M-Files for Microsoft Teams and SharePoint Online consists of three building blocks that you can freely choose to set up an environment that best suits your company’s needs.

M-Files for Microsoft Teams

• M-Files Add-in for Microsoft Teams
  • Microsoft Teams application that enables internal collaboration with M-Files content.
• M-Files Plugin for Microsoft Teams
  • M-Files vault application that enables external collaboration when used with the M-Files Add-in for Microsoft Teams.

See the quick introduction video from M-Files Community.

Note: M-Files for Microsoft Teams can be used with vaults in the new M-Files Cloud environment, or On-Premises environments (M-Files must be set up to use gRPC).

M-Files for Microsoft Teams is a powerful tool that seamlessly integrates M-Files, a leading document management platform, with Microsoft Teams, a popular collaboration and communication platform. This app brings the power of M-Files directly into the Teams interface, allowing users to easily access and manage their M-Files content without leaving Teams.

With M-Files for Microsoft Teams, users can access their M-Files vault and view, edit, and share documents directly within Teams. The app also allows users to search for content stored in M-Files directly from Teams, making it easier to find the information they need. In addition, users can create and manage workflows, assign tasks, and collaborate with colleagues on M-Files documents, all from within Teams.

This app is designed to benefit a wide range of customers, including businesses of all sizes, government agencies, and non-profit organizations. It is particularly useful for organizations that rely heavily on document management and need to collaborate on documents with colleagues, partners, and clients.

M-Files for Microsoft Teams offers several key benefits, including:

Enhanced collaboration: With M-Files for Microsoft Teams, users can collaborate on documents with colleagues in real-time, improving productivity and streamlining workflows.

Improved document management: The app makes it easy to access and manage documents stored in M-Files directly from Teams, ensuring that users always have access to the latest version of a document.

Ensured accessibility: Provide users better access for all relevant information, no matter where it is stored — always in the right context for the user.

Increased efficiency: By bringing M-Files directly into Teams, users can save time by eliminating the need to switch between different applications.

Minimized risks: M-Files enables a robust and customizable structure for permissions, ensuring people only have access to the documents they are supposed to have access to.

Overall, M-Files for Microsoft Teams is a powerful tool that offers a seamless integration between two of the most popular platforms for collaboration and document management. It is designed to benefit a wide range of customers, making it an ideal solution for businesses, government agencies, and non-profit organizations looking to streamline their document management workflows and improve collaboration.

M-Files Add-in for SharePoint Online

The Add-in is used to bring content from other systems and repositories into Teams Channels or the SharePoint Online view. Your company administrator can set up the views to support your business requirements, bringing together all daily content in your familiar Office 365 user interfaces.

M-Files SharePoint Online Connector

The Connector connects M-Files and SharePoint Online so that content in SharePoint Online can be found, accessed and managed in M-Files via M-Files Desktop, Web, and Mobile. It enables the usage of M-Files content intelligence and workflows to automate document management. You can also add M-Files metadata to SharePoint documents and then show documents in M-Files, SharePoint and other connected repositories in a singular dynamic view. You might, for example want to specify expiration date for contracts in SharePoint document library and then create a notification rule to alert contract owners of soon expiring contracts. You can also browse metadata relationships via the tree view in M-Files to see documents related to a particular customer, case or project.

Note: Now there is also a signed version of M-Files Connector for SharePoint Online available. In a shared M-Files Cloud environment, you can install only signed applications. You must have the Full control of vault rights to install signed applications.

Note: Signed versions have different M-Files version requirements compared to unsigned versions.

Important: From the version 22.2.58.0 onwards, new connector connections will use Azure AD App-Only principal to access resources needed to index the external repository, fetch object permissions and import AD groups with members. The new connector version will also change the current user authentication mechanism from OAuth authorization to Azure AD application authentication. Please refer to Installing and Configuring M-Files SharePoint Online Connector.