Welcome to M-Files for Microsoft Dynamics CRM!

The Easiest Document Management Solution on the Market is Now Integrated with Microsoft Dynamics CRM 2011 and Dynamics CRM 2011 Online.

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 2011 Online as well as Dynamics CRM 2011 on-premise installations, enabling users to easily tag (or attach) documents to Dynamics CRM 2011 objects such as accounts, leads, contacts and opportunities.

 

Once tagged, it's then simple and fast to locate any important customer-related document directly from the Dynamics CRM 2011 user interface, or with the instantly familiar Windows Explorer interface of M-Files without having to launch the Dynamics CRM.

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-premise versions.

Press release: M-Files for Microsoft Dynamics CRM 2011 Featured at Convergence 2011

Proven Technology

M-Files is not just another Web-based storage and sharing tool.

Easy to implement

M-Files can be set up quickly without requiring a major investment of time and resources!

It's Easy

There's no training or complicated new interface to learn. If you know Windows you know M-Files.

Fast Search

Instantly find any file related to any Dynamics CRM 2011 record such as Leads, Opportunities, Accounts and Contacts.

All Applications

All applications and file types are supported, including email and scanned paper documents.

Offline Use

Access your documents any time, from anywhere -- even without an Internet connection.