Automate the flow of actuals, forecasts, and planning data between your ERP and connected planning platform. Stop manually exporting financial data from Dynamics 365 into Anaplan models, or reconciling plan-vs-actual reports across disconnected systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull GL actuals, revenue, and expense data from Dynamics 365 Finance into your Anaplan financial models on schedule. Keep your planning teams working with current data without manual exports or CSV uploads.
When finance locks annual or quarterly budgets in Anaplan, automatically create or update budget records in Dynamics 365 Finance. Ensure your ERP reflects the approved plan for variance reporting and spend control.
Keep sales capacity and revenue planning models current by syncing won opportunities, deal values, and close dates from Dynamics 365 Sales into Anaplan. Enable real-time forecast adjustments based on actual pipeline performance.
Feed actual inventory levels, production data, and fulfillment metrics from Dynamics 365 Supply Chain Management into your Anaplan demand planning models. Support scenario modeling with real operational data instead of stale snapshots.
Monitor variances between plan and actuals across departments or cost centers. Automatically notify FP&A teams in Slack or email when spending or revenue in Dynamics 365 exceeds tolerance levels defined in Anaplan models.
Push sales territory mappings, quota allocations, and capacity plans from Anaplan into Dynamics 365 account and contact records. Give sales teams visibility into planning assumptions directly in their CRM workflows.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Dynamics 365 with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Anaplan's multidimensional model structures and Dynamics 365's finance, sales, and supply chain schemas—so your planning and operational data stay in sync without custom code.
Redbird maps Anaplan dimensions, line items, and versions to Dynamics 365 entities like GL accounts, budget entries, opportunities, and inventory transactions. It handles currency conversion, fiscal calendar alignment, and hierarchical dimension matching automatically. Whether you're syncing actuals from Dynamics 365 Finance into driver-based models or pushing approved budgets back to your ERP, Redbird understands the structure of both systems and keeps data consistent across planning cycles.
faster actuals-to-plan reconciliation than manual CSV exports and Anaplan imports
Redbird can pull from Anaplan and Dynamics 365 simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Dynamics 365.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Dynamics 365, or from Dynamics 365 back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any planning update in Anaplan or financial transaction in Dynamics 365, and take action in either system instantly.
Fires when a new version or scenario is published in an Anaplan model workspace.
Triggers when a budget or plan passes through approval stages and is marked final.
Detects changes to specific line items or dimensions in sales, supply chain, or financial models.
Write financial, sales, or operational actuals into specific Anaplan modules and line items.
Add or modify cost centers, products, territories, or other dimension lists in Anaplan.
Trigger Anaplan processes, imports, or calculation scripts from external events.
Fires when new general ledger transactions are posted in Dynamics 365 Finance.
Triggers when an opportunity in Dynamics 365 Sales reaches closed-won status.
Detects when stock levels for products fall below or exceed defined limits in Supply Chain Management.
Write approved budget line items into Dynamics 365 Finance for variance tracking.
Enrich CRM records with territory assignments, quotas, or planning assumptions from Anaplan.
Create GL adjustments or accruals in Dynamics 365 based on planning model outputs.
See how Redbird syncs Anaplan and Dynamics 365 in minutes—no APIs, no custom scripts, just AI that understands your planning and ERP data.