Improve Microsoft 365 Copilot with Enterprise Document Management
M-Files helps organizations improve Microsoft 365 Copilot, Work IQ, and AI agents with enterprise document management, records management, Microsoft Purview governance, and AI-ready business information on Microsoft 365 Storage.
M-Files extends Microsoft 365 with information governance, workflow automation, and business context so Copilot can securely access current, permission-aware content and deliver more relevant answers.
Build a Stronger Foundation for Microsoft Copilot, Work IQ, and AI Agents
M-Files helps your organization improve Microsoft 365 Copilot results, strengthen Copilot governance, and prepare business information for Copilot Agent Builder and other AI initiatives.
Microsoft 365 Copilot is only as effective as the information it can access. Microsoft Copilot, Work IQ, and AI agents depend on accurate, governed business information. M-Files extends Microsoft 365 with enterprise document management, records management software, information governance, and document workflow automation that help improve AI outcomes while supporting security, compliance, and governance requirements.
M-Files uses Microsoft 365 Storage to make eligible content available to supported Microsoft 365 Copilot experiences while preserving existing permissions, metadata, governance, and lifecycle information.
Content Management for Microsoft 365 Copilot and AI Agents
M-Files is a business information management platform that makes your business-critical content available to Microsoft 365 Copilot, Copilot Agent Builder, Work IQ, and AI agents while maintaining information governance, records management, and security controls.
Because content stays in Microsoft 365 Storage, supported Microsoft 365 Copilot experiences can access eligible M-Files content without a separate third-party content connector. M-Files also connects documents with information from systems such as SAP and Salesforce. By relating content to customers, projects, contracts, suppliers, and business processes, M-Files helps Copilot, Work IQ, and AI agents deliver more relevant insights and more effective AI-powered automation.
What Microsoft Copilot Needs to Deliver Better Results
M-Files gives Microsoft 365 Copilot, Work IQ, and AI agents three things they need to deliver more relevant business outcomes: current content, consistent governance, and business context.
AI-Ready Information
Microsoft Copilot performs best when it can access current, accurate, and governed business information. Document lifecycle management improves information quality, reduces risk, and increases confidence in AI-generated responses.
Enterprise Document Management and Governance
M-Files combines enterprise document management, records management, permissions controls, and information governance so Microsoft 365 Copilot and AI agents work with content that respects existing permissions.
Business Relationships and Processes
M-Files connects documents to customers, contracts, projects, suppliers, approvals, and business records so Microsoft 365 Copilot, Work IQ, and AI agents understand how information relates to business decisions.
What Microsoft Copilot Needs to Deliver Better Results
M-Files gives Microsoft 365 Copilot, Work IQ, and AI agents three things they need to deliver more relevant business outcomes: current content, consistent governance, and business context.
Enterprise AI Governance for Microsoft 365
Enterprise AI needs more than access to content. M-Files helps organizations build a trusted information foundation with governance, permissions, and compliance controls.
Strengthen Copilot Governance
Support Microsoft 365 Copilot adoption with information governance, records management, and permissions controls that help keep business content protected and appropriately accessible.
Manage Content Throughout Its Lifecycle
Keep information current and properly governed with retention policies, audit trails, and document lifecycle controls. Give Microsoft 365 Copilot a more reliable information foundation for the answers it delivers.
Why AI Success Starts with Better Information Management
Trusted AI starts with trusted information. Watch this on-demand webinar featuring Forrester to explore why information management is essential to Microsoft 365 Copilot, AI agents, and enterprise AI adoption. Discover key research findings, common readiness challenges, and practical steps to prepare your content for more reliable AI outcomes.
Work IQ Shows What Happened. M-Files Helps Explain Why.
Microsoft Work IQ helps organizations understand how work happens across meetings, conversations, documents, and business activities. M-Files provides governed business information, enterprise content management, and business context that connect that activity to customers, contracts, projects, suppliers, and business outcomes.
M-Files and Work IQ join forces to help organizations improve information discovery, support AI-powered automation, and make Microsoft 365 Copilot and AI agents more effective.
Extend Microsoft Purview Governance to Microsoft Copilot and AI Agents
Organizations investing in Microsoft 365 Copilot need governance policies that apply consistently across business-critical information. M-Files works with Microsoft Purview to help organizations apply Microsoft-native governance and protection to supported content. M-Files manages metadata, records, permissions, workflows, and lifecycle information to prepare governed business information for AI-powered business processes.
Get more value from Microsoft 365 Copilot with M-Files
M-Files is an enterprise document management system that uses Microsoft 365 Storage so organizations can improve Copilot results, strengthen Copilot governance, automate document-centric processes, and manage business-critical information without moving content outside the Microsoft ecosystem.
The result is better AI outcomes, stronger governance, improved compliance, and greater value from Microsoft 365 investments.
White paper: Unlocking the Power of Generative AI with Microsoft 365
Unleashing AI potential with M-Files and Microsoft 365
Microsoft 365 Copilot Governance with M-Files AI Advantage
Content Readiness for AI and Agents
AI success starts with better information. Watch this on-demand Forrester webinar to learn why governed, trusted content is essential for Microsoft 365 Copilot, Work IQ, and AI agents
Bring Business Context to Microsoft 365
See how M-Files adds business context, governance, workflow automation, and records management to help you get more value from Microsoft 365.
Microsoft 365
Make Microsoft 365 a trusted foundation for collaboration, document management, and AI. M-Files adds business context, governance, workflow automation, and records management to help organizations find information faster, work more efficiently, and get more value from Microsoft 365
Microsoft Teams
Chat and collaborate directly in Teams while staying organized. Access all your company’s data in one space. Support efficient and well-governed teamwork with built-in workflows.
Microsoft Office
Create, edit, and collaborate on documents directly in Word, Excel, and PowerPoint. Find information faster, automate workflows, and maintain document control and governance while working in familiar Microsoft Office applications.
Microsoft SharePoint
Make document work easier with tools that organize, tag, and automate files. Use smart search, automatic workflows, and strong version control to stay on track. Handle complex tasks and support industry-specific needs all while working inside Microsoft 365.
Microsoft 365 Copilot and Document Management FAQs
See M-Files in Action
