Outlook Content Management for Microsoft 365

M-Files for Outlook helps your organization manage emails and attachments as governed business information. Capture important communications, apply metadata, automate filing, and connect business correspondence to the customers, projects, contracts, and processes it supports.

Website-image-Microsoft-Outlook
Website-image-Information-Management

How M-Files Adds Value to Microsoft Outlook

Your organization relies on Outlook for daily communication, but business-critical information can remain scattered across individual employee inboxes, shared mailboxes, and disconnected email threads. This makes important emails, attachments, and correspondence harder to find, manage, and govern.

M-Files for Outlook adds email and document management capabilities to Outlook by adding metadata to emails and attachments and connecting them to the customers, projects, contracts, and business processes they support. M-Files organizes emails and attachments based on what they are and what they contain, rather than where they are stored, making them easier for your teams to find, manage, and use.

Your employees can continue working in familiar Outlook experiences while M-Files adds a metadata-driven layer of email governance, records management, permissions, workflows, and lifecycle controls for emails and documents saved in M-Files.

Govern Business Communications Without Leaving Outlook

M-Files helps your organization turn Microsoft Outlook emails and attachments into governed business information.

By combining business information management with records management, information governance, and workflow automation, M-Files keeps business communications connected to the people, projects, customers, and processes they support.

Woman using M-Files with document metadata and approval workflow

Governed Email Management

Reduce reliance on individual employee mailboxes by capturing important emails and attachments as shared, governed business knowledge.

Records and Information Governance

Support compliance, retention, auditability, permissions, and document control requirements across your business communications and attachments.

Business Context

Use metadata to connect emails and attachments to customers, projects, contracts, suppliers, and business processes, making them easier to find and understand.

AI-Ready Business Information

Make governed, permission-aware emails and attachments available to Microsoft 365 Copilot, Work IQ, and AI agents through supported Microsoft experiences.

Website-image-Document-Automation-984x738

Outlook Content Capture and Records Management

Business-critical information frequently originates in email conversations and attachments. M-Files for Outlook captures these communications as governed business records, helping your organization retain important correspondence and manage it throughout its lifecycle.

Capture Emails and Attachments

Save your business emails and attachments as governed business records and connect them to the appropriate customer, project, contract, supplier, or business process.

Reduce Duplicate Information

Reduce fragmented and duplicate content by managing important communications and attachments as shared business records rather than leaving them across individual employee inboxes.

Metadata-Driven Classification

M-Files automatically classifies business communications using metadata and business relationships to to improve findability and governance.

Work with Business Information Directly in Outlook

Your employees shouldn’t have to switch between systems to find and manage the emails, documents, and business information they need.

M-Files brings governed business information directly into Outlook, helping your employees work more efficiently while maintaining compliance, records management, and information governance requirements.

Website-image-Collaboration-984x738

Capture

Connect business emails and attachments to the right business records with minimal manual effort.

Find

Discover emails, attachments, contracts, projects, customer information, and business records through metadata and business relationships.

Govern

Apply governance, retention, permissions, lifecycle management, and business processes consistently across communications and documents saved in M-Files.

Decide

Access business information in context, to help your employees make faster and more informed decisions.

Woman working on a laptop in an office setting.

Improve Microsoft 365 Copilot with Governed Business Communications

M-Files for Outlook provides the accurate, governed, and permission-aware business information Microsoft 365 Copilot needs to deliver more relevant and trustworthy results for your employees.

When you save Outlook emails and attachments to M-Files, M-Files organizes them with metadata, maintains permissions, manages them as records, and connects them to the customers, projects, contracts, decisions, and business processes they support.

This creates a stronger information foundation for Microsoft Copilot, Work IQ, and AI agents by grounding them in governed business communications, connected relationships, and reliable business context. It also improves information discovery and supports context-rich, AI-powered automation.

Outlook Content Management Across Microsoft 365

M-Files works across Outlook, Teams, SharePoint, Word, Excel, and PowerPoint to help organizations manage governed business information throughout its lifecycle.

  • Microsoft Outlook - Manage emails, attachments, and business communications.
  • Microsoft Teams - Collaborate on governed content without sacrificing control.
  • Microsoft 365 Copilot - Improve AI readiness through governed business information.
  • Microsoft SharePoint - Extend collaboration with records management, workflow automation, governance, and business context.
M-Files interface connected to Microsoft app icons and AI chat graphics.

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.

Four colored squares

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

logo-microsoft-teams

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 logo.

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.

logo-microsoft-sharedpoint

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 Outlook: Common Questions Answered