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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.

M-Files and Microsoft 365 Webinars M-Files and Microsoft 365 News
On This Page:
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    A Strategic Partnership that Combines the Strengths of M-Files and Microsoft 365
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    What Is Changing?
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    Business Benefits
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    Revolutionized Document Management
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    Now Available for M-Files Cloud Customers!
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    Capabilities
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    M-Files & Microsoft 365: Common Questions Answered
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    Gain a Unified User Experience
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    Additional Resources
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!

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.

      Discover Now
    • 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.

      Learn More
    • 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.

M-Files & Microsoft 365: Common Questions Answered

How is M-Files and Microsoft 365 different from legacy document management systems?
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This first-of-its-kind, unified offering from M-Files and Microsoft 365 addresses major pain points for both business and IT users.

Unlike legacy document management tools that limit AI effectiveness due to poor content quality, fragment information governance, and create siloed systems that increase administrative burden, M-Files and Microsoft 365 now give customers a centralized, scalable environment to retrieve documents with high precision, manage content throughout its lifecycle, and utilize AI for critical business workflows.

Documents are now easier to extract insights from, collaborate on and govern—boosting efficiency and effectiveness while reducing risk.

What is Microsoft SharePoint Embedded?
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Microsoft SharePoint Embedded is a new API-only highly scalable content repository used by Microsoft Loop, Designer, and Copilot Pages. 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.

What is Microsoft Purview?
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Microsoft Purview is a set of tools that organizations use to govern, protect, and manage their data in Microsoft 365. It can scan your systems to create a map of where your data lives, helps identify and safeguard sensitive information, and ensures compliance with data protection laws and policies.

Learn how Microsoft Purview helps protect and manage data.

What is the difference between SharePoint and SharePoint Embedded?
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SharePoint is an app for team collaboration and document management. SharePoint Embedded is a storage platform designed to be used by apps like M-Files to store content securely in Microsoft 365 without showing users a SharePoint interface. Users don't see or interact with SharePoint Embedded, as it works in the background to provide secure storage.

What is Microsoft Copilot?
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Microsoft 365 Copilot is an AI-powered assistant built into Microsoft 365 applications such as Word, Excel, Outlook, and Teams. It helps improve efficiency by generating content, summarizing information, and automating repetitive tasks, all using your organization's data.

See how Microsoft Copilot boosts productivity and adapts to your organization's needs.

What is the role of Microsoft Azure in M-Files cloud storage?
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M-Files uses Microsoft Azure to store documents in secure, scalable data centers. With SharePoint Embedded, content can also be stored directly in your Microsoft 365 environment, giving you more control over where your data lives.

What AI capabilities are available with M-Files and Microsoft 365?
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M-Files embeds AI throughout its platform to help users organize documents, automate workflows, and uncover valuable insights from unstructured content. Our native AI engine, Aino ("I Know"), is the intelligent fabric of M-Files—using generative and agentic AI to classify content, extract metadata, and surface the right information in the right context. The M-Files Connector for Copilot empowers your organization to enhance productivity and data utilization across platforms. By seamlessly publishing selected information from M-Files to the Microsoft 365 platform, it ensures that Microsoft Copilot can leverage crucial data while maintaining the strictest security protocols. 

What is new for M-Files users with this native Microsoft 365 solution?
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M-Files content is now stored directly in Microsoft 365, enabling native co-authoring, better AI results with Copilot, and stronger compliance through Microsoft Purview. Customers get a seamless, secure experience without switching platforms.

To learn more or join the discussion, visit the M-Files Community.

How does M-Files with Microsoft 365 improve content management and reduce risk?
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When storing M-Files content directly in Microsoft 365, organizations gain unified control over documents, stronger compliance with Microsoft Purview, and better AI results with Copilot. This improves collaboration and ensures content is secure, accurate, and easy to manage.

Gain a Unified User Experience

As a result of this native solution, M-Files embeds and connects seamlessly within Microsoft products, allowing you to access your M-Files content directly within the Microsoft interface. You can collaborate, share documents, and manage content without switching between M-Files and Microsoft applications, making everyday tasks more seamless.

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      M-Files for Microsoft Teams

      Knowledge work is done on collaboration platforms, such as Microsoft Teams. The M-Files for Microsoft Teams add-in enables you and anyone you invite to your Microsoft Teams outside your organization to securely and conveniently collaborate on M-Files content.

      M-Files for Microsoft Teams
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      M-Files for Outlook Pro

      M-Files for Outlook Pro transforms the way you handle emails by automating the filing process, ensuring that important correspondence is always stored accurately and efficiently. Whether it's for regulatory compliance or knowledge retention, M-Files for Outlook Pro eliminates manual work, reduces errors, and gives you back valuable time.

      M-Files for Outlook Pro
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      M-Files Connector for 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.

      The M-Files Connector for Microsoft Copilot empowers your organization to enhance productivity and data utilization across platforms.

      M-Files Connector for Copilot

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
  • SharePoint Embedded & Desktop Co-authoring in M-Files FAQ
  • Video: Future of Document Management: M-Files & Microsoft Partnership
  • eBook: Smarter Document Management with M-Files and Microsoft 365 | M-Files

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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