Sync Circana market data, POS metrics, and competitive intelligence directly into Dynamics 365. Stop manually exporting retail performance data, reconciling market share reports in spreadsheets, and rebuilding forecasts when new panel data arrives.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull Circana point-of-sale, category share, and velocity metrics every week and post them to Dynamics 365 general ledger dimensions and custom entities. Redbird maps product hierarchies, reconciles UPCs to item masters, and updates actuals without manual intervention.
Trigger Dynamics 365 supply chain forecast revisions whenever new Circana consumer panel or trend data arrives. Redbird calculates variance from prior period, flags significant shifts, and writes adjusted forecast quantities to planning tables.
When sales reps view accounts or opportunities in Dynamics 365, automatically append relevant Circana category share, brand performance, and retail velocity data. Redbird matches accounts to retailers and geographies, then surfaces the right market metrics inline.
Compare Dynamics 365 revenue and shipment actuals against Circana retail sell-through and POS velocity. Redbird identifies discrepancies by channel and region, then posts alerts to Teams or creates tasks for revenue ops to investigate.
When new SKUs are activated or price lists updated in Dynamics 365, send product master data and pricing to Circana for inclusion in competitive tracking and promotional analysis. Redbird structures outbound feeds to match Circana's item taxonomy and attribute schema.
Build recurring performance reports that blend Circana category trends, share position, and promo lift with Dynamics 365 actuals, margin, and customer mix. Redbird joins datasets on product hierarchy and time period, then outputs dashboards or distributes PDFs to leadership.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Circana 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 Circana's POS feeds, panel schemas, and category hierarchies alongside Dynamics 365's ERP data models, so you can automate retail analytics workflows without custom ETL.
Redbird's AI interprets Circana's product hierarchies, UPC mappings, time-series POS extracts, and panel attributes, then maps them to Dynamics 365 item masters, GL account structures, and custom entities. It handles date formats, unit conversions, and geography/channel taxonomy mismatches automatically. When Circana refreshes data or Dynamics 365 tables evolve, Redbird adapts without breaking your workflows.
faster than building custom integrations between Circana extracts and Dynamics 365
Redbird can pull from Circana 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 Circana 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 Circana into Dynamics 365, or from Dynamics 365 back into Circana. 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 from any event in Circana or Dynamics 365 and automate what happens next across your stack.
Fires when Circana publishes updated point-of-sale or syndicated data for your categories.
Triggers when your brand or competitor share moves beyond a defined threshold in Circana reporting.
Detects when new consumer panel or household purchase data is released by Circana.
Pull specific category, brand, or SKU performance metrics from Circana for analysis or reporting.
Retrieve market share, pricing, and promotional activity for defined competitive product sets.
Extract lift, incrementality, and ROI data from Circana promotional tracking studies.
Fires when a SKU or product is added to the Dynamics 365 product catalog.
Triggers when a customer order is confirmed and posted in Dynamics 365 Sales or Supply Chain.
Detects when a fiscal period is closed and actuals are locked in Dynamics 365 Finance.
Write revised demand forecast values to Dynamics 365 planning tables based on external data.
Post structured data to Dynamics 365 custom tables for market insights, competitive tracking, or analytics.
Add market context, competitive intelligence, or retail performance notes to CRM records in Dynamics 365.
Sync Circana retail data with Dynamics 365 and eliminate the manual work between market insights and ERP. Set up your first workflow in minutes.