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

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Sure Step's Projects feature

In Chapters 4 through 7, we covered the five waterfall and Agile Sure Step project types, including the templates that are provided for the project activities. Those templates include some of the project and change management templates we discussed in the above sections. In this section, we now turn our attention to initiating a project with the appropriate cross section of these templates pre-populated depending on the user's selection.

Sure Step provides a feature called Projects for the easy setup of project templates and efficient collaboration with project team members. This feature can be found under the second tab of the Sure Step application or in the bottom-left corner of Sure Step Online and is appropriately ...

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