Sure Step Implementation Methodology
What is it?
Sure Step Implementation Methodology is a comprehensive customer engagement methodology for Microsoft Dynamics® solutions. It provides a standard approach and collection of tools, templates, and best practices to use for successful customer implementations — from sales through delivery. It provides customers with predictable, on-time and on-budget implementation for a rapid return on investment.
What are the benefits of Sure Step Implementation Methodology for ISVs?
- Guidance on reseller engagement model in the pre-sales and implementation lifecycles of customer engagement
- Forum to share more details of the solution
- Reduced training and mobilization time
- Decreased engagement risks
- Opportunity to recruit the best reselling partners
How does Sure Step Implementation Methodology relate to CfMD?
Since the Implementation Methodology exam is one of the ERP/CRM Competency requirements (reinforcement starting in May 2011 only). VeriTest will validate the ERP/CRM competency. Note that ISV-specific templates mentioned in point 3 below, will be a CfMD requirement as of May 2011. Please contact your Regional Service Center with ERP/CRM Competency related questions.
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What does Sure Step Implementation Methodology 2010 provide?
ISV Guidance in Sure Step Implementation Methodology 2010 guides VARs (Value Added Resellers) and Resellers on when/how to engage an ISV Solution Provider, and how to deploy the ISV Solution. It also provides guidance to ISVs on when and how to engage with VARs in the selling and implementation activities as well.

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In Sure Step Implementation Methodology 2010, the ISV guidance encompasses Sales (Diagnostic phase) and Implementation (Analysis through Operations) phases. ISV Solution artifacts can also be incorporated to streamline the selection and integration process. In Sure Step Implementation Methodology 2010, this is accomplished by defining the materials an ISV will need to provide, and defining how this is applied to corresponding Sure Step activities. While the aim of the Diagnostic documents will be to assist the sales team with the positioning of the solution, the Implementation documents will focus on helping the consulting team deliver the promised solution to the Customer. Content for Implementation will encompass the five phases, Analysis through Operation phases, and will be associated with the Activities in the nine cross phase processes.
How can ISVs leverage Sure Step Implementation Methodology now?
- Get an overview on how Sure Step can help your business on the Sure Step Implementation Methodology webpages (Partnersource login required).
- Download and install Sure Step Implementation Methodology 2010.
- Complete the following ISV-specific templates for your solution to help your resellers understand how best to implement your solution. These documents will improve the perception of you as a well prepared, professional company, increasing the chance that resellers will engage with you. You may choose to post the completed documents or access to them on the Partner-to-Partner Connections webpage where ISVs with Certified for Microsoft Dynamics solutions advertise their softwares to attract resellers. To access these templates, make sure you have downloaded Sure Step Implementation Methodology 2010 on PartnerSource (step 2). Then open Sure Step Implementation Methodology 2010 and go to the "Additional Resources" section and select the "Guidance for ISV Providers" page.
- Costing Worksheet ISV Template
- Functional Requirements ISV Template
- User Acceptance Test Template
- Requirements Gathering Template
- The Managing Microsoft Dynamics Implementations certification examination (Exam MB5-858) fulfills the Implementation Methodology requirement for the ERP/CRM Competency which is a CfMD requirement.
Below is the recommended list of Sure Step Implementation Methodology training courses to prepare for the certification exam:
Using Microsoft Dynamics™ Sure Step Implementation Methodology
On-Demand* | Training Materials*: 4 hrs | On-demand | Free for partners on a Service Plan Project Managing Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics NAV Implementations with Microsoft Dynamics Sure Step Implementation Methodology 2010
Register | Training Materials*: 16 hrs | Instructor-led | Fee Project Managing Microsoft Dynamics CRM Implementations with Microsoft Dynamics Sure Step Implementation Methodology
Register | Training Materials*: 16 hrs | Instructor-led | Fee *Enrollment in a Partner Service Plan for Microsoft Dynamics is required to access these training resources. Learn more about Partner Service Plans. Partners without a Partner Service Plan can order the training materials from Element K (Phone: +1-800-478-7788).
Exam Details: The Exam Preparation Guide can be found on PartnerSource and on Microsoft Learning. For complete information on the exam, please review the FAQ. Register here for the exam. The cost to take the Managing Microsoft Dynamics Implementations certification exams are approximately $125 USD, depending on the region. It is priced $125 in developed countries, $80 in investment countries and $50 in emerging countries. The exam is facilitated by Prometric and must be completed in-person. Go here to schedule an exam: http://www.prometric.com/Microsoft.
Questions regarding Sure Step Implementation Methodology, Microsoft Dynamics partners should contact the Sure Step Implementation Methodology team and other partners the Microsoft Partner Network team.