Sync Dynamics 365 to Google Slides automatically—no more exporting CSVs, copying metrics into decks, or rebuilding executive reports by hand. Redbird AI keeps your presentations up to date with live ERP and CRM data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull actuals vs. budget from Dynamics 365 Finance and populate a Google Slides template each month. Charts, variance tables, and commentary sections update automatically, ready for board meetings and finance reviews.
Extract pipeline metrics, top deals, and forecast changes from Dynamics 365 Sales and generate a Google Slides briefing. Sales leaders get consistent, formatted updates without manual data pulls or chart rebuilds.
Sync stock levels, turnover rates, and supplier metrics from Dynamics 365 Supply Chain Management into Google Slides dashboards. Operations teams share live inventory insights with stakeholders in a familiar presentation format.
Push case volumes, resolution times, and CSAT scores from Dynamics 365 Customer Service into recurring Google Slides reports. Support leaders present up-to-date performance metrics without spreadsheet exports.
Combine financials, sales, operations, and service data from multiple Dynamics 365 modules into a comprehensive Google Slides QBR deck. Redbird AI structures and formats data across your entire ERP footprint automatically.
Extract work order completion rates, technician utilization, and SLA compliance from Dynamics 365 Field Service and update Google Slides dashboards. Field operations managers share visual performance updates with executives on demand.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Google Slides 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 Dynamics 365's complex ERP schema and Google Slides' presentation structure, mapping financial tables, CRM records, and operational data into formatted slides automatically.
Redbird AI navigates Dynamics 365's multi-module architecture—General Ledger accounts, Sales opportunities, Supply Chain inventory, Customer Service cases—and translates them into Google Slides charts, tables, and text. The AI understands which fields map to which slide elements, handles formatting and layout, and keeps presentations consistent across recurring reports. No custom scripts or fragile templates required.
faster than exporting Dynamics 365 reports to Excel and rebuilding slide decks manually
Redbird can pull from Dynamics 365 and Google Slides 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 Slides.
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 Slides, or from Google Slides 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 Slides—then take action across your entire stack.
Trigger workflows when a fiscal period is closed in Dynamics 365 Finance.
Detect when a sales opportunity moves to a new stage in Dynamics 365 Sales.
Monitor stock levels and trigger when inventory reaches reorder point in Supply Chain Management.
Pull general ledger balances, budget variance, and P&L data from Dynamics 365 Finance modules.
Extract opportunity values, win rates, and forecast data from Dynamics 365 Sales.
Pull case counts, resolution times, and satisfaction scores from Dynamics 365 Customer Service.
Trigger when a new Google Slides deck is created in a specific folder or from a template.
Detect when a collaborator adds a comment to a slide in Google Slides.
Monitor sharing permissions and trigger when presentation access is granted.
Refresh charts, tables, and text placeholders in Google Slides with new data.
Create a new presentation from a Google Slides template and populate with live data.
Swap out chart data in existing Google Slides presentations with updated values.
Stop rebuilding executive decks by hand. Connect Dynamics 365 and Google Slides with Redbird AI and turn ERP data into presentation-ready insights automatically.