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Silverbear Education Services

Silverbear Membership Solution |

As part of our Education Services for 2017, Silverbear are pleased offer you the opportunity to receive training on the Silverbear Membership Solution and some core Microsoft Dynamics 365 functionality. 

Our specialist Training Team will arrange and deliver training workshops on a range of topics to ensure that you and your colleagues feel proficient and confident in making full use of the Silverbear Membership Solution. 

Below are five key workshops that we feel will be of interest to you. 

You also have the option to create your own training days, allowing you to produce a “pick 'n' mix” of the workshops you wish to receive training on. Please see the Silverbear Training Agendas document for the full list of workshops.

Bulk Renewals – 1 day

A highly focused workshop on running the Bulk Renewal cycle from end to end.  This includes checking your data before the bulk renewal is due to run to allow sufficient time to resolve any problems with certain records. Click here to view the Bulk Renewals training agenda

Dashboard – ½ day

Dashboards provide a snapshot of business data and may be in the form of graphs and lists of data. This workshop will deal with the process involved in creating these useful items. Click here to view the Dashboard training agenda.

Direct Debit Processing – 1 day

A highly focused series of workshops on running the Direct Debit cycle from end to end. This includes processing any required manual communications, ensuring automatic email communications are being sent, as well as importing ARUDD responses and dealing with the failed items. Click here to view the Direct Debits training agenda.

Managing Cancellations – 1 day

This training course will guide you through scenario based cancellation processes. Whilst cancelling a membership is relatively easy, it’s all the associated data that often gets neglected. You’ll learn what to check and how to cancel correctly ensuring a smooth process. Click here to view the Handling Cancellations training agenda.

Microsoft Office Templates – ½ day

This feature was introduced in CRM Online 2016 Update and CRM 2016 (on-premises).Microsoft Excel provides powerful ways to analyse and present your Dynamics 365 data. With Excel templates, you can easily create and share your customised analysis with others in your organisation. Microsoft Office Word templates allow you to generate standardised documents automatically, populated with Dynamics 365 data with one click. Click here to view the Excel 2016 Templates training agenda.


If you would like to arrange training for you or your colleagues, or if you have any questions, please contact Rory Maginess-Roberts at rory.maginess-roberts@silverbear.com.