M-Files + Microsoft 365: Revolutionizing the Way You Manage Documents

Legacy tools often rely on folders, experience scattered information or lead to siloed systems. It's a challenge to use AI effectively or keep information organized.

Now, with M-Files and Microsoft 365 working together, companies have one simple system. They can quickly find documents regardless of where they are stored, embrace automation and use AI to improve everyday tasks. It’s easier to get insights, work together, and stay in control.

Microsoft SharePoint Embedded is a new tool that stores content at scale. It’s already used in apps like Microsoft Loop, Designer, and Copilot Pages. Microsoft has made this technology available to customers and partners so they can build their own apps that work smoothly with Microsoft 365 features. All content stays safely within the customer’s own Microsoft 365 environment.

SharePoint is a tool that helps teams work together and manage documents. SharePoint Embedded is a behind-the-scenes storage system used by apps like M-Files to keep content safe in Microsoft 365. Unlike regular SharePoint, users don’t see or use SharePoint Embedded directly. Instead, it handles secure storage in the background.

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.

Microsoft 365 Copilot is an AI assistant built into apps like Word, Excel, Outlook, and Teams. It helps you work faster by writing content, summarizing information, and handling routine tasks. All the while, it uses your own organization's data to provide accurate results.

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. This gives you more control over where your data lives.

M-Files uses AI to help users organize documents, automate tasks, and find useful insights across content. At the core is our built-in AI engine, Aino (“I Know”). Aino uses advanced AI to classify documents, create metadata, and deliver the right information at the right time.

Now native to Microsoft 365, M-Files strengthens Microsoft Copilot by providing reliable content. This ensures that AI-generated summaries, drafts, and suggestions are accurate and compliant. Together, M-Files and Microsoft deliver smarter, more efficient ways to manage information.

M-Files content is now stored directly in Microsoft 365. This makes it easier to co-author documents, get better AI results with Microsoft Copilot, and strengthen compliance with Microsoft Purview. Customers enjoy a smooth, secure experience within the Microsoft 365 environment. No need to ever switch platforms.

Want to learn more or connect with others? Visit the M-Files Community.

Storing M-Files content directly in Microsoft 365 gives companies unified control over documents. They improve security with Microsoft Purview and get smarter AI results with Microsoft Copilot. This leads to better teamwork and ensures content stays secure, accurate, and easy to manage.

By combining M-Files' certified security features with Microsoft Purview's governance tools, organizations can enforce policies, protect sensitive information, and meet industry-specific compliance requirements.

No. M-Files is an independent document management platform that stores content natively in Microsoft 365. It uses Microsoft technologies to deliver a seamless experience inside the Microsoft ecosystem.