CRM functional consultant · Power Platform · AI-ready operations
Turning customer operations into clear, usable digital systems.
I work at the intersection of Dynamics 365 CE, CRM process design, customer service operations, and practical AI-enabled workflows. This site organizes my profile, project themes, industry thinking, and applied AI work.
Professional profile
A business analyst mindset with CRM delivery discipline.
My work focuses on translating business needs into CRM workflows, user stories, data structures, and practical delivery plans. I care about how teams sell, serve, capture customer context, and make decisions from CRM data.
The portfolio is organized around the work itself: business capability mapping, Dynamics 365 CE design, Power Platform automation, industry insights, and AI projects that extend the same operating-system mindset.
Site map
Choose what you want to understand first.
Portfolio
Skills, professional positioning, toolset, and how my experience maps to consulting work.
02Work Projects
Friendly, structured project cards showing representative responsibilities and outcomes.
03Industry Insights
Trends in CRM, customer service, low-code platforms, and AI-enabled operations.
04AI Projects
Applied AI demos, including the Career Prep Platform hosted under ai.kaixiao.ca.
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