Redbird AI syncs your Microsoft ERP and CRM data directly into Slack channels and workflows. Stop manually copying sales pipeline updates, inventory alerts, and financial summaries into team messages. Automate the flow of enterprise data to the teams that need it.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically post updates when opportunities exceed value thresholds, change stages, or approach close dates. Sales leaders get real-time visibility without logging into Dynamics. Keep revenue teams aligned on key deals.
Trigger alerts when stock falls below reorder points or exceeds maximum capacity. Operations teams respond faster to supply chain issues. Redbird monitors inventory tables and posts actionable notifications with SKU details.
Convert customer issues discussed in Slack into properly formatted service cases in Dynamics. Redbird extracts account details, issue descriptions, and priority from conversation context. No manual case entry required.
Automatically pull revenue, expenses, and cash flow data from Dynamics finance modules and format as digestible Slack messages. Executives get morning dashboards without waiting for analyst reports. Includes period-over-period comparisons and variance highlights.
When new enterprise accounts are created in Dynamics CRM, post details to sales team channels with account owner, territory, and revenue potential. Accelerate onboarding for new customer relationships. Include links back to Dynamics records.
Capture lead qualification insights discussed in Slack and write them back to corresponding Dynamics lead records. Redbird identifies which leads are being discussed and appends conversation summaries to CRM history. Keeps system of record current.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Slack 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 understands Dynamics 365's complex entity relationships across finance, sales, supply chain, and service modules—and how to surface that context in Slack where teams actually work.
Redbird connects to Dynamics 365 Common Data Service and reads your custom entities, relationships, and business units. It understands opportunity stages, account hierarchies, inventory transactions, and financial period structures. When pushing data to Slack, Redbird formats tables, currencies, and dates appropriately and includes relevant entity links. It can parse Slack messages to extract structured data for writing back to Dynamics custom fields.
faster than building custom Power Automate flows with Slack connector limitations
Redbird can pull from Dynamics 365 and Slack 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 Slack.
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 Slack, or from Slack 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 Dynamics 365 entity change or Slack message event, then take action in either system.
Fires when a sales opportunity moves to a new stage in the pipeline.
Triggers when a new customer account is created or key fields are modified.
Fires when product stock levels fall below configured reorder points.
Opens a new customer service case with specified account, priority, and description.
Modifies lead fields including status, qualification notes, and custom attributes.
Adds a timestamped note to the customer account activity history.
Fires when a new message is posted to a monitored Slack channel.
Triggers when a specific emoji reaction is added to a message.
Fires when a user runs a custom slash command in any channel or DM.
Posts a formatted message with blocks, text, and attachments to a specified channel.
Delivers a private message to a specific user or group of users.
Adds a threaded reply to an existing message, preserving conversation context.
Connect Dynamics 365 and Slack in minutes. Redbird handles the complexity of Microsoft's ERP schemas and Slack's messaging APIs so your team can focus on closing deals and serving customers.