You're right, Microsoft's Sure Step methodology was a valuable resource for Dynamics CRM/365 implementations, providing a structured approach and helpful templates. While Sure Step is no longer actively maintained, the need for similar documentation remains.
Here's a breakdown of where to find relevant templates and resources for Dynamics 365 CRM (now Dynamics 365 Customer Engagement):
1. Microsoft's Solution Framework (ASF) and Implementation Guides:
- Microsoft Learn: Microsoft's documentation on Microsoft Learn is now the primary source for implementation guidance. While it might not be a direct replacement for Sure Step's templates, you'll find best practices, methodologies, and examples.
- Implementation Guides: Microsoft publishes implementation guides for specific Dynamics 365 applications, which often include templates and checklists. Look for these guides on Microsoft Learn.
- Cloud Adoption Framework for Azure (CAF): While not specific to Dynamics 365, the CAF provides a broader framework for cloud implementations, including governance, security, and best practices. Some of its principles can be applied to Dynamics 365 projects.
2. Consulting Partner Resources:
- Microsoft Partners: Microsoft partners often have their own methodologies and templates based on their experience. Many partners will offer document templates as a part of their consulting services.
- Partner Websites: Check the websites of leading Dynamics 365 consulting partners. They may have white papers, blog posts, or downloadable templates.
- Partner Solution Accelerators: Some partners develop solution accelerators that include pre-built templates and documentation.
3. Online Communities and Repositories:
- GitHub: Search GitHub for "Dynamics 365 templates" or similar keywords. You might find community-created templates for solution design, fit-gap analysis, and other documents.
- Dynamics 365 Forums and Communities: Participate in Dynamics 365 online communities and forums. You can often find shared templates and best practices from other professionals.
- LinkedIn Groups: Join Dynamics 365-related LinkedIn groups. You can connect with other professionals and potentially find shared resources.
4. Industry-Specific Templates:
- Industry Standards: If your Dynamics 365 implementation is for a specific industry (e.g., healthcare, finance), look for industry-specific templates and standards.
- Regulatory Compliance: If your project involves regulatory compliance (e.g., GDPR, HIPAA), ensure your documentation addresses these requirements.
5. Creating Your Own Templates:
- Adapt Existing Templates: You can adapt existing templates from previous projects or other sources to fit your Dynamics 365 needs.
- Develop Custom Templates: Based on your organization's specific requirements, you can develop custom templates for solution design, fit-gap analysis, and functional design.
- Use Standard Documentation Tools: Use standard documentation tools like Microsoft Word, Excel, and Visio to create your templates.
Key Document Types to Focus On:
- Solution Design Document: This document outlines the overall solution architecture, including entities, workflows, integrations, and security.
- Fit-Gap Analysis: This document compares the out-of-the-box Dynamics 365 functionality with your organization's requirements, identifying gaps and proposed solutions.
- Functional Design Document: This document provides detailed specifications for customizations, including user interface design, business rules, and workflows.
- Technical Design Document: This document provides technical specifications for developers, including data model changes, code customizations, and integration details.
- Test Plan and Test Cases: This document outlines the testing strategy and test cases for the Dynamics 365 implementation.
- User Training Materials: This document provides training materials for end-users, including user guides and quick reference guides.
Important Considerations:
- Adapt to Agile: Many Dynamics 365 projects now follow Agile methodologies. Adapt your documentation approach to be more iterative and flexible.
- Focus on Value: Focus on creating documentation that adds value to the project and is easily understood by stakeholders.
- Maintain Documentation: Keep your documentation up to date throughout the project lifecycle.
While a direct replacement for Sure Step might not exist, by combining Microsoft's resources, consulting partner expertise, and community knowledge, you can create effective documentation for your Dynamics 365 projects.
You can also refer to the other MSFT links
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