Dynamic Customer Service with Relationship Insights

Tuesday, May 9
1:15 PM - 2:45 PM
Room: Burlington Route

Format: Deep Dive
Level: Intermediate

In this session we will use a scenario based method to discuss how to leverage the features of Relationship Insights (Relationship Assistant, Auto Capture, Email Engagement) to uncover customer care situations and engage them proactively.

Shawn Tabor

Sr. Solutions Architect
Hitachi Solutions America

Shawn Tabor is a Microsoft Business Solutions MVP & Co-host of CRM Audio, the Dynamics 365 podcast as well as contributor to Shawn has worked with Dynamics CRM since version 3.0 and has managed many implementations, including 4500 users in the Financial Services industry as a former client.

In his time in consulting, Shawn has architected Dynamics solutions in Financial Services (Investment Banking, Wealth Management, Insurance, Retail Banking), Manufacturing, Sports & Entertainment and Medical Supplies vertical industries. Follow Shawn on Twitter (@crmhobbit), and his CRMAudio podcast is available on all podcast platforms (iTunes, Google Play, Stitcher, etc.).


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