Connect Dynamics 365 and
SPINS with AI

Sync SPINS retail scan data directly into Dynamics 365 to power financial planning, inventory decisions, and sales analytics. Stop manually exporting market share reports and reconciling CPG performance data across spreadsheets.

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 SPINS weekly retail sales data into Dynamics 365 revenue forecasts

Automatically pull SPINS point-of-sale data and update Dynamics 365 sales forecasts and financial projections. Match product SKUs to inventory records and update pipeline projections based on actual retail velocity. Eliminate weekly manual data exports and Excel reconciliation between market data and ERP.

Push Dynamics 365 product launches into SPINS performance tracking dashboards

When new products are created in Dynamics 365 inventory management, automatically set up corresponding SPINS tracking for retail distribution and velocity monitoring. Ensure every SKU launched in your ERP is immediately tracked across natural and specialty retail channels.

Generate executive reports combining Dynamics 365 financials and SPINS market share

Automatically build monthly executive dashboards that combine Dynamics 365 P&L data with SPINS category trends and competitive benchmarking. Match revenue by channel with SPINS retail performance to show true market share versus internal sales metrics. Deliver insights that bridge finance and market intelligence.

Alert sales teams when SPINS shows distribution gaps versus Dynamics 365 targets

Monitor SPINS retail coverage data against Dynamics 365 account targets and opportunity records. Automatically flag accounts where products are underperforming or missing distribution compared to sales pipeline expectations. Route alerts to the right territory owners in Dynamics 365.

Update Dynamics 365 demand planning with SPINS velocity and trend signals

Feed SPINS retail velocity, distribution trends, and category growth rates into Dynamics 365 supply chain planning and inventory forecasting. Adjust manufacturing schedules and procurement based on real-time retail sell-through. Close the loop between market demand signals and operations planning.

Reconcile Dynamics 365 customer shipments with SPINS retail scan outcomes

Compare what you shipped to retail accounts in Dynamics 365 with what SPINS shows actually sold through at store level. Identify inventory build-up, velocity mismatches, or distribution issues before they become returns or chargebacks. Automate monthly sell-in versus sell-through analysis.

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 SPINS 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 finance, inventory, and CRM schemas alongside SPINS retail scan hierarchies, category taxonomies, and market measurement structures.

AI that reads both ERP operations and CPG market data

Redbird automatically maps SPINS product UPCs and brand hierarchies to Dynamics 365 item masters, SKU records, and product families. It understands SPINS market, channel, and retailer dimensions and how they relate to Dynamics 365 customer accounts, sales territories, and revenue segments. The AI reconciles SPINS measurement periods with Dynamics 365 fiscal calendars and recognizes when retail velocity signals should trigger supply chain or forecast adjustments. No custom field mapping or manual schema translation required.

SPINS UPC to D365 item master matching
Retail channel to customer account mapping
Market share to revenue segment analysis
Velocity data to demand planning sync
10×

faster than building custom ETL between SPINS data feeds and Dynamics 365 APIs

No Azure Data Factory pipelines, Power Automate flows, or middleware integration layers to maintain

Auto-generated reports

Redbird can pull from Dynamics 365 and SPINS 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 SPINS.

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 SPINS, or from SPINS 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 SPINS — from new product creation to weekly market data refreshes.

Dynamics 365
Triggers & Actions
Trigger

New product created in item master

Trigger when a new SKU or product record is added to Dynamics 365 inventory management.

Trigger

Sales forecast updated

Trigger when revenue forecasts or demand plans change in Dynamics 365 finance modules.

Trigger

Customer account target set

Trigger when new sales targets or distribution goals are assigned to retail accounts in Dynamics 365 CRM.

Action

Update inventory forecast

Modify demand planning quantities or replenishment schedules in Dynamics 365 supply chain management.

Action

Create opportunity or alert

Generate new sales opportunities or task alerts for account managers in Dynamics 365 sales module.

Action

Post financial journal entry

Create adjusting entries or accruals in Dynamics 365 general ledger based on retail performance data.

SPINS
Triggers & Actions
Trigger

Weekly retail sales data refresh

Trigger when SPINS updates point-of-sale data for tracked products and categories.

Trigger

Market share change detected

Trigger when category rankings or competitive share metrics shift beyond defined thresholds in SPINS.

Trigger

New distribution point added

Trigger when SPINS shows a product gaining placement in new retail locations or chains.

Action

Query product performance metrics

Retrieve velocity, distribution depth, or trend data for specific UPCs or brands from SPINS datasets.

Action

Pull category benchmarking report

Extract competitive set analysis, category growth rates, or share of shelf data from SPINS market insights.

Action

Fetch retailer-level scan data

Get store-level or chain-level sales and distribution details for reconciliation with shipment records.

Dynamics 365
+
SPINS

Ready to connect your stack?

See how Redbird syncs Dynamics 365 and SPINS to give your finance, supply chain, and sales teams a unified view of CPG performance from production to retail shelf.

Get started → Book a demo