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Introduction to Scrum for Dynamics 365

Fun guide to the agile Scrum framework for Microsoft Dynamics 365.

Introduction to Scrum for Dynamics 365

The Introduction to Scrum for Dynamics 365 course is designed for people involved in Microsoft Dynamics 365 projects that want to learn how to apply the Scrum agile framework so that their project can benefit from a faster implementation for less cost, happier stakeholders with better software and more fun for the project team.

The course is a combination of video, presentations and quizzes to build your understanding.

Who should take this course?

Introduction to Scrum for Dynamics 365 is excellent training for teams and individuals that want to learn the fundamentals of Scrum. No prior knowledge or experience with the Scrum framework or any agile methods is required.

The course provides the foundation of knowledge needed for Microsoft Dynamics 365 customers who may be implementing Dynamics 365 in their organisation or Microsoft Dynamics partners who may be implementing Dynamics 365 for their customers.

If you are a project sponsor, project manager, business analyst, Microsoft Dynamics 365 consultant, developer or tester you'll find this course the perfect base for your Scrum certification and practice.

What you will learn

During the course you will learn the fundamentals of Scrum. We will cover all of the basic Scrum terminology including Scrum theory, events, roles and deliverables.

At the end of the course, you'll understand what a sprint is, all the Scrum events that happen during a sprint, the three different roles in a Scrum team, and the three Scrum deliverables.

The contents of this course will prepare you for the Scrum.org Professional Scrum Master level I assessment and the course includes a practice assessment. Please note that Customery is not affiliated with Scrum.org.

What is included in the course?

The course is jam-packed with content designed to help you learn about Scrum and apply it to you next Dynamics 365 project. Here's what you'll get:

  • 18 professionally recorded videos. Videos include closed captions, and there's an iOS course app if you want to watch them on your iPhone.
  • The videos include three Scrum for Dynamics 365 case studies from my own project experience.
  • Hand-outs are included for each video with copies of the lesson slides and a transcript.
  • A quiz at the end of each section to test your knowledge.
  • A practice exam for the Scrum.org Professional Scrum Master I assessment.
  • An audio course hosted on SoundCloud that you can stream to the SoundCloud app on iOS or Android.
  • Access to a private Scrum 365 Facebook group to ask questions with other students and me.

Why learn with Customery?

We've taken the Scrum fundamentals and combined them with specific Microsoft product and project experience to bring together a course that is much more specific and targeted than general Scrum courses. Customery courses apply real-life experiences learned from using Scrum to implement many Dynamics 365 projects.


Your Instructor


Neil Benson
Neil Benson

Neil has twenty years' experience working with CRM systems. With over 10 years’ Microsoft Dynamics experience, he is a specialist at winning, envisioning and delivering Dynamics 365 projects that provide clients with amazing results. He has been practising agile CRM software implementations using Scrum since 2009, and has received a Microsoft Most Valuable Professional (MVP) award each year since 2010 for his thought-leadership in the Microsoft Dynamics community. Neil has spoken at numerous Microsoft conferences and user groups and has had two CRM books published. He currently lives with his family in Brisbane, Australia, and is the Customer Engagement practice director for a global professional services firm.


"Neil knows Dynamics, and I can't think of anyone better suited to teach you how to apply the principles of agile Scrum to Dynamics 365 deployments."

- Joel Lindstrom, Consulting Principal at Hitachi Solutions, 10 times Microsoft MVP, Owner at Dynamic Podcasts (CRM Audio Podcast Network). United States.

"We’d been cherry picking aspects of agile frameworks in our projects for a while, but I was keen to learn more. Seeing one of Neil’s Dynamics 365 Saturday presentations (featuring the Lego!) really got me hooked. The Introduction to Scrum for Dynamics 365 course was a great way to help refresh and refocus my team to go 'all in'."

- Daniel Hesketh, Director, MiiiA. Australia.

"Scrum 365 gave me excellent step-by-step guidance on how to apply Scrum techniques to my Dynamics 365 projects. It was awesome to get lots of real world advice from Neil like ‘One product owner is better than two or three’ which I felt gave me confidence in my decision making. In my view this course really should be mandatory for anyone starting a Dynamics 365 project."

- John Grace, CEO, North52. Ireland.

"Neil’s expertise in using Scrum for Dynamics 365 Customer Engagement implementations is second to none – having the opportunity to tap into his knowledge and experience has helped me in addressing gaps in my knowledge so that I can ensure an optimal outcome for my clients in their agile Dynamics 365 implementations."

- Fiona Whiteing, Cloud Advisory - Dynamics 365 at KPMG. Australia.

"The course is proving to be fun, easy to consume and most of all: relevant. It does exactly as it promises – interprets Scrum in the context of delivering Dynamics 365 projects. It’s all very 'Neil' - light-hearted yet engaging and authoritative. Neil rightly speaks from a place of authority yet makes no assumptions about your level of knowledge of Scrum. Plus, your progress is all but guaranteed as each increment is short (rarely over 10 minutes) making it easy to fit a least one lecture in every day. Every Dynamics 365 project you ever work on should follow the Scrum 365 approach – we’d all have happier clients, less stressful projects and be happier in our work."

- Greg Owens, Director & Technical Consultant, Vitalogy IT Solutions. United Kingdom.

"I found the Customery Scrum course was a great help in providing a clear and concise approach in using Scrum on Dynamics 365 projects."

- Joe Gill, Dynamics 365 Consultant and Microsoft MVP. Ireland.

"I’ve been using agile approaches to Dynamics 365 projects for a while now, but Neil’s course has helped me crystallise how I to do better in future, with the added advantage of preparing me for another certification! All organisations adopting Dynamics 365 should take this course."

- Julian Sharp, Microsoft Dynamics 365 Consultant/Trainer, Vigence. United Kingdom.

"When faced with a massive Dynamics 365 project with hundreds of pages of requirements, we knew that we needed to think different to be able to build the system in an efficient and manageable way. Applying the Scrum principles covered in Neil’s course, the massive requirements document was broken down into a set of manageable sprints. Our dev team feel both excited and empowered to be able to participate in establishing the effort and allocation of tasks. Our daily scrums were key in collaborating effectively to delivering value to the customer successfully. We are continuing to evolve our use of Scrum and I can’t image taking on any future Dynamics 365 project using any other implementation methodology."

- Nick Doelman, Microsoft MVP and Manager of CRM Solution Development, BDO. Canada.

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
Is the course suitable for people implementing Microsoft Dynamics 365 Finance & Operations or Microsoft Dynamics 365 Business Central
You'll find almost all of the course content also applies to Microsoft Dynamics 365 Finance & Operations and Microsoft Dynamics 365 Business Central, as well Dynamics CRM, Dynamics NAV and Dynamics AX. Most of the examples are based on CRM projects, and there is a little technical content in the deliverables section that applies to Dynamics 365 Customer Engagement.
Can I share my login?
Each course purchase is for a single person to take the course. Access is unlimited but for one person only.
Is previous experience of Scrum required?
This course is designed for Dynamics 365 practitioners who have had no previous experience of Scrum. By the end of the course, you should have sufficient understanding to achieve Scrum.org's Professional Scrum Master I certification.
Do you offer discounts for teams?
Yes, we sure do. ​We offer the following discounts for teams buying courses together:
  • 10% discount for ​2 to 9 students
  • 20% discount for 10 to 24 students
  • 30% discount for 25 to 49 students
  • 40% discount for 50 to 99 students
  • 50% discount for 100+ students
How do team discounts work?
Email us to place an order for two or more courses and we'll raise an invoice and send it to you. Once the invoice is paid, we'll issue unique course coupons according to the quantity purchased.
How many course coupons do I need for my team?
Each student needs one coupon and will be granted access when they log in for the first time using the coupon. Access to courses is not transferable between students.
Can I get a refund on unused course coupons purchased for my team?
Unused coupons are not refundable but do not expire and can be used at any time in the future.
What payment methods are accepted for team courses?
We accept payment via PayPal, major credit card using PayPal, and direct bank transfer in Australia, United States and the United Kingdom.
Can I purchase more team course coupons later?
The discount tier is applied to each transaction. To maximize your discount, we recommend planning your future training needs and purchasing the number of course coupons you need in advance.

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