Automate the flow of financial, operational, and customer data from Dynamics 365 into Tableau dashboards. Stop manually exporting CSVs, building brittle ETL pipelines, or waiting on IT to refresh your visualizations.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull general ledger data, budget vs. actuals, and P&L statements from Dynamics 365 Finance into Tableau. Update executive dashboards automatically each morning with reconciled financial data, eliminating manual exports and version control issues.
Stream inventory levels, purchase orders, and warehouse transfers from Dynamics 365 Supply Chain into Tableau. Create live dashboards showing stock-outs, reorder points, and supplier performance without waiting for nightly batch jobs.
Sync opportunity stages, deal values, win rates, and customer touchpoints to Tableau. Give revenue teams interactive dashboards that reflect current pipeline status and forecast accuracy without manual CRM exports.
Extract case volumes, resolution times, customer satisfaction scores, and agent productivity from Dynamics 365 Customer Service. Build regional dashboards that update hourly, enabling service leaders to spot trends and allocate resources proactively.
Monitor Tableau dashboards for inventory shortfalls, budget overruns, or service SLA breaches. Trigger automated alerts that create work orders or escalation cases in Dynamics 365, closing the loop between analytics and action.
Push aggregated insights, KPIs, and calculated fields from Tableau back into Dynamics 365 entities. Update customer records with lifetime value scores, product tables with velocity metrics, or supplier records with performance ratings derived from visual analytics.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Tableau 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 AI understands Dynamics 365's entity relationships, business logic, and Microsoft's Common Data Model—plus Tableau's data sources, calculated fields, and dashboard structures.
Redbird automatically maps Dynamics 365 entities like Accounts, Opportunities, Sales Orders, GL Entries, and Inventory Transactions to Tableau data extracts and published data sources. It handles Microsoft's entity hierarchies, multi-currency transactions, and fiscal period structures. The platform reconciles data types, manages incremental refreshes, and preserves relationships—so your Tableau dashboards stay accurate even as your Dynamics schema evolves.
faster than building custom connectors or Azure Data Factory pipelines
Redbird can pull from Dynamics 365 and Tableau 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 Tableau.
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 Tableau, or from Tableau 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 event in Dynamics 365 or Tableau—invoice posted, dashboard viewed, threshold exceeded, or data source refreshed.
Fires when an accounting period is locked in Dynamics 365 Finance, triggering final dashboard updates.
Detects new or updated orders in Dynamics 365 Sales for real-time revenue pipeline analysis.
Triggers when stock falls below threshold in Dynamics 365 Supply Chain Management.
Pull general ledger, AP/AR, or budget data into Tableau data sources with defined refresh schedules.
Push account records, opportunities, quotes, and order history to Tableau for CRM analytics.
Send inventory movements, production orders, or service cases to Tableau for operational dashboards.
Fires when a KPI, metric, or calculated field in Tableau crosses a defined business rule.
Detects when a Tableau extract completes, enabling downstream validation or notification workflows.
Triggers when analysts publish new dashboards or update existing visualizations on Tableau Server.
Generate customer service cases or work orders when Tableau dashboards show operational issues.
Write calculated metrics, segments, or scores from Tableau back into Dynamics 365 entities.
Start Dynamics 365 business process flows or approvals based on insights surfaced in Tableau.
Stop wrestling with data exports and custom connectors. Redbird syncs Dynamics 365 and Tableau automatically, so your dashboards stay current and your teams stay focused on insights, not infrastructure.