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# CRM Lead Engineer

- **Company:** D.A. Davidson & Co.
- **Location:** Western United States, United States (Remote available)
- **Experience:** Expert
- **Salary:** $95,000.0 - $110,000.0
- **Contract:** Permanent contract
- **Skills:** Training Data, JavaScript (Programming Language), .NET Framework, Application Programming Interfaces (APIs), Agile Methodology, Microsoft Azure, C Sharp (Programming Language), Cloud Computing, Code Review, Cyber Security, Databases, Continuous Delivery, Continuous Integration, Data Cleansing, Data Governance, Data Security, DevOps, Microsoft Dynamics CRM, Web Servers, Key Management, Metadata, Meta-Data Management, Microsoft Dynamics, Microsoft Software, OAuth, Scrum Methodology, Systems Development Life Cycle, Role-Based Access Control, Power BI, DataOps, Information Technology Security Auditing, Software Deployment, Software Engineering, Technical Data Management Systems, Management of Software Versions, Data Processing, Scripting, Flexi (Photoshop Plugin), Model-Driven Development, Cloud Platform System, Data Classification, Microsoft Power Automate, Microsoft Fabric, Data Delivery, Api Design, Software Coding, Api Management, Powerapps
- **Published:** August 10, 2026
- **Apply:** https://www.careerbuilder.com/job-details/crm-lead-engineer-ks--c564b6a0-16c4-48c4-9dc1-af366e0357dc

## About the Role

* Commitment to maintain client confidentiality and data security
 * Communicate in a clear and service-oriented manner; use appropriate, professional language and grammar to effectively exchange ideas and information
 * 7 or more years of CRM deployment and engineering experience
 * Ability to proactively work with IT and clients; relate with others in a professional manner to accomplish work responsibilities and objectives
 * Ability to maintain regular, predictable attendance
 * Highly desirable to have experience in Microsoft Azure Cloud solutions, including possessing a solid understanding of Microsoft Dataverse, Power Apps (Model-driven Apps, Canvas Apps, Power Pages), Power BI, Power Automate, and Data Factory
 * Extensive domain-specific experience in the Financial Services industry
 * Experience designing and deploying MS CRM Sales Dynamics, * Strong background supporting MS Dynamics 365 Sales
 * Hands-on MS Dynamics 365 experience, this includes design, development, customization, implementation, integration, and administration of MS Dynamics 365 solutions.
 * Expert background in MS Dynamics 365 CRM Development using .NET/C#., plugins, JavaScript, workflows.
 * Experience in MS Dynamics 365 tools like Plugin Registration Tool, Configuration Migration Tool, XRM Toolbox.
 * Dynamics 365 CRM troubleshooting and root cause analysis.
 * Experience in writing Power Automate/Flows
 * Experience in using Power Platform Admin Center
 * Understanding ALM and solution layering
 * Familiarity with MS Co-Pilot Sales
 * Familiarity with Microsoft Fabric: pipelines, Lakehouse/Warehouse concepts, and Medalion architecture, and Data Factory
 * Familiarity with Azure DevOps: CI/CD pipelines
 * Familiarity with API Management (APIM): API design, security (OAuth/JWT), policies, and versioning
 * Familiarity with MDM concepts (golden record, survivorship, matching, data quality), Agile Programming Methodologies, Application Programming Interface (API), Best Practices, Business Analysis, Canvas, Capital Markets, Cloud Computing, Code Reviews, Coding Standards, Communication Skills, Continuous Deployment/Delivery, Continuous Integration, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Processing, Data Quality, Database Architecture, Defense Intelligence Agency (DIA), DevOps, Develop and Maintain Customers, Diversity, Documentation, Engineering, Enterprise Architecture, Financial Services, Fixed Income Investments, Identify Issues, Information/Data Security (InfoSec), Investment Services, JavaScript, Leadership, Manufacturing Data Management, Matching Gift Programs, Metadata, Metadata Identification, Microsoft .NET, Microsoft Business Solutions, Microsoft C# (C Sharp), Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Product Family, Microsoft Windows Azure, OAuth, Power BI, Process
Improvement, Product Management, Production Management, Project/Program Management, Root Cause Analysis, Sales, Sales Management, Scripting (Scripting Languages), Scrum Project Management and Software Development, Security Auditing, Service Delivery, Software Development, Software Development Lifecycle (SDLC), Software Engineering, Systems Administration/Management, Team Player, Technical Leadership, Technical Strategy, Technical Writing, Technology Analysis, Training Data Sets, Tuition Reimbursement, Web Client Plug-ins

## Description

We are looking for a Microsoft Dynamics 365 (CRM) Senior Software Engineer, experienced in designing and developing Microsoft-based business solutions in cloud environments using Dynamics 365 and Power Platform, to join our rapidly growing team. D.A. Davidson has several MS CRM Dynamics deployments. This CRM Lead Engineer will be a member of the Agile team that will principally focus on D.A. Davidson's MS CRM Dynamics deployment for 2 business units. As a member of this team, this position will be responsible for supporting, designing, and managing CRM deployments for Davidson Investment Advisors (DIA) and Davidson Fixed Income Capital Markets. Responsibilities will include troubleshooting, expanding and optimizing the existing deployments, and working with product management to maintain and manage work against a multiyear roadmap. This position will report to the Vice President, Systems & Applications Manager, who oversees engineering for all our MS CRM deployments. This individual
will work as part of a dedicated product team in conjunction with other software development teams, database architects, business analysts and end users., * Lead CRM Development: Architect, design, and implement CRM solutions using Microsoft Dynamics 365, specifically tailored for Sales and client management. Focus on developing and managing plugins, workflows, cloud flows, form scripting, and leveraging Dynamics CRM SDK.

 * Technical Leadership: Provide strategic technical leadership to product management and business leadership
 * Driving best practices in software development, with a focus on security, performance, scalability and maintenance.
 * Customization & Integration: Customize Dynamics CRM entities, develop and manage workflows, cloud flows, and plugins, and implement advanced form scripting. Research opportunities to Integrate CRM with other enterprise systems
 * Project Management: Collaborate with Enterprise Architects, Data Operations, and Infrastructure to define project scope, timelines, and deliverables
 * Technical Governance: Closely follow SDLC guidelines and governance, participate in code reviews and enforce coding standards, conduct reviews (technical and solution) and manage production deployments/releases.
 * Documentation: Maintain comprehensive technical documentation for all CRM customizations, configurations, and integrations.
 * Holistic awareness of processes supporting data preparation and data governance considerations such as metadata, dependencies, linage, tagging, and data classification; Understanding of meta-model and metadata management requirements
 * Security and governance experience: RBAC, least privilege, secrets management, PII handling, row level security, auditing, and compliance
 * When applicable coordinate, direct and oversee the work of third-party engineers through solution design reviews, code reviews and process reviews.
 * Identify, design, and implement internal process improvements like, automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability.
 * Research and analyze new technologies, methodologies and architectures for viability.
 * Work independently within a scrum delivery team, with oversight from domain and enterprise architects


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