Sync Dynamics 365 transactional data to MongoDB's flexible document store without writing custom integrations. Stop manually exporting customer records, sales orders, and inventory snapshots to CSVs. Redbird AI automates the flow between your ERP and operational database.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture finalized Dynamics 365 sales orders with all line items, pricing, and customer details as nested MongoDB documents. Maintain a queryable archive of transactional history outside your ERP for analytics and compliance. Preserve the full relational structure in a single document per order.
Keep a real-time copy of Dynamics 365 customer accounts in MongoDB to power customer portals and mobile apps. Redbird captures account updates, contact hierarchies, and custom fields as they change in your CRM. Applications query MongoDB instead of hitting Dynamics 365 APIs directly.
Capture every inventory transaction from Dynamics 365 supply chain as timestamped MongoDB documents. Build a detailed event log of stock movements, adjustments, and transfers with full warehouse and product context. Support high-throughput analytics and inventory forecasting models without impacting ERP performance.
Pull user behavior events, feature usage patterns, and engagement scores stored in MongoDB back into Dynamics 365 lead and opportunity records. Sales teams see which products prospects interacted with and how frequently. Redbird maps document-based event streams to structured CRM fields automatically.
Monitor MongoDB collections for critical application errors or customer-reported issues and automatically generate service cases in Dynamics 365. Include full error context, user session data, and timestamps from the document payload. Route cases to the right support team based on error type.
Keep MongoDB product collections in sync with Dynamics 365 item master data including descriptions, pricing tiers, attributes, and images. E-commerce and mobile apps query the flexible MongoDB schema for fast product lookups. Redbird handles complex product hierarchies and variant structures automatically.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and MongoDB 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 relational ERP schema and MongoDB's flexible document model, automatically mapping structured tables to nested collections.
Redbird's AI interprets Dynamics 365 entity relationships — sales orders with line items, accounts with contacts, inventory transactions with product details — and structures them as nested MongoDB documents. It recognizes when to denormalize related records into a single document versus maintaining references. The AI handles schema evolution as you add custom fields to Dynamics 365, automatically updating MongoDB collection structures without breaking existing queries.
faster than building custom API connectors between Dynamics 365 OData and MongoDB drivers
Redbird can pull from Dynamics 365 and MongoDB 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 MongoDB.
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 MongoDB, or from MongoDB 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 workflows from any Dynamics 365 business event or MongoDB collection change.
Fires when a sales order is confirmed and submitted in Dynamics 365.
Triggers when account details, contacts, or custom fields change in the CRM module.
Activates when stock movements, adjustments, or transfers are recorded in supply chain.
Generate a new customer service case with details, priority, and routing information.
Modify sales opportunity status, stage, or probability based on external data.
Create or link a contact record to an existing customer account with role and details.
Fires when a new document is added to a specified MongoDB collection.
Triggers when a specific field within documents matching criteria is modified.
Activates when an aggregated metric crosses a defined threshold in real-time queries.
Create a new document with nested fields and arrays in a target collection.
Modify specific fields in existing documents matching query criteria.
Move or copy documents to a time-series optimized collection for historical data.
Stop building custom middleware between Dynamics 365 and MongoDB. Redbird AI connects your ERP and document database in minutes, not months.