Connect Dynamics 365 and
Redshift with AI

Automate the flow of ERP data from Dynamics 365 into Redshift for enterprise analytics. Stop manually exporting financials, sales, and operations data. Let Redbird handle schema mapping, incremental syncs, and data transformation across your Microsoft and AWS stack.

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.

Sync financial transactions and GL data to Redshift for historical analysis

Automatically replicate general ledger entries, journal transactions, and account balances from Dynamics 365 Finance into Redshift tables. Maintain a complete financial history with incremental updates that capture changes without full reloads. Enable multi-year trend analysis and regulatory reporting on consolidated warehouse data.

Stream sales orders and customer data for real-time revenue analytics

Capture new sales orders, quotes, and customer records from Dynamics 365 Sales as they're created and push them to Redshift. Build live revenue dashboards that combine CRM pipeline data with closed deals and fulfillment metrics. Track order-to-cash cycles across your entire customer lifecycle.

Archive supply chain and inventory snapshots for long-term operational intelligence

Extract daily inventory levels, purchase orders, and warehouse transactions from Dynamics 365 Supply Chain Management into Redshift. Store years of operational data for forecasting, supplier performance analysis, and inventory optimization. Query historical trends that exceed Dynamics 365's retention policies.

Enrich Dynamics 365 customer records with behavioral data from Redshift analytics

Push customer segments, lifetime value scores, and behavioral insights calculated in Redshift back into Dynamics 365. Update account and contact fields with analytics-driven attributes for targeted sales and marketing. Enable your CRM users to act on data warehouse intelligence without leaving Dynamics.

Automate consolidated reporting across Dynamics 365 entities and external data sources

Combine Dynamics 365 financials, operations, and sales data with external datasets already in Redshift. Schedule automated data loads that join ERP entities with web analytics, third-party sources, and other business systems. Build executive dashboards that span your entire data ecosystem.

Alert finance teams when Redshift queries detect anomalies in synced ERP data

Run automated analytics queries in Redshift to identify unusual patterns in financial transactions, invoice amounts, or account balances. Trigger notifications when thresholds are exceeded or data quality issues appear. Close the loop between warehouse analytics and operational processes in Dynamics 365.

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 Redshift 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 Dynamics 365's entity relationships and Redshift's columnar schema, so you can move complex ERP data without building custom pipelines.

AI that maps Dynamics 365 entities to Redshift tables automatically

Redbird reads your Dynamics 365 data model—accounts, opportunities, invoices, transactions, product catalogs—and intelligently maps them to optimized Redshift schemas. Our AI handles complex relationships like multi-currency transactions, nested product hierarchies, and custom entity extensions. We generate the right distribution keys, sort keys, and compression strategies for your ERP data patterns. No need to manually define column types or write transformation logic for Dynamics 365's Common Data Model.

Multi-entity relationship mapping
Currency and localization handling
Incremental change data capture
Custom field detection
10×

faster than building custom Dynamics 365 to Redshift ETL pipelines

No SSIS packages, AWS Glue jobs, or Python scripts to maintain

Auto-generated reports

Redbird can pull from Dynamics 365 and Redshift 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 Redshift.

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 Redshift, or from Redshift 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 event in Dynamics 365 or Redshift, and take action across both platforms.

Dynamics 365
Triggers & Actions
Trigger

New or updated sales order created

Fires when an order is placed, modified, or moves through fulfillment stages in Dynamics 365 Sales.

Trigger

Financial transaction posted to general ledger

Triggers when journal entries, invoices, or payments are posted in Dynamics 365 Finance.

Trigger

Inventory level falls below threshold

Activates when on-hand inventory quantities drop below reorder points in Supply Chain Management.

Action

Update account or contact record fields

Write data back to Dynamics 365 CRM entities based on warehouse analytics results.

Action

Create or update opportunity with enriched data

Add new sales opportunities or update existing pipeline records with insights from Redshift.

Action

Post custom entity records for reporting

Write calculated metrics or aggregated data into Dynamics 365 custom entities for in-app visibility.

Redshift
Triggers & Actions
Trigger

Query execution completes

Fires when a scheduled or on-demand analytical query finishes running in Redshift.

Trigger

Data load into table succeeds

Triggers when new data is successfully loaded into specified Redshift tables via COPY or INSERT.

Trigger

Table row count exceeds threshold

Activates when table growth reaches predefined limits, indicating data volume milestones.

Action

Execute SQL query and return results

Run analytical queries against Redshift tables and use results in downstream automation steps.

Action

Insert or upsert rows into table

Write new records or update existing rows in Redshift tables with data from Dynamics 365.

Action

Create or replace materialized view

Build optimized views of Dynamics 365 data for faster reporting and dashboard performance.

Dynamics 365
+
Redshift

Ready to connect your stack?

Stop building custom data pipelines between Dynamics 365 and Redshift. Redbird automates ERP-to-warehouse syncs with AI that understands both platforms.

Get started → Book a demo