Infinity Buttons: SharePoint Add-on is a powerful tool that gives users and developers several options to connect your CRM and your SharePoint account.

As Dynamics 365 users, you’ll benefit from your developer or vendor using Infinity Buttons: SharePoint Add-on by spending hours on more important matters than manually downloading and uploading your documents.

Infinity Buttons: SharePoint Add-on is designed to be user-friendly and intuitive. It plugs right into the existing Dynamics 365 user experience to ensure users can quickly and easily adopt to the new features.

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.

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.

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.

Yes! We offer a free 30-day trial, which is quick and easy to set up. No credit card required and no obligations to continue if Record to Zip isn’t right for you. At the end of your trial, if you don't wish to continue, you can simply uninstall the managed solution to remove the components.

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