Microsoft Dynamics Sure Step – The Key to a Successful ERP Implementation

Microsoft Dynamics Sure Step

It’s a fact that all companies have struggled when responding to the inevitable changes of the continuously demanding market, some of them have failed to adapt to such changes and therefore could not proceed and compete in the market. Being successful nowadays requires considerable efforts to be taken in order to manage the change and compete. In this essence, the importance of enterprise resources planning emerged as one of the key essentials factors of a successful business, it empowers the business to make the right decision at the right time and therefore, respond effectively and efficiently to the change of the demanding market.

Nonetheless, implementing ERP itself is perceived as a major change for businesses. Recent studies have shed a light on the high failure rate of ERP implementation all over the world. Gartner has addressed in a recent study that ” 75 % of all ERP projects fail “. Reasons for failure are various, although, it’s mostly related to how businesses manage organizational change.

Involvement and engagements are key success factors in change management, which imply involving all stakeholders, process owners and employees in the change process in order to be part of the change. In this essence, the importance of Microsoft Dynamics Sure Step emerges for both; Microsoft Partners and ERP clients as a customer engagement methodology that can be deployed to minimize the failure rates and ensure a success story.

The main essence of Sure Step is that the client is part of every phase, every process, every step. Their engagement and feedback are the main driver of the project progress. Microsoft Dynamics Sure step has primary phases, in each one, deliverables need to be submitted to the process owners for simulation and testing, revision and modifications might be considered as derived from the stakeholders’ feedback, and they are the one to give the green signal for the partner to make a progress after they ensure that deliverables fulfill their business requirements.

The following are the primary phases which are covered by Microsoft Dynamics Sure Step Methodology:

1- Diagnostic
2- Analysis
3- Design
4- Development
5- Deployment
6- Operation

Microsoft Dynamics Sure Step
In several implementations, requirements are gather initially throughout the analysis phase, then the implementation team might be away for several months configuring, deploying and customizing the system as per the original scope. Then, the client receives an almost final product which is far away from their vision. Microsoft Dynamics Sure step ensures that the client is part of every single process, they are involved throughout the project in its various phases in order to check and ensure that their requirements are being implemented as required.

Microsoft Dynamics Sure Step considers all the possible project types such as; Standard, Rapid, Enterprise, Agile or Upgrade. In additions, it I designed for all Microsoft Products. It provides a detailed and comprehensive explanation of the roles involved in the project from both partner and client perspective. For instance, from a client perspective, the role includes business decision maker, project manager, subject matter expert and key users.

This methodology ensures that proper documentation and change management activities are conducted throughout the project life cycle. This includes but not limited to scope documents, GAP analysis, Project Charter, Project Plan, Financial Structure, Integration Strategy, Data Migration Strategy …etc.

Eventually, lack of certain system features would not be the reason of ERP implementation failure, but rather the practices laid out by the business in order to manage the change is considered the most critical and yet essential key of a successful project.

Mahmood M. AlSaadi – MVP
Principal Dynamics ERP Consultant
SIROCo LLC – (844) 708-0008
McKinney TX

Dynamics GP 2018 – Sorting Options on Inquiry Windows

Another interesting feature that has been introduced with the release of Dynamics GP 2018 is the ability to sort results of the inquiry windows in both; the accounts receivable and the payable. The sorting option has been added to the following inquiry windows: 

  • Receivable Transaction by Customer | Inquiry > Sales > Transaction by Customer
  • Receivable Transaction by Document | Inquiry > Sales > Transaction by Document
  • Payable Transaction by Vendor  | Inquiry > Purchasing > Transaction by Vendor
  • Payable Transaction by Document | Inquiry > Purchasing > Transaction by Document


On both of the windows above, the sorting options which are available are:

  • Sort by Type
  • Sort by Document Number
  • Sort by Document Amount
  • Sort by Amount Remaining
  • Sort by Document Date

The most important point to be considered here is that when sorting by the “Document Type”, the numerical values in the RM Key table. Document types are

1 – Sale / Invoice
2 – Reserved for scheduled payments
3 – Debit Memo
4 – Finance Charge
5 – Service / Repair
6 – Warranty
7 – Credit Memo
8 – Return
9 – Payment

Furthermore, there are addition options to choose the sorting type, whether it is to be Ascending or Descending.
On the payable module, there are other two inquiry windows which have got new sorting options as illustrated below:


On both windows above, here are the sorting options available: 

  • Sort by Document Number
  • Sort by Document Type
  • Sort by Document Amount
  • Sort by Unapplied Amount
  • Sort by Document Date

Another important piece of information is that when sorting by the document type, the inquiry window will sort by the numerical values in the PM key table which are illustrated below:

1 – Invoice
2 – Finance Charge
3 – Misc Charge
4 – Return
5 – Credit Memo
6 – Payment

Again, there is an option to specify whether sorting is to be applied on an Ascending or Descending type.

Further Dynamics GP 2018 features will be illustrated in the upcoming posts.

Dynamics GP 2018 – Print Purchase Requisition Document

In previous versions of Dynamics GP, end-users have complained about the ability to have print-out or the purchase requisition document in Dynamics GP. Several GP community end-users have asked for it, here is one.

There have been several workaround solutions such as the one which has been proposed by MVP Mohammad Daoud on this link. The idea was to create a custom SSRS report and having it assigned to the purchase requisition form until an official resolution from Microsoft would be introduced.

Today, with the release of Dynamics GP 2018, the print-out for the purchase requisition has been made available as part of the standard functionality of the system. It has been absolutely annoying not to have this report, and we have to customize it almost in every single GP implementation throughout the previous two years.

From Dynamics GP, Transactions > Purchasing > Purchase Requisition :

Dynamics GP 2018 - Print Purchase Requisition Document

Dynamics GP 2018 – Print Purchase Requisition Document

Click on Print, it’s working now. The report name is “Purchase c” as shown below:

Dynamics GP 2018 - Print Purchase Requisition Document