Whats New in Sure Step 2012

*Note: Content may not apply for all filter options some may be Enterprise only, Agile only, CRM Only, etc. *Note: This is a list of major changes for Sure Step 2012. Smaller bug fixes, removal of obsolete files, and other small changes are not included. If you have any questions about an area that may have changed, please e-mail sslisten@microsoft.com with your question. Diagnostic Phase Offerings Now Included Under Solution Envisioning Solution Envisioning>Solution Overview>Microsoft Dynamics Solutions>Microsoft Dynamics CRM o Combined Microsoft Dynamics CRM, CRM Online, Extended CRM and Customer Care content onto this page o Updated content Solution Envisioning>Solution Overview>Microsoft Dynamics Solutions>Microsoft Dynamics AX o Updated content Solution Envisioning>Solution Overview>Industry/Vertical Solutions>Manufacturing o Updated content Solution Envisioning>Solution Overview>Industry/Vertical Solutions>Public Sector o Updated content Solution Envisioning>Solution Overview>Cross Industry/Horizontal Solutions>Customer Care o New page added NEW! Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Accelerated Proof of Concept with CRM Online o New methodology page o New Delivery Guide attached Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Requirements and Process Review o Updated Role-Tailored Questionnaire Template for Microsoft Dynamics AX o Updated ISV Requirements Questionnaire Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Fit Gap and Solution Blueprint

Extended CRM content merged onto primary CRM page, eliminating need for separate methodology page o Updated Fit Gap Analysis Worksheet for Microsoft Dynamics AX o Removed duplicate worksheets for all products (formerly found in both Diagnostics and Analysis phases) All Fit Gap documents are now located in the Diagnostic phase. o Removed worksheets and templates not related to specific products o Fixed broken calculations in worksheets o Updated Fit Gap and Solution Blueprint Delivery Guide for Microsoft Dynamics AX Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Architecture Assessment o Removed redundant Architecture Assessment methodology page that used to be a child page of this section o Moved documents from former child page to this page o Updated Architecture Assessment Delivery Guide for Microsoft Dynamics AX o Updated Data Gathering Template for Microsoft Dynamics CRM o Updated Architecture Assessment Delivery Guides for both Microsoft Dynamics CRM and CRM Online o NEW! Added Sizing Estimate for Microsoft Dynamics CRM o NEW! Added Sizing Spreadsheet for Microsoft Dynamics CRM o NEW! Added Generic Architecture Sample for Sizing Microsoft Dynamics CRM Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Architecture Assessment>Proof of Concept Benchmark o Updated Findings and Recommendations Proof of Concept Benchmark Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Scoping Assessment o CRM/CRM Online content merged onto Scoping Assessment page, eliminating need for redundant page o Updated Costing Worksheet for Microsoft Dynamics GP, NAV and SL Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Business Case o Extended CRM content merged onto Business Case page eliminating need for redundant page o Updated Business Case Delivery Guide ERP Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Upgrade Assessment o Combined with former child page also named Upgrade Assessment, eliminating redundant page o Updated Upgrade Assessment Delivery Guide o Updated Upgrade Assessment for Microsoft Dynamics AX o NEW! Added Upgrade Assessment Fit Gap Workbook for Microsoft Dynamics CRM o NEW! Added Upgrade Assessment Checklist for Microsoft Dynamics CRM o NEW! Added Design Considerations for Microsoft Dynamics CRM o Updated Upgrade Assessment Delivery Guide for Microsoft Dynamics CRM

Updated Upgrade Assessment documents for both Microsoft Dynamics CRM and CRM Online Solution Envisioning>Solution Overview>Decision Accelerator Offerings>Final Licensing and Services Agreements o Updated Statement of Work documents for all project types

Solution Implementation and Upgrade Changes 1 1 1 Project Planning (Upgrade) o Updated Project Plan for Upgrade Projects o Updated WBS for Upgrade Projects o NEW! Added Technical Upgrade Project Activities for Microsoft Dynamics AX 1 3 1 Conduct Detailed Business Process Analysis o Updated Master Planning Process Flow for Microsoft Dynamics AX o Updated Production Process Flow for Microsoft Dynamics AX o Updated Purchasing Process Flow for Microsoft Dynamics AX o Updated Quality Management Process Flow for Microsoft Dynamics AX o Updated Sales Process Flow for Microsoft Dynamics AX 1 4 1 Gather Business Requirements o Updated FRD Template for Microsoft Dynamics AX o Updated FRD Sample for Microsoft Dynamics AX o Upgrade project type NEW! Added child methodology pages 1 4 1 1 through 1 4 1 5, with all attached documents and links 1 4 3 Define Solution Backlog (Agile) o NEW! Added Design Considerations for Microsoft Dynamics CRM 1 7 1 Build Sandbox and Training Environment o Updated Training/Sandbox Environment Environment Specification for Microsoft Dynamics AX 1 7 3 Create Environment Definition o Updated Environments Definition for Microsoft Dynamics AX 1 9 1 Gather Data Requirements o Updated Methodology Pages for Enterprise, Standard, Rapid and Agile project types 1 9 1 1 Identify Data Migration Requirements o Updated Methodology Page o Updated Data Migration Requirements for Microsoft Dynamics AX 1 9 1 2 Identify Data Migration Approach o Updated Methodology Page 1 9 1 3 Document Data Migration Requirements o Updated Methodology Page 1 9 3 Initiate Data Upgrade Preparation (Upgrade) o Updated Methodology content

2 4 1 Begin System Configuration and ISV Solution Setup o Updated Configuration Settings for Microsoft Dynamics AX o NEW! Added Design Considerations for Microsoft Dynamics CRM (Enterprise and Standard) 2 4 2 Validate Design Security o Updated Security Role Definitions for Microsoft Dynamics AX 2 4 3 Create Fit Design in Functional Design Document o Updated Functional Design Document Configurations Sample Doc 2 4 4 Create Solution Design Document o Updated Solution Design Document Template 2 4 6 Configure and Setup Standard and ISV Solutions (Rapid) o NEW! Added Design Considerations for Microsoft Dynamics CRM 2 4 8 Review Data Upgrade Checklist (Upgrade) o NEW! Added Design Considerations for Microsoft Dynamics CRM 2 5 2 Create Technical Design Document o Updated Technical Design Document (TDD) Sample for Microsoft Dynamics o Updated TDD Template for Microsoft Dynamics 2 5 3 Review Existing Code (Upgrade) o NEW! Added Child methodology pages: 2 5 3 1 through 2 5 3 3 with attached documents and links 2 6 2 Create Unit and Function Test Scripts for Custom Code o Updated Unit/Function Test Script Template for Microsoft Dynamics AX 2 6 3 Create Test Scripts for Integration Testing o Updated Integration Test Script Template for Microsoft Dynamics AX 2 6 4 Create Test Scripts for Data Migration Testing o Updated Data Migration Test Script Template for Microsoft Dynamics AX 2 6 5 Identify Process Testing Scenarios o Updated Process Test Script Details Doc for Microsoft Dynamics AX o Updated Process Test Script Template 2 7 1 Design and Plan Non-Production Environment Specification o Updated Non Production Environment Specification for Microsoft Dynamics AX 2 7 2 Build Non-Production Environments o Updated Non-Production Environment Installation for Microsoft Dynamics AX 2 9 1 1 Evaluate Source Data o Updated Methodology Page 2 9 1 4 Establish Data Filter Parameters o Updated Methodology Page 2 9 1 5 Assign Data Migration Responsibilities o Updated Methodology Page 2 9 4 2 Define Data Migration Plan o Updated Methodology Page

3 4 7 Upgrade Application Modules (Upgrade) o NEW! Added Upgrade Application Modules for Microsoft Dynamics AX 3 5 4 Upgrade Customizations (Upgrade) o Updated Methodology Page o Added child methodology pages: 3 5 4 1 through 3 5 4 5 and all attached documents and links 3 6 7 Develop UAT Scripts o Updated UAT Test Script Scenario Worksheet Template for Microsoft Dynamics AX By Role o Updated UAT Test Script Template for Microsoft Dynamics AX o Updated UAT Test Script Details o Updated UAT Test Script Word Version 3 6 10 Conduct Testing (Upgrade) o Added child methodology pages: 3 6 10 1 through 3 6 10 5 and all attached documents and links 3 8 4 Upgrade Integrations and Interfaces (Upgrade) o Updated Methodology Page 3 9 5 Verify Benchmark Data (Upgrade) o Updated Methodology page 4 4 2 Go Live o Updated Go Live Checklist 4 7 2 Plan for Go-Live Cutover o Updated Go Live Cut Over Plan for Microsoft Dynamics AX 4 7 3 Create Production Operations Guide o Updated Operations Guide Production Environments for Microsoft Dynamics AX 4 9 4 Final Data Upgrade to Production o Updated Methodology Page

Optimization Offerings Now Known as Solution Optimization Offerings now split by product, so only services offered for a product appear by product AX has almost entirely new methodology pages and Description of Services GP Offerings: o NEW! Health Check Methodology Page o NEW! Infrastructure Design Methodology Page NAV and SL: o NEW! Infrastructure Design Review Methodology Page CRM Offerings: o New Infrastructure Design Review Methodology Page o New Reporting Services Workshop Description of Services o New Upgrade Review Methodology Page o New Health Check Methodology Page

o Other Updates:

New Architecture Review Methodology Page

Additional Resources>Product-Specific Resources>Microsoft Dynamics AX Links o Updated links for Microsoft Dynamics AX 2012 Additional Resources>Product-Specific Resources>Microsoft Dynamics GP Links o Added links for Microsoft Dynamics GP 2010 o Fixed broken links Additional Resources>About Sure Step o Updated Sure Step To-Customer Thru-Partner Overview Project Management Library o Fixed broken links in Visio diagram on this page and many child pages o Project Management Library>Project Management Processes Fixed display issues on Visio documents Sure Step Methodology page o Updated Methodology Page o Updated Diagram Solution Envisioning page o Updated Methodology Page o Updated Diagram Solution Implementation and Upgrade Page o Updated Methodology Page o Added New Diagram Project type specific pages o Updated Enterprise Project Type Methodology page o Updated Standard Project Type Methodology page o Updated Rapid Project Type Methodology page o Updated Upgrade Project Type Methodology page o Updated Agile Project Type Methodology page