Sync your ERP data directly into Looker's semantic layer without manual exports or warehouse pipelines. Redbird AI automates the flow from Dynamics 365 financials, operations, and CRM into governed metrics and live dashboards—no data engineering required.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Push general ledger, accounts receivable, and budget actuals from Dynamics 365 directly into Looker's data warehouse and update LookML definitions. Finance teams get real-time P&L and cash flow dashboards without waiting on data engineering sprints.
Automatically sync CRM entities—opportunities, quotes, accounts—from Dynamics 365 Sales into Looker for pipeline forecasting and win rate analysis. Sales ops can build self-serve reports on deal velocity without exporting CSVs.
Trigger stock adjustments or create work orders in Dynamics 365 when Looker dashboards flag inventory discrepancies or reorder thresholds. Operations teams close the loop between analytics and action in your ERP.
Write aggregated usage metrics, product adoption scores, or churn signals from Looker back into Dynamics 365 account and contact fields. Customer success and sales reps see analytics-driven context directly in the CRM.
Push trial balance, variance analysis, and intercompany eliminations into Looker on a schedule aligned with your close calendar. CFOs and FP&A teams get governed executive dashboards refreshed automatically each period-end.
Monitor Looker metrics for budget overruns, margin compression, or revenue shortfalls, then create tasks or notifications in Dynamics 365 for the responsible cost center or account manager. Turn insights into workflow without Slack sprawl.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Looker 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 entity relationships and Looker's LookML schema—so your ERP data flows into governed analytics without transformation scripts.
Redbird maps Dynamics 365 entities like AccountingDistribution, SalesOrderLine, and InventoryOnHand to Looker dimensions, measures, and explores. It understands foreign key relationships in your CRM, supply chain, and finance modules, then writes them into LookML or your data warehouse schema. When your chart of accounts changes or new custom fields are added in Dynamics, Redbird detects the schema drift and updates downstream models—no manual reconciliation.
faster than building custom ETL from Dynamics 365 to your data warehouse and manually defining Looker models
Redbird can pull from Dynamics 365 and Looker 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 Looker.
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 Looker, or from Looker 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 Looker—from a posted invoice to a dashboard alert.
Fires when a new sales order is entered or an existing order is modified in Dynamics 365 Sales.
Triggers when an invoice is finalized and accounting distributions are posted in Dynamics 365 Finance.
Activates when stock is received, issued, or adjusted in Dynamics 365 Supply Chain Management.
Add a new customer or vendor account or modify existing account attributes in Dynamics 365.
Create and post a general ledger journal entry with specified account distributions and dimensions.
Generate a follow-up task for a user or initiate a field service work order in Dynamics 365.
Fires when a Looker scheduled report or dashboard email is sent to subscribers.
Triggers when a Looker alert detects that a metric crosses a defined threshold or anomaly rule.
Activates when a user executes a specific saved explore or ad-hoc query in Looker.
Modify field definitions, joins, or logic in your Looker model via LookML Git workflow.
Trigger a rebuild of a persistent derived table or aggregate to reflect updated source data.
Push a data-driven alert to Slack, email, or another channel based on Looker query results.
Stop exporting Dynamics 365 data to spreadsheets or waiting on data engineers to update Looker models. Redbird AI syncs your ERP and analytics layer in real time.