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  • M-Files & Microsoft 365

M-Files & Microsoft 365 - Revolutionizing Document Management

A first-of-its-kind, unified offering, M-Files' document management system now applies native Microsoft 365 capabilities to M-Files AI-curated content, including agentic experiences delivered by Microsoft 365 Copilot and M-Files Aino ("I know").

You now have fit-for-purpose document management options to suit your specific business needs. M-Files offers a pre-built solution for your industry content without compromising Microsoft 365 capabilities previously only available in OneDrive and SharePoint. M-Files excels when the documents related to your specific business processes spanning across line-of-business systems, need industry-specific classification and governance or require more structured automation, workflow, and AI capabilities.

A Strategic Partnership that Combines the Strengths of M-Files and Microsoft 365

With this powerful solution that is native to Microsoft 365, you can get the best of both worlds: M-Files' strengths in metadata-driven automation and AI, and Microsoft’s powerful collaboration, security, and Copilot capabilities. Your documents are now easier to extract insights from, collaborate on and govern—boosting your efficiency and effectiveness while reducing risk.

What Is Changing?

M-Files will now use Microsoft 365 and its API-only service, Microsoft SharePoint Embedded1, to unlock native Microsoft 365 capabilities for M-Files AI-curated content, including agentic experiences delivered by Microsoft 365 Copilot and M-Files Aino. This deepened collaboration marks a fundamental shift in how you can manage enterprise content.

Business Benefits
    • Rely on generative AI results that are grounded in accurate, relevant, and trusted content:

      M-Files and Microsoft 365 deliver meticulously classified, high-value enterprise content. Microsoft 365 Copilot natively extends to M-Files AI-curated content, helping you enhance output and create the foundation for broad AI adoption.

    • Increase productivity via native Microsoft 365 co-authoring and collaboration:

      Take advantage of seamless co-authoring and collaboration tools. You’ll avoid content silos and streamline your business processes and document lifecycles—from client deliverables to technical product specs and asset management plans.

    • Enjoy unified security & compliance, with built-in, automated content governance and permissions:

      M-Files secure content remains within the Microsoft 365 security boundary, applying additional organization-wide compliance and governance policies defined by Microsoft Purview.

    • Maximize ROI for existing and future Microsoft 365 investments:

      Get more from your existing Microsoft 365 tools—without extra development. With M-Files, you can realize additional value from native capabilities and future joint innovations from M-Files and Microsoft.

Revolutionized Document Management

M-Files and Microsoft 365 give you a centralized, scalable environment to retrieve documents with high precision, manage content throughout its lifecycle, and utilize AI for critical business workflows.

 

Now Available for M-Files Cloud Customers

The new solution is live and available for M-Files Cloud customers with an M365 subscription, unlocking even greater value for enterprises that rely on the Microsoft ecosystem. Detailed instructions on enabling the native solution and accessing upcoming benefits and capabilities will be provided in August.

For customers using the M-Files Business platform edition with M-Files Cloud, desktop co-authoring is already available—enhancing collaboration and productivity. Learn more: Desktop Co-Authoring in M-Files.

If you’re not yet on M-Files Cloud, explore the advantages and make the switch today! 

Learn the Benefits of M-Files Cloud and Transition Now!

Capabilities:
    • Desktop Co-Authoring

      M-Files content can be co-authored with desktop apps. Get a best-in-class authoring experience, increasing your satisfaction, engagement, and adoption. Managing the full lifecycle of documents within M-Files will boost your employee productivity and reduce risk.

      Learn more about  desktop co-authoring in M-Files

    • Microsoft 365 Copilot

      Your M-Files content becomes available to Copilot. All Copilot innovations apply to M-Files content, including agents. Copilot becomes smarter and increases the value of both Microsoft 365 Copilot and M-Files.

    • Microsoft Purview

      Microsoft Purview provides organizations tools and solutions to govern, protect, and manage their data in Microsoft 365. M-Files content stays inside the Microsoft 365 umbrella. Existing Microsoft 365 security, compliance, and governance policies apply also to your M-Files content. It's easier for you to improve and standardize governance policies and reduce risk.

    • Microsoft Power Automate

      M-Files content becomes available to Power Platform. Citizen developers can create automations and applications that leverage M-Files content, further streamlining your daily work.

    • Collaboration

      M-Files content is visible across Microsoft 365. This eliminates a content silo from the Microsoft 365 ecosystem perspective. Your workflows become more natural, and M-Files becomes more valuable in daily use.

Contact your M-Files representative or Contact us

Additional Resources

Get more information about this native solution:

  • Community News: M-Files & Microsoft 365 - Reshaping Document Management
  • Press release: M-Files and Microsoft Announce Strategic Partnership that Revolutionizes Document Management 
  • M-Files Cloud
  • Microsoft SharePoint Embedded
  • Microsoft Purview

1Microsoft SharePoint Embedded is a new API-only highly scalable content repository used by Microsoft Loop, Designer, and Copilot Pages. SharePoint Embedded does not provide a UI, keeping the M-Files user experience intact and maintaining all existing functionality. Microsoft also offers this technology to customers and partners to help develop applications that leverage native Microsoft 365 Copilot, collaboration, and compliance capabilities, keeping all content within the customer’s secure Microsoft 365 tenant.

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