Connect Dynamics 365 and
FullStory with AI

Sync customer and transaction data from Dynamics 365 into FullStory to analyze behavior in context. Stop manually exporting account lists, matching session data to revenue, or running fragmented reports across your CRM and analytics stack.

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.

Enrich FullStory sessions with Dynamics 365 customer tier and LTV data

Automatically sync account attributes, customer segments, and lifetime value from Dynamics 365 into FullStory user properties. Analyze session behavior by revenue tier, contract type, or customer health score without manual tagging.

Create Dynamics 365 cases from high-friction FullStory session events

Trigger customer service cases in Dynamics 365 when FullStory detects rage clicks, error events, or checkout abandonment. Route issues to the right team with session replay links and behavioral context automatically attached.

Sync FullStory conversion events back to Dynamics 365 opportunity records

Update Dynamics 365 opportunities with conversion milestones, trial engagement metrics, and product usage events captured in FullStory. Give sales teams visibility into prospect behavior without switching tools.

Segment FullStory analysis by Dynamics 365 sales pipeline stage

Push opportunity stage, deal size, and forecast category from Dynamics 365 into FullStory. Filter session replays and funnels by where prospects sit in your pipeline to identify friction by buyer journey phase.

Generate weekly UX friction reports grouped by Dynamics 365 customer segment

Automatically compile FullStory rage click, dead click, and error data organized by Dynamics 365 account segment, industry, or region. Deliver actionable UX insights to product teams with customer revenue context already included.

Update Dynamics 365 contact engagement scores from FullStory session activity

Sync page views, session duration, feature adoption events, and conversion milestones from FullStory into Dynamics 365 contact records. Power lead scoring and customer health models with real behavioral data from your digital properties.

Live in four steps

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

01

Connect your accounts

Authorize Dynamics 365 and FullStory 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's AI understands both Dynamics 365's customer and financial data structures and FullStory's event schemas, so you can connect behavior to business outcomes without custom development.

AI that speaks ERP and behavioral analytics

Redbird natively maps Dynamics 365 entities like accounts, contacts, opportunities, and cases to FullStory user properties and custom events. The platform understands how to join session data to CRM records, preserve data types across systems, and handle Dynamics 365's custom fields without manual schema mapping. Sync customer segments, contract values, and pipeline stages into FullStory, then route behavioral insights back to the right Dynamics 365 workflows.

Account & contact entity mapping
Custom field synchronization
Event-to-entity matching
Bi-directional data flow
10×

faster than building CSV exports and manual data merges between your CRM and analytics tools

No Power Automate flows, custom API scripts, or BI tool pivots required

Auto-generated reports

Redbird can pull from Dynamics 365 and FullStory 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 Dynamics 365 or FullStory.

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 Dynamics 365 into FullStory, or from FullStory back into Dynamics 365. 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 automations from any event in Dynamics 365 or FullStory and execute actions across both platforms.

Dynamics 365
Triggers & Actions
Trigger

New account created

Fires when a new account record is added to Dynamics 365 CRM.

Trigger

Opportunity stage changed

Triggers when a sales opportunity moves between pipeline stages.

Trigger

Customer service case opened

Fires when a new support case is created in Dynamics 365.

Action

Update contact record

Modify contact fields, custom attributes, or engagement scores in Dynamics 365.

Action

Create new case

Generate a customer service case with description, priority, and assigned owner.

Action

Add note to opportunity

Append timestamped notes or external links to Dynamics 365 opportunity records.

FullStory
Triggers & Actions
Trigger

Rage click detected

Fires when FullStory identifies repeated clicks on unresponsive page elements.

Trigger

Conversion event completed

Triggers when a user completes a tracked goal or funnel step.

Trigger

Error event recorded

Fires when FullStory captures JavaScript errors or failed network requests.

Action

Set user property

Add or update custom user attributes in FullStory for segmentation and filtering.

Action

Tag session

Apply labels to FullStory sessions for categorization and later retrieval.

Action

Create custom event

Log structured events in FullStory from external systems or business logic.

Dynamics 365
+
FullStory

Ready to connect your stack?

Stop manually bridging the gap between Dynamics 365 and FullStory. Redbird connects your ERP and behavioral analytics so customer context flows where teams need it.

Get started → Book a demo