M-Files for Dynamics CRM and 365

Customer-related documents, such as proposals, presentations, contracts, purchase orders, invoices, quotes, and emails, are a key part of customer relationship management. M-Files integrates seamlessly with Microsoft Dynamics CRM Online as well as Dynamics CRM on-premises installations, enabling users to easily tag (or attach) documents to Dynamics CRM objects such as accounts, leads, contacts and opportunities.

Product Description

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 Plugin 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.

The plugin 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).

Documentation and Additional Information


Download Link Description
 Datasheet M-Files for Dynamics CRM Datasheet
 Demo Video M-Files for Dynamics CRM Demo Video
 M-Files EOT Connector for Microsoft Dynamics 365 CRM Release Notes Summary of the changes included in the latest M-Files EOT Connector for Microsoft Dynamics 365 CRM Release

Licensing and Downloads

Licence Type Included with M-Files Team and Business Subscriptions

 

Version Description M-Files Version Support
 ;M-Files Add-in for Microsoft Dynamics CRM M-Files Add-in for Microsoft Dynamics CRM

Version Description M-Files Version Support
 ;M-Files EOT Connector for Microsoft Dynamics 365 CRM 23.10.0.2 Signed M-Files EOT Connector for Microsoft Dynamics 365 CRM (Published 10.01.2024).

M-Files Online June ’22 Update and later

Contact Information

Website https://www.m-files.com
Sales and More Information
Contact Name M-Files Sales
Email Address contact@m-files.com
Phone US: 1-972-516-4210 Finland: +358 3 3138 7500
Technical Support


Support Email support@m-files.com
Support Site https://www.m-files.com/en/contact-support
Support Phone In North America: 1 (800) 224-4074 In Europe: +358 3 3138 7599 (Finland) +44 330 122 8358 (UK) +33 (0)170615821 (France) +49 3222 109 2805 (Germany) In Australia: +61 290 984 702

Product Specifications

Supported Environments

Customer Environment:

M-Files Standard Cloud:

M-Files Isolated Cloud:

 Yes

 Yes

 Yes

Supported Languages English
Regional Availability Global

Screenshots