Sync your ERP data to Google Sheets automatically. Stop manually exporting sales pipelines, financial reports, and inventory data. Redbird AI keeps your spreadsheets updated in real time so your teams always work with current Dynamics 365 data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull opportunity records, deal stages, and revenue forecasts from Dynamics 365 Sales into a Google Sheet. Your revenue team gets real-time visibility without logging into the CRM. Update formatting, add calculations, and share with stakeholders who need spreadsheet access.
Push GL balances, account summaries, and period-end data from Dynamics 365 Finance to Google Sheets each month. Finance teams can collaborate on variance analysis, add commentary, and prepare board reports in a familiar environment while maintaining the ERP as the source of truth.
When suppliers update stock availability or lead times in a shared Google Sheet, automatically sync those changes back to item records in Dynamics 365 Supply Chain. Eliminates double-entry and keeps procurement data current without manual imports.
Capture lead information from Google Forms into a Google Sheet, then automatically create or update account and contact records in Dynamics 365. Route new entries based on region, deal size, or other criteria directly into the right sales workflows.
Extract open sales orders, backorders, and fulfillment status from Dynamics 365 every morning into a Google Sheet. Operations managers get a collaborative workspace to assign priorities, add notes, and coordinate with warehouse teams without ERP access.
Compare invoice line items in Dynamics 365 against quote amounts tracked in Google Sheets. When discrepancies exceed a threshold, flag the invoice and notify the approver. Prevents billing errors and maintains pricing discipline across complex deals.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Google Sheets 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 Dynamics 365's entity relationships and Google Sheets' flexible data structures, so you can move data intelligently between your ERP and collaborative spreadsheets.
Redbird maps Dynamics 365 accounts, contacts, opportunities, orders, and financial entities to the exact columns and formats your team needs in Google Sheets. It handles lookup fields, option sets, currency formatting, and date conversions automatically. When your Dynamics schema changes or you restructure a Sheet, Redbird adapts without breaking your workflows. No need to manually configure field mappings or write transformation scripts.
faster than exporting Dynamics data to CSV and reformatting in Sheets
Redbird can pull from Dynamics 365 and Google Sheets 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 Dynamics 365 or Google Sheets.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Google Sheets, or from Google Sheets back into Dynamics 365. 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 event in Dynamics 365 or Google Sheets, and update either system with intelligent actions.
Fire when a sales opportunity moves to a new stage like Proposal, Negotiation, or Closed Won.
Trigger when an invoice is created or posted in Dynamics 365 Finance.
Fire when on-hand inventory for an item drops below the reorder point.
Add a new customer account or update existing account fields in Dynamics 365.
Modify revenue estimates, close dates, or probability on sales opportunities.
Create inventory adjustments or update item availability in Supply Chain Management.
Fire when a new row is appended to a Google Sheet, such as from a form submission or manual entry.
Trigger when a specific cell or column value changes in a tracked range.
Fire when any change is made to a monitored Google Sheet by a collaborator.
Add new rows to a Google Sheet with data from Dynamics 365 records.
Modify existing Sheet values based on Dynamics 365 data changes.
Generate a new Google Sheet for monthly reports or period-end analysis using a predefined template.
Stop manually exporting Dynamics 365 data into spreadsheets. Redbird AI syncs your ERP and Google Sheets automatically so your teams always work with current data.