Connect Dynamics 365 and
PostHog with AI

Sync Dynamics 365 customer, account, and transaction data into PostHog to enrich product analytics with business context. Stop manually exporting CSVs, writing custom scripts, or running SQL joins to understand which customers are actually using your product—and how usage correlates with revenue.

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.

Enrich PostHog product events with Dynamics 365 account and revenue data

Automatically append account tier, industry, ARR, contract status, and customer segment from Dynamics 365 to every PostHog event. Analyze feature adoption by customer value, identify at-risk accounts based on usage drops, and prioritize roadmap decisions based on revenue impact—not just user counts.

Create Dynamics 365 opportunities when PostHog identifies high-intent usage patterns

Detect product qualified leads in PostHog based on specific feature usage, trial conversion milestones, or collaboration activity. Automatically create sales opportunities in Dynamics 365 with context on which features were explored, session recordings, and engagement scores—giving sales teams warm handoffs with behavioral data.

Sync customer health scores from PostHog to Dynamics 365 account records

Calculate product engagement health scores in PostHog based on login frequency, feature adoption, and session depth. Push these scores to Dynamics 365 customer accounts daily, enabling CSMs to prioritize outreach, trigger renewal workflows, and surface churn risk directly in their CRM workflow.

Alert account teams when high-value customers trigger low-engagement flags in PostHog

Monitor PostHog for declining session frequency, feature abandonment, or error spikes among enterprise accounts. Cross-reference with Dynamics 365 contract renewal dates and ARR thresholds, then notify account owners in Teams or email when intervention is needed—before churn conversations start.

Report on product-led revenue attribution by syncing conversion events to Dynamics 365

Track which in-app actions and feature trials lead to closed deals by syncing PostHog conversion events into Dynamics 365 opportunity timelines. Build executive dashboards that connect product usage metrics to pipeline, win rates, and deal velocity—proving product-led growth ROI with ERP-grade reporting.

Segment PostHog analytics by Dynamics 365 customer lifecycle stage and region

Push customer lifecycle stage, geographic region, vertical, and partner channel data from Dynamics 365 into PostHog as user properties. Slice cohort analysis, feature adoption funnels, and A/B test results by business segments that matter—understand how enterprise customers use your product differently than SMBs.

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 PostHog 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 AI understands both Dynamics 365's entity relationships and PostHog's event schemas, handling the complex mapping between ERP customer hierarchies and behavioral analytics without custom code.

AI that reads Dynamics 365 entities and PostHog event properties

Redbird maps Dynamics 365 accounts, contacts, opportunities, and custom entities to PostHog users, groups, and event metadata automatically. It handles parent-child account hierarchies, multi-currency transaction fields, and custom Dynamics tables—then structures them as PostHog properties for segmentation and analysis. When schemas change in either system, Redbird adapts mappings without breaking your workflows or requiring developer intervention.

Account hierarchy mapping
Event property enrichment
Custom entity sync
Multi-currency normalization
10×

faster than building Dynamics 365 to PostHog ETL pipelines with Azure Functions

No Data Factory workflows, custom API clients, or manual field mapping required

Auto-generated reports

Redbird can pull from Dynamics 365 and PostHog 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 PostHog.

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 PostHog, or from PostHog 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 automations from any customer event in Dynamics 365 or product behavior in PostHog—Redbird handles the rest.

Dynamics 365
Triggers & Actions
Trigger

New account created

Fires when a new account is added to Dynamics 365, enabling immediate PostHog user group creation.

Trigger

Opportunity stage changed

Triggers when a sales opportunity moves between pipeline stages, useful for correlating with product engagement.

Trigger

Customer contract renewed

Activates when a contract renewal is logged, allowing you to tag retained users in PostHog analytics.

Action

Update account custom fields

Write product health scores, engagement metrics, or feature adoption flags back to Dynamics 365 account records.

Action

Create new opportunity

Generate sales opportunities from product-qualified leads detected in PostHog with usage context attached.

Action

Add note to customer timeline

Log product milestones, feature launches, or engagement events as timeline activities in Dynamics 365.

PostHog
Triggers & Actions
Trigger

User completed key action

Fires when a tracked event like trial signup, feature activation, or integration setup occurs in your product.

Trigger

Cohort membership changed

Triggers when a user enters or exits a defined cohort, such as power users or at-risk segments.

Trigger

Session recording flagged

Activates when PostHog detects rage clicks, error events, or manually flagged sessions requiring review.

Action

Create user with properties

Add new users to PostHog with enriched context from Dynamics 365 like account tier, industry, and ARR.

Action

Update group properties

Sync account-level data from Dynamics 365 to PostHog groups for cohort analysis and feature flag targeting.

Action

Track custom event

Send Dynamics 365 business events like contract signing or upsell closed as custom events in PostHog timelines.

Dynamics 365
+
PostHog

Ready to connect your stack?

See how Redbird AI syncs Dynamics 365 and PostHog in minutes—no engineers, no ETL pipelines, no maintenance. Just intelligent automation that understands both systems and keeps your product analytics enriched with real business context.

Get started → Book a demo