Skip to main content

How Sure Step Is Slowly But Surely Becoming the Implementation Tool of Choice Across Microsoft Dynamics Applications

by Mark Polino
Director of Client Services, Fastpath, Integrated Business Group

Sure Step is Microsoft's implementation methodology for all its Dynamics products. Recently I had the opportunity to take Microsoft's implementation exam for Dynamics and in the process, I learned that many customers and even some partners really don't understand what Sure Step is.

It should be obvious that a successful implementation of Microsoft Dynamics GP provides the foundation for happy users later on. Since all of the Dynamics products are implemented by partners, it's in Microsoft's interests to facilitate consistent implementations whenever possible. Microsoft's vehicle to provide consistency is its Sure Step methodology.

Sure Step is an implementation methodology similar to methodologies already used by many partners. With the standardization of the methodology, Microsoft brings a consistent approach to documentation and terminology. Recently, Microsoft has made passing its implementation methodology exam one requirement of its updated partner certification program. This means it's going to be a lot harder for partners to resist adopting Sure Step.

Fortunately, Sure Step adoption is a good thing for both partners and customers. Sure Step is simply a framework. It includes defined processes, common documents and shared tools designed to remove some of the variables in project implementations.

One of the most important benefits from Sure Step is a common set of documents. The default documents replace a smorgasbord of items created  by each individual partner. In many cases, there are specific documents for implementing each Dynamics product (GP, AX, NAV, etc.) as well as generic versions that can be tailored as needed.

A second benefit is that Sure Step is integrated with Sharepoint. It's very easy for partners to set up and deploy a Sharepoint portal for a single implementation. This setup provides all of the document templates designed to support ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

About Mark Polino

Mark Polino is a Certified Public Accountant (CPA) and a former Microsoft MVP (2007-2018) for Business Solutions. He is the author or coauthor of 5 books related to Microsoft Dynamics GP.  Mark also maintains the Dynamics GP focused website DynamicAccounting.net. He speaks and writes regularly about ERP related topics. Mark has been a controller and CFO for a division of a publicly traded company and he has  worked as a consultant implementing ERP solutions. Mark holds additional certifications including Certified Information Technology Professional (CITP), Certified in Financial Forensics (CFF) , Chartered Global Management Accountant (CGMA). Dynamics Credentialed Professional for Dynamics GP 2015 (Core Install and Core Financials), Xero Certified. He holds a bachelor's degree in accounting from the University of Central Florida and an MBA from Rollins College. Mark lives with his family in Florida.

More about Mark Polino