Dynamics Community Forum Thread Details

The following is based on Microsoft Sure Step Methodology for a Standard Project Type. These role can be modified based on the Project type and solution. Sure Step has not really been modified since 2012, so most of this still applies.

These are the role from the Consulting Organization.

Account Manager. Responsible for building and maintaining a healthy customer relationship; managing the customer’s product, license, and service issues; and closing sales efficiently.

Application Consultant. Responsible for configuring and customizing the Microsoft Dynamics application to achieve the customer’s business requirements.

Application Developer. Responsible for the design and development of modifications to the Microsoft Dynamics standard application and integrations to the customer’s existing systems.

Build Manager. Responsible for the installation and configuration of the environment for full version control across the project. Responsible for bringing together all parts of the development process and generating a daily build that can be easily deployed to any environment.

Engagement Manager. Responsible for the proper positioning of implementation services before a project begins. During implementation, this individual will have overall responsibility for ensuring the quality and timeliness of the services.

Executive Sponsor. A senior level executive who will monitor the Microsoft Dynamics implementation project to ensure a high level of customer satisfaction is achieved.

Organization Change Management Lead. Responsible for ensuring that the need for Organization Change Management is analyzed appropriately and that required Change Management activities are identified, planned, and executed accordingly.

Project Manager. Responsible for project delivery. This individual has approval authority for all project-related charges.

Sales Representative. Responsible for managing the sales process and the relationship with the prospective customer. This includes locating potential new customers, managing incoming leads, sending proposals, and closing sales.

Solution Architect. Responsible for planning and designing the overall Microsoft Dynamics solution, including technical and functional aspects.

Sprint Cycle Manager. Responsible for managing the 30-Day Sprint Cycle, ensuring that progress is maintained, managing risks, resolving issues, and ensuring that all team members follow the Sprint rules and practices.

Support Engineer. Responsible for keeping the users of the Microsoft Dynamics system productive by making sure the system is operating smoothly and as designed.

Technical Sales Specialist. Responsible for providing technical sales support during the sales process to ensure proper understanding of the Microsoft Dynamics product, both technically and functionally.

Technology Consultant. Responsible for managing and troubleshooting all technology-related items. Core activities include planning the infrastructure and required upgrades to hardware and software.

Test Lead. Responsible for planning and executing the test strategy, including unit tests, integration tests, data migration tests, and user acceptance tests.

From the customer side, you would have the following roles:

Business Analyst, Business Decision Maker, End User, Executive Sponsor, IT Manager, IT Team Member(s), Key User(s), Project Manager, Purchase Manager, Subject Matter Expert and Test Lead.

Dynamics ERP/CRM Implementation

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