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Customer Success with Microsoft Dynamics Sure Step by Nilesh Thakkar, Vincent Bellefroid, Chandru Shankar

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Delivering Upgrade

In the previous section, we discussed how we setup the solution delivery process for the upgrade. We now focus on the delivery of the upgrade itself, using the Sure Step Upgrade Project Type.

We discussed two approaches to upgrading with Sure Step in the previous section: the Technical Upgrade and the Functional Upgrade. The common denominator for both these approaches is the Sure Step Upgrade Project Type – for the Technical Upgrade, this provides the underlying workflow for the only Release; for the Functional Upgrade, this constitutes the workflow for the first Release. A screenshot of the Sure Step Upgrade Project Type is as follows:

As shown in the screenshot, the Sure Step Upgrade Project Type follows the waterfall method ...

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