M-Files + Microsoft 365 Copilot and Copilot Agent Builder

Deliver secure, AI-powered document management natively within Microsoft 365. Help teams use documents more effectively. Improve trust and Microsoft 365 business value with context-first document management.

Unlock more value from Microsoft 365 Copilot and Copilot Agent Builder by turning content into a practical performance advantage.

M-Files works with Microsoft 365 to help Copilot deliver accurate, relevant results and enable Copilot Agent Builder to build agents with trusted, reliable outcomes.

Unlike traditional content integrations, M-Files works natively with Microsoft 365 Copilot and Copilot Agent Builder. Your content stays securely within Microsoft 365. Nothing is moved or duplicated. Information is just as easy to find or use as content stored in SharePoint or OneDrive. All the built-in Microsoft security and compliance benefits are enhanced with the added context and intelligence provided by M-Files.

Make business content managed in M-Files instantly accessible to Microsoft 365 Copilot and Copilot Agent Builder.

M-Files maximizes Microsoft 365 Copilot’s impact by making governed, high-value documents available by default, without the need for third-party connectors. You can trust that policies and procedures are automatically respected and consistently applied, even in highly regulated environments.

In addition, M-Files enriches Microsoft 365 Copilot with deeper business context by bringing in key information from systems like SAP and Salesforce. This enables teams to do more with Copilot and Copilot Agent Builder, from stronger reasoning and greater accuracy to increased AI-powered automation.

AI With More Context Leads to Better Business Outcomes

Context makes Microsoft 365 Copilot smarter, more accurate, and more trustworthy.

Enrich Documents with Business Context

Context determines whether Microsoft 365 Copilot accelerates work or creates friction. M-Files provides structured business context through metadata—connecting documents, relationships, and business objects—so Copilot and Copilot Agent Builder deliver accurate, process-aligned outcomes.

A Performance Advantage Across Microsoft 365

M-Files gives Microsoft 365 Copilot the business context it needs to deliver better work products, smarter analysis, and more effective automation across Microsoft 365.