M-Files & Microsoft 365 - Revolutionizing Document Management

This first-of-its-kind, unified offering from M-Files and Microsoft 365 addresses major pain points for both business and IT users.

Unlike legacy document management tools that limit AI effectiveness due to poor content quality, fragment information governance, and create siloed systems that increase administrative burden, M-Files and Microsoft 365 now give customers a centralized, scalable environment to retrieve documents with high precision, manage content throughout its lifecycle, and utilize AI for critical business workflows.

Documents are now easier to extract insights from, collaborate on and govern—boosting efficiency and effectiveness while reducing risk.

Microsoft SharePoint Embedded is a new API-only highly scalable content repository used by Microsoft Loop, Designer, and Copilot Pages. Microsoft also offers this technology to customers and partners to help develop applications that leverage native Microsoft 365 Copilot, Collaboration, and Compliance capabilities, keeping all content within the customer’s secure Microsoft 365 tenant.

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.

SharePoint is an app for team collaboration and document management. SharePoint Embedded is a storage platform designed to be used by apps like M-Files to store content securely in Microsoft 365 without showing users a SharePoint interface. Users don't see or interact with SharePoint Embedded, as it works in the background to provide secure storage.

Microsoft 365 Copilot is an AI-powered assistant built into Microsoft 365 applications such as Word, Excel, Outlook, and Teams. It helps improve efficiency by generating content, summarizing information, and automating repetitive tasks, all using your organization's data.

See how Microsoft Copilot boosts productivity and adapts to your organization's needs.

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, giving you more control over where your data lives.

M-Files embeds AI throughout its platform to help users organize documents, automate workflows, and uncover valuable insights from unstructured content. Our native AI engine, Aino ("I Know"), is the intelligent fabric of M-Files—using generative and agentic AI to classify content, extract metadata, and surface the right information in the right context. Now native to Microsoft 365, M-Files enhances Copilot with trusted content and metadata, ensuring that AI-generated summaries, content drafts, and suggestions are grounded in accurate, compliant, and business-ready information. Together, M-Files and Microsoft 365 deliver faster, more reliable, and more secure document management.

M-Files content is now stored directly in Microsoft 365, enabling native co-authoring, better AI results with Copilot , and stronger compliance through Microsoft Purview. Customers get a seamless, secure experience without switching platforms.

To learn more or join the discussion, visit the M-Files Community.

When storing M-Files content directly in Microsoft 365, organizations gain unified control over documents, stronger compliance with Microsoft Purview , and better AI results with Copilot. This improves collaboration and ensures content is secure, accurate, and easy to manage.