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  • M-Files Connector for Microsoft Copilot

M-Files Connector for Copilot

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. Users experience a unified view, accessing only the data they are permitted to see in M-Files, thus preserving confidentiality and compliance. Tailor your data sharing with customizable publishing options to safeguard sensitive customer and personal information, making the M-Files Connector for Microsoft Copilot an essential tool for secure, efficient, and intelligent data management.

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Table of Contents
Benefits of the M-Files Connector for Copilot
  • Enhanced Data Accessibility: By connecting M-Files directly with the Microsoft 365 platform, the connector allows Microsoft Copilot to access and utilize relevant organizational data in real-time. This integration enhances productivity by ensuring that all necessary information is readily available where and when it’s needed, without the need to switch between platforms.
  • Maintained Security and Compliance:  The connector preserves all existing permissions set within M-Files, ensuring that users can access only the information they are authorized to view, just as they would within M-Files itself. This feature helps maintain strict compliance with data privacy regulations and internal security policies.
  • Customizable Data Control: Organizations have complete control over which data is published to the Microsoft 365 platform. This selective sharing capability allows for the exclusion of sensitive customer data or personal information, providing an added layer of security and peace of mind in managing what information is accessible via Microsoft Copilot.
M-Files Connector for Copilot Interface

Copilot Diagram

With the M-Files Connector for Copilot, users can access all the content in M-Files with the same Copilot user interface.

With the M-Files Connector for Copilot, users can access all the content in M-Files with the same Copilot user interface.

M-Files Connector for Copilot publishes selected information from M-Files to the Microsoft 365 platform so that Copilot can refer to it when doing its work.

M-Files Connector for Copilot publishes selected information from M-Files to the Microsoft 365 platform so that Copilot can refer to it when doing its work.

This information retains the permissions in M-Files, so that Copilot users will see the same information they would see in M-Files.

When a user wants to get more information about a document that was assigned to them, they can ask Copilot, and Copilot will answer. Even if the document is managed in M-Files.

When a user wants to get more information about a document that was assigned to them, they can ask Copilot, and Copilot will answer. Even if the document is managed in M-Files.

When clicking a referenced document, it will take the user right to the document in M-Files.

When clicking a referenced document, it will take the user right to the document in M-Files.

The value created by any AI application depends on the quality of the input data. Our metadata foundation drives superior AI experiences due to connectivity, confidentiality, and curation capabilities in M-Files.

    • Icon 1
      Connectivity
      AI needs access to the right information resources to
      provide real value. 

      M-Files Connector for Copilot:
      This connector enables Copilot for Microsoft 365 to access content in M-Files. This increases the usability of Copilot and the accuracy of responses it can create.
    • Icon 2
      Confidentiality
      AI must follow the organization’s security policy and not disclose unauthorized information.

      M-Files Connector for Copilot:
      Organizations can choose which information to publish to Microsoft 365. The published information retains the permissions from M-Files so that Copilot won't expose users to anything more.
    • Icon 3
      Curation
      AI should only access relevant and up-to-date information to ensure the accuracy of responses.

      M-Files Connector for Copilot:
      M-Files can't influence how well Copilot curates all its information sources. The information published from M-Files, however, is already curated.
Empower your business with M-Files Connector for Copilot


Please note: The M-Files Connector for Copilot is included only in the M-Files Business Platform Edition subscription, excluding subscriptions with limited functionality. Please contact your account executive or submit a contact request if you would like to upgrade to the M-Files Business Platform Edition and take advantage of M-Files GenAI technology.

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Learn more about M-Files Connector for Copilot how to use it:

Document: M-Files Copilot Connector FAQ.pdf

On-Demand Webinar: Explore M-Files Aino Enhancements and M-Files Connector for Copilot

Additional Resources
M-Files Connector for Copilot Webinars M-Files Connector for Copilot News
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