Easily download, share or store entire Dynamics 365 records in a PDF file

Infinity Buttons Record to PDF Benefit - Dynamics 365 - Easy file sharing

Easily share records as PDFs

You can easily save, store or distribute information to those that don’t have access to Dynamics 365, improving productivity, navigating potential licensing barriers and creating a point in time record. This assists with compliance requirements by having PDF file on record.

Infinity Buttons Record to PDF Benefit - Dynamics 365 - Fully customizable

Fully customizable look & feel

You can easily customize the look and feel of your PDF export to align to company branding giving you and your customers and colleagues a more professional and familiar experience. Easily change the primary text color, title colors, background colors, field text color and more.

Infinity Buttons Record to PDF Benefit - Dynamics 365 - Maintain form structure and design

Maintain existing form structure and design

Export records in a visually appealing format that maintains the original structure and design of your form. Thus ensuring a professional, polished look replicating your system. Export to PDF pulls the entire record including tabs and fields replicating the entire record into a PDF format.

Infinity Buttons Record to PDF Benefit - Dynamics 365 - Customer data sharing

Provide your customers with a snapshot of their data

Using Record to PDF, you will save hours of internal users time in providing data for customers that request it. This will allow an individual to easily see the complete information that you hold about them while building trust and confidence in your organization.

What is Infinity Buttons: Record to PDF?

Introducing Infinity Buttons: Record to PDF - With just a few clicks, you can generate a print preview of an entire record, including all tabs, sections, and fields from the form. And the best part? You don't need to be an admin to do it!

Our product features an intuitive interface that makes it simple to use, even for beginners. Once you've generated your preview, you can choose to print it locally or save it as a PDF, giving you a portable export that you can share with others. You can even customize the theme to match your company colors and give it a more professional look.

Whether you're creating reports or providing quick overviews for customers, our product streamlines the process and saves you time.

Free Download

Take a tour

Welcome to our Record to PDF tour video. We'll take you through our powerful feature that allows you to quickly and easily export records to PDF from Dynamics 365.

Our tool allows you to efficiently capture, extract, store and send customer information and related records from Dynamics 365 CRM into a nicely formatted PDF.

With Record to PDF, in just a click of a button, it eliminates the need for an Dynamics 365 Admin user to creating complex reports or templates.

Choose the record, click, preview and save. Its that easy!

The tool provides an easy and efficient way to share record summaries with colleagues or customers. It comes with customizable theming options, allowing users to tailor the PDF export to your company branding.

For a limited time, Record to PDF is FREE - so download now and try it on your records!

Get it Now

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Free download of Record to PDF

What our customers say…

Frequently asked questions

  • Infinity Buttons: Record to PDF is designed for Dynamics 365 users who need to quickly and easily generate a print preview of a record to provide to a customer or for internal use. It is ideal for salespeople, customer service representatives, and other business professionals who want to create professional-looking PDF exports without the need for extensive setup or technical expertise. The product can be used by any organization that uses Dynamics 365, regardless of size or industry.

  • Record to PDF is designed to be user-friendly and intuitive. The product offers a simple and streamlined user interface that guides you through the pdf creation process step by step.

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

  • 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.

  • The Infinity Button Record to PDF product adds a button to the Dynamics 365 interface. Clicking the button generates a print preview of the record that includes all of the tabs, sections, and fields from the form. Users can then select the Print option to either print the preview locally or save it as a PDF.

  • Yes, users can easily customize the theme to match their company colors and give the PDF export a more professional look. The solution configuration page allows Dynamics 365 admins to configure the theme and update each component with personalized colors.

  • The Infinity Button Record to PDF product can be used to export any record type in Dynamics 365.

  • Yes! You can download and use it for FREE! We are giving it away as part of our Infinity Buttons Launch!

  • No, there is no limit to the number of PDF exports you can create with this product.

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

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