Redbird AI syncs your data transformation layer with your ERP system automatically. Stop manually extracting Dynamics 365 data for warehouse modeling, rebuilding metrics when business definitions change, or chasing down schema updates across your analytics stack.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When chart of accounts, cost centers, or financial dimensions update in Dynamics 365, automatically trigger targeted dbt model refreshes. Keep your finance transformation layer synchronized with ERP schema changes without manual orchestration.
After dbt models calculate customer health scores, lifetime value, or churn risk, write those metrics directly into Dynamics 365 account and opportunity fields. Give sales and service teams warehouse-quality analytics inside their CRM workflow.
When new entities or fields are added to Dynamics 365, automatically generate corresponding dbt source definitions with column descriptions and data types. Eliminate manual YAML authoring and keep documentation in sync with ERP changes.
Monitor dbt models tracking inventory turnover, supplier performance, or fulfillment SLAs. When metrics cross defined thresholds, create tasks in Dynamics 365 for supply chain managers with full context and recommended actions.
When product hierarchies, pricing structures, or SKU attributes change in Dynamics 365, automatically trigger incremental refreshes of dbt product dimension models. Keep analytics aligned with current catalog structure without daily full refreshes.
When dbt data quality tests fail on finance or operations models, automatically log issues as Dynamics 365 cases with test details, affected records, and assigned to data stewards. Create audit trail for data governance and resolution tracking.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize dbt 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 AI understands both dbt's transformation layer semantics and Dynamics 365's complex entity relationships, so you can orchestrate analytics workflows that stay synchronized with your ERP operations.
Redbird maps Dynamics 365 entities like GeneralJournalAccountEntry, SalesOrderLine, and InventoryTransaction to your dbt models without custom parsing. It reads dbt model lineage graphs, understands incremental materialization strategies, and knows which models depend on which Dynamics 365 data domains. When you connect both systems, Redbird interprets Power Query schemas, dbt manifest files, and ERP dimensional structures to route the right data through the right transformations automatically.
faster than building dbt orchestration hooks and Dynamics 365 API extractors separately
Redbird can pull from dbt 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 dbt 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 dbt into Dynamics 365, or from Dynamics 365 back into dbt. 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 dbt model runs or Dynamics 365 business events and take action in either system instantly.
Trigger when any dbt model finishes running, whether successful or failed.
Trigger when data quality tests on specific models or sources fail validation.
Trigger when source data freshness falls outside acceptable thresholds.
Execute specific dbt models or tags programmatically from external events.
Modify model descriptions, tags, or configuration in dbt project files.
Generate new source YAML entries with schema and column documentation.
Trigger when new records are added to any entity like accounts, sales orders, or inventory journals.
Trigger when chart of accounts, cost centers, or financial dimension structures are modified.
Trigger when product hierarchies, pricing, or SKU attributes change in the master catalog.
Write calculated metrics or scores back to CRM records for sales and service teams.
Generate new work items for operations, service, or data quality teams with full context.
Add analytics insights or data quality alerts to entity activity feeds for audit trails.
Sync dbt and Dynamics 365 in minutes. Let Redbird AI handle the schema mapping, orchestration logic, and data synchronization so your analytics engineering and ERP teams can stay aligned without manual integration work.