It is very easy to install. You will need a System Customizer to install the managed solution into your Dynamics 365 instance, and then simply complete the solution configuration to get started.

Infinity Buttons: SharePoint Add-on is a stand-alone solution, containing all the base components of Infinity Buttons, so there’s no need to install any other solutions first.

Infinity Buttons is added to the global command bar, and is designed to work without interfering with any existing customisations. Our solution is managed, which means Dynamics 365 will merge and combine any existing customisations to ensure nothing is overwritten.

If you have any concerns, contact us and our Dynamics 365 experts can support you through the process.

Records enabled for SharePoint integration will have a new ‘Upload to SharePoint’ button in the Infinity Buttons menu available on any record. This is also available from the related Documents area of any record, next to the out-of-the-box Upload button called ‘Upload Multiple’.

The Upload to SharePoint button allows users to drag and drop files, or browse to select multiple. Files are automatically uploaded to the SharePoint folder of the current record. All connections to SharePoint are done through Power Automate so no data leaves your tenant.

The Attach from SharePoint button is available on any emails in Dynamics 365, either from the email form command bar, or from the Attachments subgrid. Documents are displayed from the Regarding records SharePoint location, and can be previewed or selected to attach to the email.

Users can also select files from the related Documents area for any record, and select the new ‘Attach to Email’ button to automatically create a new email in Dynamics 365 with the selected files already attached. All connections to SharePoint are done through Power Automate so no data leaves your tenant.

All connections to SharePoint and Dataverse are done through Power Automate and standard Dataverse Web API queries, so all processing is done within your Power Platform environment, and no data leaves your tenant.

Files uploaded through our ‘Upload to SharePoint’ button do not have any file size limits, however larger files may take longer to upload.

When attaching files to an email using our ‘Attach from SharePoint’ button, files will need to be within your systems attachment file size limit. This limit can be increased from the system settings in your Dynamics 365 environment.

Contact us with any further questions you have and our team will be happy to help.