Connect Amazon S3 and
Dynamics 365 with AI

Stop manually downloading CSV exports from S3 to update Dynamics 365 records. Stop exporting ERP data to spreadsheets for analysis. Redbird AI syncs your cloud data lake with your ERP automatically — no custom integrations, no middleware complexity.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Import daily sales and inventory files from S3 into Dynamics 365 Operations

Automatically process CSV and JSON files landing in S3 buckets and update inventory levels, purchase orders, and sales transactions in Dynamics 365. Redbird maps file columns to ERP fields and handles deduplication and validation.

Export Dynamics 365 financial close data to S3 for data lake archival

Push monthly general ledger snapshots, AP/AR aging reports, and consolidated financial statements from Dynamics 365 Finance to structured S3 paths. Maintain immutable financial records for compliance and multi-year analytics.

Enrich customer accounts in Dynamics 365 with third-party data from S3

When enrichment vendors drop firmographic data, credit scores, or intent signals into S3, automatically match and append those attributes to the corresponding accounts and contacts in your Dynamics 365 CRM. Redbird handles fuzzy matching and conflict resolution.

Sync customer service case attachments from Dynamics 365 to S3 for long-term storage

Automatically offload documents, screenshots, and email attachments from resolved service cases to cost-effective S3 storage. Keep Dynamics 365 lean while maintaining full audit trails and searchable document archives.

Load supply chain vendor master data from S3 exports into Dynamics 365 SCM

Process vendor onboarding files, part catalogs, and pricing sheets dropped in S3 by procurement teams or third-party systems. Redbird validates data quality, checks for duplicates, and creates or updates vendor and product records in Dynamics 365 Supply Chain Management.

Generate executive dashboards by combining Dynamics 365 ERP data with S3 data lake sources

Pull consolidated sales, finance, and operations metrics from Dynamics 365 and join them with marketing spend, logistics data, and external benchmarks stored in S3. Redbird produces analysis-ready datasets without manual SQL or Power BI wrangling.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Amazon S3 and Dynamics 365 with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both the unstructured file formats living in your S3 buckets and the complex entity relationships within Dynamics 365's Finance, Sales, and Supply Chain modules.

AI that speaks S3 paths and Dynamics 365 data entities

Redbird automatically detects file schemas in your S3 buckets — whether CSV, JSON, Parquet, or nested folder structures — and maps them to Dynamics 365 entities like Accounts, SalesOrders, GeneralJournalEntries, and InventTransactions. It handles Microsoft's OData APIs, navigates entity relationships, and respects field-level security. No need to manually write data transformation logic or maintain custom connectors when file formats or ERP schemas evolve.

S3 bucket monitoring & file parsing
Dynamics 365 entity relationship mapping
OData API integration
Schema drift detection
10×

faster than building custom Lambda functions and Dynamics 365 plugin assemblies

No AWS Glue jobs, no Azure Data Factory pipelines, no custom C# extensions

Auto-generated reports

Redbird can pull from Amazon S3 and Dynamics 365 simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Amazon S3 or Dynamics 365.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Amazon S3 into Dynamics 365, or from Dynamics 365 back into Amazon S3. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automation from any S3 file event or Dynamics 365 record change — Redbird handles the rest.

Amazon S3
Triggers & Actions
Trigger

New file uploaded to S3 bucket

Trigger workflows when CSV, JSON, or other data files land in specific S3 paths or match naming patterns.

Trigger

File modified in S3 prefix

Detect when existing objects are updated or overwritten in designated S3 folders.

Trigger

Daily file delivery window completed

Schedule triggers based on expected batch arrival times for nightly ETL outputs or vendor data drops.

Action

Read and parse S3 object content

Extract data from CSV, JSON, Parquet, or Excel files with automatic schema detection.

Action

Write structured data to S3 path

Generate and upload formatted files to specific S3 buckets with dynamic naming and partitioning.

Action

Move or archive S3 objects

Relocate processed files to archive folders or transition objects to Glacier storage classes.

Dynamics 365
Triggers & Actions
Trigger

New account created in Dynamics 365 CRM

Trigger when sales or service teams add new customer or vendor accounts to the system.

Trigger

Sales order status changed

Detect when orders move through fulfillment stages — from quote to invoice to shipped.

Trigger

General journal posted in Dynamics 365 Finance

React to completed financial transactions for real-time reporting or external system updates.

Action

Create or update Dynamics 365 records

Upsert accounts, contacts, products, inventory transactions, or custom entities with validation.

Action

Query Dynamics 365 data with filters

Pull ERP records using OData queries with joins across related entities and field filters.

Action

Execute Dynamics 365 business actions

Trigger native ERP operations like posting journals, converting quotes, or closing service cases.

Amazon S3
+
Dynamics 365

Ready to connect your stack?

See how Redbird AI syncs Amazon S3 and Dynamics 365 in minutes. Connect your data lake to your ERP without writing custom code or managing brittle integrations.

Get started → Book a demo