Once tagged, it’s then simple and fast to locate any important customer-related document directly from the Dynamics CRM user interface, or with the instantly familiar Windows Explorer interface of M-Files without having to launch the Dynamics CRM UI.

M-Files for Microsoft Dynamics CRM is easy to setup and configure without requiring a major implementation project or a significant investment of time and IT resources. M-Files is available in both cloud and on-premises versions.

Microsoft Dynamics CRM is a leading CRM application to manage sales activities and records. But these CRM processes produce lots of customer-related documents, such as proposals, presentations, contracts, purchase orders and emails. How do you manage them?

M-Files helps you to make this documentation discoverable in compliance:

• it enforces all content to automatic version history and comes with time-stamped full audit trail
• easy-to-use workflow features enable you to setup approval processes for proposals and other content. These processes can be enriched with electronic signatures for better compliance.
• notification features automatically remind you of expiring agreements
• all content is classified with simple metadata tags instead of classifying files with traditional folders. You can access the same document through multiple views: by month, state, customer, contact, opportunity, for instance.
• content is also indexed so all documents are easy to discover with search
• permission management in M-Files is world-class and it is easy to enforce automatic permissions for documents based on their properties or metadata.
• managing paper documents is not an issue either: M-Files integrates with any desktop and network scanner and, with the optional OCR module, all content gets indexed too.

This add-on is compatible with Dynamics CRM 2013, 2015, 2016, and the CRM-based Dynamics 365 modules (Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Marketing, Dynamics 365 for Field Service, and Dynamics 365 for Project Service Automation).