Connect Dynamics 365 and
PostgreSQL with AI

Redbird AI syncs your ERP data to PostgreSQL automatically—no more CSV exports, manual table updates, or brittle SSIS packages. Build the database workflows your team needs without writing ETL pipelines or waiting on IT.

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.

Replicate Dynamics 365 sales and finance data to PostgreSQL tables

Automatically sync accounts, opportunities, invoices, and transactions from Dynamics 365 to normalized PostgreSQL tables. Redbird maps CRM entities to your schema and keeps everything current. Perfect for teams building custom analytics or feeding downstream applications.

Update Dynamics 365 inventory levels from PostgreSQL production data

Push real-time inventory changes, product availability, and warehouse data from PostgreSQL back into Dynamics 365. Keep supply chain teams working with accurate stock levels without dual data entry. Redbird handles conflicts and validates against business rules.

Archive closed opportunities and historical transactions to PostgreSQL

Automatically move aging sales data, completed orders, and legacy customer records from Dynamics 365 to PostgreSQL for long-term storage. Maintain compliance and reporting access while keeping your ERP database lean. Redbird preserves relationships and metadata.

Enrich Dynamics 365 contacts with customer behavior data from PostgreSQL

Pull product usage analytics, support ticket history, and engagement scores from your PostgreSQL application database into Dynamics 365 contact records. Give sales and service teams complete customer context. Redbird matches records intelligently across systems.

Generate financial consolidation reports from Dynamics 365 in PostgreSQL

Extract general ledger entries, cost centers, and financial dimensions from Dynamics 365 and load them into PostgreSQL for custom reporting. Run complex SQL queries, join with operational data, and build dashboards your finance team actually needs. No more Power BI limitations.

Alert finance when PostgreSQL transaction volumes spike before batch posting

Monitor PostgreSQL tables tracking orders, shipments, or payments and trigger notifications in Dynamics 365 when thresholds are crossed. Let accounting teams prepare for high-volume posting windows. Redbird watches your database and routes alerts to the right workflow queues.

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 PostgreSQL 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 understands both Dynamics 365's entity structure and PostgreSQL's relational model, so your data flows seamlessly without rigid field mapping or custom code.

AI that speaks ERP schemas and SQL tables

Redbird maps Dynamics 365 entities—accounts, contacts, opportunities, invoices, products—to PostgreSQL tables automatically. It understands option sets, lookup relationships, and custom entities on the ERP side, plus foreign keys, indexes, and JSONB columns in Postgres. Whether you're replicating normalized CRM data or denormalizing for analytics, Redbird adapts to your schema. It handles incremental updates, detects schema changes, and validates data types so your database stays consistent.

Entity relationship mapping
Incremental sync with change tracking
Schema drift detection
Type coercion and validation
10×

faster than building SSIS packages or custom data pipelines for Dynamics 365

No SQL scripts to maintain, no integration middleware to configure, no data engineers needed for routine syncs

Auto-generated reports

Redbird can pull from Dynamics 365 and PostgreSQL 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 PostgreSQL.

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 PostgreSQL, or from PostgreSQL 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 workflows from any event in Dynamics 365 or changes in your PostgreSQL database—Redbird listens and responds across your entire stack.

Dynamics 365
Triggers & Actions
Trigger

New opportunity created

Fires when a sales opportunity is added in Dynamics 365, capturing account, value, and stage.

Trigger

Invoice posted

Triggers when an invoice status changes to posted, including line items and payment terms.

Trigger

Product inventory updated

Fires when stock levels change for any product across warehouses or locations.

Action

Create or update account record

Insert new customer accounts or update existing records with enriched data.

Action

Post journal entry

Create general ledger transactions with line items, dimensions, and posting rules.

Action

Update contact custom fields

Write data into custom entity attributes or standard contact properties.

PostgreSQL
Triggers & Actions
Trigger

New row inserted in table

Fires when records are added to specified PostgreSQL tables, capturing all column values.

Trigger

Row updated matching condition

Triggers when existing records change and meet filter criteria, like status or timestamp updates.

Trigger

Query result threshold crossed

Fires when a SQL query returns a count or aggregate value exceeding a defined threshold.

Action

Insert rows into table

Write new records to PostgreSQL with automatic type mapping and constraint validation.

Action

Update rows with upsert logic

Insert or update records based on unique keys, handling conflicts intelligently.

Action

Execute parameterized SQL query

Run custom SQL statements with dynamic parameters for complex data transformations.

Dynamics 365
+
PostgreSQL

Ready to connect your stack?

Stop exporting Dynamics 365 data manually or maintaining fragile integration pipelines. Redbird connects your ERP to PostgreSQL with AI-powered automation that just works.

Get started → Book a demo