Connect Dynamics 365 and
Snowflake with AI

Redbird AI syncs your Dynamics 365 operations, finance, and CRM data directly into Snowflake—no CSV exports, no custom ETL scripts, no manual reconciliation. Your enterprise data flows continuously into your cloud data warehouse, ready for analytics.

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 Dynamics 365 financial transactions to Snowflake for centralized reporting

Automatically replicate general ledger entries, invoice records, and payment transactions from Dynamics 365 Finance into Snowflake tables. Keep your analytical layer current without nightly batch jobs or finance team exports.

Stream Dynamics 365 sales pipeline data for real-time forecasting models

Push opportunity updates, quote changes, and deal progression from Dynamics 365 Sales into Snowflake as they happen. Power predictive analytics and revenue forecasting on live pipeline data instead of stale snapshots.

Replicate Dynamics 365 supply chain data for inventory analytics dashboards

Move purchase orders, inventory levels, and warehouse transactions from Dynamics 365 Supply Chain Management into Snowflake schemas. Enable supply chain analysts to query operational data without hitting production systems.

Enrich Dynamics 365 customer records with Snowflake unified data profiles

Pull consolidated customer attributes, behavioral scores, and segmentation data from Snowflake back into Dynamics 365 contact and account records. Give sales and service teams complete customer context from your data warehouse.

Archive historical Dynamics 365 transactions to Snowflake for compliance retention

Automatically migrate aged orders, closed cases, and completed service records from Dynamics 365 into Snowflake long-term storage. Maintain compliance archives while keeping production databases lean and performant.

Alert finance teams when Snowflake detects Dynamics 365 data anomalies

Monitor replicated Dynamics 365 financial data in Snowflake for unusual patterns, missing transactions, or reconciliation gaps. Trigger notifications to finance operations when analytical checks identify issues requiring investigation.

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 Snowflake 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 relationships and Snowflake's schema structures, automatically mapping ERP data models to optimized warehouse tables.

AI that speaks Dynamics 365 entities and Snowflake schemas

Redbird's AI natively understands Dynamics 365 table structures—from Finance dimensions and ledger hierarchies to Sales opportunity stages and Supply Chain inventory locations. It automatically maps these complex entity relationships into normalized Snowflake schemas, handling lookup tables, multi-currency fields, and hierarchical dimensions. No need to manually define every column mapping or write transformation logic for Dynamics-specific data types.

Dynamics 365 entity mappings
Financial dimension handling
Incremental replication logic
Snowflake schema optimization
10×

faster than building custom Dynamics 365 to Snowflake ETL pipelines

No Azure Data Factory workflows, SSIS packages, or middleware servers required

Auto-generated reports

Redbird can pull from Dynamics 365 and Snowflake 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 Snowflake.

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 Snowflake, or from Snowflake 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 Dynamics 365 transaction or Snowflake query result—Redbird handles the authentication, API calls, and data transformation.

Dynamics 365
Triggers & Actions
Trigger

New or updated sales order created

Fires when an order is entered or modified in Dynamics 365 Sales or Supply Chain.

Trigger

Financial period closed in General Ledger

Triggers when month-end or year-end close process completes in Dynamics 365 Finance.

Trigger

Customer service case status changed

Activates when case records move between stages in Dynamics 365 Customer Service.

Action

Update account record with enriched attributes

Write calculated fields, scores, or segmentation data back into Dynamics 365 account entities.

Action

Create contact or lead from data warehouse

Insert new prospect records into Dynamics 365 Sales based on Snowflake analysis.

Action

Post journal entry to General Ledger

Programmatically create financial transactions in Dynamics 365 Finance from warehouse data.

Snowflake
Triggers & Actions
Trigger

Query result threshold exceeded

Fires when a scheduled Snowflake analytical query returns values beyond defined limits.

Trigger

New rows inserted in target table

Activates when data lands in specific Snowflake tables from other pipeline processes.

Trigger

Data quality check fails validation

Triggers when Snowflake data profiling identifies completeness or accuracy issues.

Action

Execute SQL query and return results

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

Action

Load data into Snowflake table

Insert or upsert records from Dynamics 365 into specified Snowflake schemas and tables.

Action

Create or update Snowflake view

Dynamically modify view definitions to reflect changing Dynamics 365 entity structures.

Dynamics 365
+
Snowflake

Ready to connect your stack?

Stop exporting Dynamics 365 data manually and start syncing your ERP, CRM, and supply chain data directly into Snowflake. Redbird builds the pipeline in minutes, not months.

Get started → Book a demo