Uploading and sending files to/from Dynamics 365 made easy

Infinity Buttons SharePoint Addon Benefit - Dynamics 365 - Attach files directly

Attach files directly from SharePoint to D365 emails

Users can attach files from SharePoint to their Dynamics 365 emails easily. This eliminates the need to download files from SharePoint and upload them again to Dynamics 365, saving time and reducing frustration for users.

Infinity Buttons SharePoint Addon Benefit - Dynamics 365 - Multiple file upload

Quickly upload multiple SharePoint files

Use the drag-and-drop feature to upload multiple files at once into SharePoint directly within your Dynamics 365, saving you time and frustration and with no restrictions on uploaded file size.

Infinity Buttons SharePoint Addon Benefit - Dynamics 365 - Quick file access

Quick access to SharePoint files from Dynamics 365 emails

Users can quickly access SharePoint files from Dynamics 365 emails without having to navigate to SharePoint manually. This saves time and effort for users, and ensures that the right files are attached to the email.

Infinity Buttons SharePoint Addon Benefit - Dynamics 365 - Files added in the background

SharePoint files are added in the background

Users don’t need to wait for their files to upload, meaning they can focus on more important things while our SharePoint Add-on does the heavy lifting in the background.

What is Infinity Buttons: SharePoint add-on?

Introducing Infinity Buttons: SharePoint Add-on, the must-have tool for anyone using both SharePoint and Dynamics 365. Streamline your user experience and supercharge your productivity with both the Upload to SharePoint and Attach to Email functionality.

What’s included?

  • Easily upload files to SharePoint from CRM

  • Attach SharePoint files to CRM Emails

Magnetism Solutions - Dynamics 365 - Infinity Buttons SharePoint Add On

Take a tour

Upload to SharePoint feature

The Infinity Buttons SharePoint Add-On simplifies the frustrating task of uploading documents from Dynamics 365 to SharePoint.

The default Dynamics 365 upload tool only allows one file at a time, up to 50MB, which can be a time-consuming process when uploading multiple files. Our upload multiple button allows users to upload multiple documents at once, either by drag-and-drop or by file browsing without the 50MB file size limitation.

Try the 30-day free trial today and make uploading documents a breeze!

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Attach from SharePoint feature

With the Attach from SharePoint button, users can select files directly from SharePoint to attach to a Dynamics 365 email. The system automatically retrieves the documents available from the regarding SharePoint location, so users can quickly and easily select the required files.

Users can also preview files in SharePoint before attaching them to ensure they've picked the right one. The Attach to Email button allows users to select one or more files and automatically create a new email with the selected files attached.

Try the 30-day free trial today and make sending emails with documents easier!

View pricing

Magnetism Solutions - Microsoft Gold Partner
Magnetism Solutions - Cloud CRM Winner
Magnetism Solutions - Certified Development Partner

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What our customers say…

Frequently asked questions

  • 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.

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