goals of the Diagnostics phase are the following tasks and deliverables:

Definition of project scope
Definition of global project budget
High level FIT/GAP analysis
High level solution architecture and design

The main deliverable of the Diagnostics phase is a detailed proposal for the overall project implementation, detailing all required license and services cost.


The Analysis phase represents the official start of the implementation. Key activities and deliverables include:

Fit Gap Analysis Spreadsheet — compares requirements with Dynamics functionality and identifies gaps where customisations are needed
Functional Requirements Document — involves in-depth checklists that help us developed detailed requirements by role and function
Project Plan — captures milestones, accountabilities, roles, etc., to set clear expectations and keep us on track
Change Control Plan — determines how we’ll identify, review and approve any scope or requirements changes
Communications and Training Plans — helps us establish communication channels and the types of training for different key stakeholders users
Development, Quality and Testing Standards — establishes standards for how we’ll ensure the quality of customisation development and solution design
Future State Business Process Workflows — documents how your core business processes will be accomplished with the new solution


In the Design phase we will configure the solution and design customisations needed to meet your requirements. Key activities and deliverables include:

Risks and Issues Management — using proven Project Management Institute processes to help us identify, work through and avoid risks/issues
Core Team Training — on new solution processes, including how their processes will change
Create Test Scripts by role and function — to ensure the solution meets your critical business process requirements
Conduct Feature Testing — to ensure your critical business processes are complete and streamlined in the new solution
Create Technical Design Document — to capture detailed requirements for any customisations that need to be developed
Begin Data Migration Design — to map out the process that will be used to migrate data from your current solution to your new solution


In the Development phase, your complete solution will be built and configured. Key activities and deliverables include:

Determine Security Roles — to define which roles in your company have different types of access to specific functionality
Complete System Configuration and ISV Solution Setup — to determine detailed settings for all system configuration screens
Finalise Customisation Code – to complete any customisations you need to meet unique requirements
Conduct Acceptance Testing — to ensure your new solution meets your functionality requirements
Begin Developing Data Migration Scripts — to plan detailed process and timing of data migration to your new solution


In the Deployment phase, all our teamwork comes together in the transition to your new Microsoft Dynamics solution. Key activities and deliverables include:

End User Training — to prepare all employees who’ll be using the new solution
Final System Readiness — to plan for go live
Final Acceptance Testing — to ensure all requirements are met
Plan for Go-Live Cutover — to determine specific timing of go-live cutover
Final Data Migration — to ensure all system data is migrated to the new solution
Go-Live — when you’ll be running totally on your new solution


In the Operation phase, we’ll close the project and identify any ongoing support and transition assistance you need. Key activities and deliverables include:

Provide Post Go – Live Support
Review Deliverables against SOW and Close Out Project
Establish Ongoing Quality and Testing Strategy
Conduct Disaster Recovery Test


Contact Us

Azzure IT
10 Europa View
Sheffield Business Park
S9 1XH

t. +44 (0)345 467 9950
e. sales@azzure-it.com