Dynamics 365 CE and Power Platform
CRM modernization, service workflows, sales operations, automation, reporting, and adoption.
Portfolio
CRM, Power Platform, and business analysis in one practical profile.
I help teams turn business needs into clear CRM workflows, delivery-ready requirements, and systems that people can use every day.
Southwest Jiaotong University
Founded in 1896, SWJTU is known for engineering and transportation disciplines. That background shaped how I think about systems, process, and scale.
Canadian business systems work
My recent work is centered on CRM, customer operations, and system modernization in Canadian business contexts.
Microsoft business applications path
Dynamics 365 CE, Customer Service, Power Platform, Dataverse, Power Automate, and solution delivery practices.
How I work
How I usually add value.
I clarify the real workflow behind a request: who owns the data, where handoffs happen, what exceptions matter, and what users need to see when they make decisions.
Then I turn that into useful delivery artifacts: user stories, acceptance criteria, process maps, CRM behavior, automation rules, test scenarios, and rollout notes.
Strengths
Where I tend to be useful.
Business process discovery
Finding the real process behind the system request.
CRM functional design
Turning sales, service, and customer records into usable CRM behavior.
Power Platform automation
Replacing repetitive manual work with controlled, explainable workflows.
User adoption
Helping business users understand why a new system makes daily work easier.