M-Pulse Customer Newsletter | March 2026

M-Pulse Customer Newsletter | March 2026

Highlights

In this newsletter edition, we’ll cover:

  • New Native Experiences within Microsoft 365 Copilot, Copilot Agent Builder, and Microsoft 365 Search
  • Register for our upcoming M-Files & Microsoft events in Dallas and London
  • Meet us at 2026 Microsoft AI Tours: Register for Helsinki, Atlanta & Houston
  • Webinars:
    • Supercharge Microsoft 365 Copilot with Trusted, Context-Enriched Information: Introducing Native Access to M-Files
    • On-demand: How Backyard Discovery Eliminated Operational Friction and Accelerated Global Engineering Workflows
    • On-demand: Work Faster and Smarter with the New M-Files Desktop
  • Product Update Highlights:
    • Enhanced Workspaces, user control improvements, document comparison, collaboration visibility, developer enhancements
  • Introducing the 2026 M-Files Platform Packages
  • Customer Success Stories: NEPC and Backyard Discovery
  • New Videos: Introduction to the M-Files Desktop User Interface and How to Modify Information in M-Files

Dive into the insights and enjoy the read!  

New Native Experiences within Microsoft 365 Copilot, Copilot Agent Builder, and Microsoft 365 Search

We're excited to announce that M-Files now integrates natively with Microsoft 365 Copilot, Copilot Agent Builder, and Microsoft 365 Search, bringing secure, context-rich content directly into everyday workflows.

Users can draft, summarize, research, and build AI agents using M-Files content, all while maintaining governance, permissions, and compliance.

The release began March 15th, 2026, with a phased rollout to all M-Files Cloud customers. Early access is available through your M-Files representative.

This update enhances AI accuracy, boosts productivity, and delivers a more unified Microsoft 365 experience with trusted, well-governed content at its core. Arrow right️ Learn more in the M-Files Community

Product Updates

Key highlights include for new M-Files Desktop and Web:

  • Microsoft 365 integration: Access M-Files content directly within Microsoft 365 Copilot and Search for a more connected and AI-powered experience

  • Enhanced Workspaces: Improved navigation, shareable workspace links, and more flexible configuration options

  • User control improvements: Manage notifications and change passwords directly within new clients

  • Document comparison: Easily compare documents or versions side by side from the context menu

  • Collaboration visibility: Track co-authoring activity through enhanced Event Log details

  • Developer enhancements: New UIXv2 APIs enable faster and more flexible custom solutions

These updates are designed to streamline workflows, improve collaboration, and deliver a more unified user experience across M-Files and Microsoft 365.

Catch up on all the latest product updates in Product News:

Arrow right️ March Product News 

Arrow right Enhancements in the new M-Files Desktop 

To see all improvements and changes, please see the full release notes.

Webinars

Supercharge Microsoft 365 Copilot with Trusted, Context-Enriched Information: Introducing Native Access to M-Files

April 16th, 2026 | 3:00 p.m. GMT

AI is only as powerful as the information behind it. Join M-Files to discover new native solutions for Microsoft 365 Copilot, Microsoft 365 Agent Builder, and Microsoft Search, delivering trusted, context-rich content directly into Microsoft 365. Learn how to ground AI in governed enterprise information, power intelligent agents, and surface M-Files content seamlessly within Microsoft 365. Featuring Ryan Barry, VP Strategic Operations at M-Files, alongside Microsoft.
Arrow right️ Register now to put your documents and your AI to work

How Backyard Discovery Eliminated Operational Friction and Accelerated Global Engineering Workflows

Engineering change management is complex and compliance-critical. See how Backyard Discovery transformed its processes with M-Files, unifying drawings, bills of materials, testing documentation, and workflows into a single source of truth. Discover how the team reduced change cycles from weeks to days, strengthened compliance, and enabled seamless global collaboration within Microsoft 365.
Arrow right Watch on-demand 

Work Faster and Smarter with the New M-Files Desktop

Join us to see the new M-Files Desktop in action and learn how it helps your customers work faster with a modern, intuitive user experience. Designed to simplify everyday tasks while maintaining enterprise-grade security and flexibility, the new desktop makes it easier to navigate, find, manage, and collaborate on information — all within a familiar M-Files environment. Arrow right Watch on-demand 

Join us for the upcoming Events by M-Files & Microsoft 

Join M-Files and Microsoft for exclusive executive events in Dallas and London focused on unlocking more value from Microsoft 365. Discover how better-structured, context-rich information and AI-ready content enable smarter collaboration, stronger governance, and more effective use of Copilot. Through expert insights, real-world examples, and peer discussions, you’ll gain practical strategies to modernize information management, reduce operational friction, and advance your AI readiness.

Book you spot now for the event closest to you!

Dallas | Your Path to Secure, Scalable AI with M-Files + Microsoft 365
April 9th, 2026 | 8:30 a.m. - 3:30 p.m.
Microsoft Corporation - Las Colinas, Irving, TX

Arrow rightRegister now

London | The M-Files and Microsoft Connected Content Summit 2026
April 29th, 2026 |  8:30 a.m. – 5:30 p.m.
Microsoft Office, London, UK

Arrow rightRegister now

Meet Us at Upcoming 2026 Microsoft AI Tours!

We will be at the following Microsoft AI Tours! Join us to hear from industry experts, explore practical AI use cases, and gain hands-on insights to accelerate your AI transformation with confidence. 

Register now and visit our booth at each event:

Helsinki, Finland on Apr 28th - Register now!
Come to our live breakout session with Microsoft:
Speaker: Laura Saarainen, M-Files - 'Unify and activate your data for AI innovation'
Atlanta, Georgia on Apr 29th Register now 
Houston, Texas on May 28th - Register now              

Happy Birthday, SharePoint Tada

For over 20 years, SharePoint has powered collaboration and content management worldwide. At M-Files, we extend SharePoint within Microsoft 365 with a context-first approach that adds automation, governance, and meaning to documents.

As AI transforms work, trusted and well-governed content matters more than ever. Together with Microsoft, we’re helping organizations unlock that potential.

Movie camera Watch Antti Nivala on what’s next

Introducing the 2026 M-Files Platform Packages

M-Files has introduced the 2026 Platform Packages to better align with how organizations adopt and scale document management—focusing on maturity, governance, and AI.

Based on global customer and partner insights, the new packages simplify purchasing and expansion, embed AI and Microsoft-native capabilities in the cloud, and offer clearer upgrade paths as needs evolve. Arrow rightRead more

Customer Success Stories

NEPC, LLC
Services | United States
NEPC modernized its document management with M-Files, implementing a metadata-driven, context-first platform that integrates seamlessly with core client and portfolio systems as well as Microsoft tools. By automating 13,000 documents per month, the firm streamlined high-volume processes, strengthened governance, and enhanced the speed and quality of client service delivery. Arrow right Watch the video

Backyard Discovery
Manufacturing | United States
Backyard Discovery streamlined its global engineering operations with M-Files, creating a single source of truth for documentation and faster collaboration across teams. The company now completes engineering change orders up to 75% faster and has reduced document access times by more than 95%, enabling near-instant access to critical information worldwide. The result is improved efficiency, reduced complexity, and a scalable foundation for continued growth. Arrow rightRead the full case study

New Videos

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Help us improve our ranking by reviewing M-Files on Gartner Peer Insights. You'll receive a $25 gift card once the review is approved. Arrow right️ Review M-Files on Gartner Peer Insights 

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