Proven Technology – not just another Web-based storage and sharing tool
M-Files is not just another limited Web-based file sharing and storage tool, it's a proven professional document management system used by thousands of customers around the world to organize and track important business documents. And now it's seamlessly integrated with Dynamics CRM 2011 enabling you to efficiently organize and track customer-related documents.
M-Files is Easy – If you know Windows, you know M-Files.
M-Files is easy to use because it doesn't require you to change the way you work. You store your documents in the centralized vault the same way you store files on any other hard drive on your system or network, but rather than searching through chaotic folder structures, you just save to the vault and tag. The M-Files interface is just Windows Explorer so you access the vault the same way you access My Documents or My Computer, it's just faster and more secure. All applications are supported using the File Open or Save commands you already know and use every day.
Tag your Documents Directly to Dynamics CRM 2011 Records
You can save any file to M-Files and tag it to related Dynamics CRM 2011 records. You can also view the details of Dynamics CRM 2011 records from M-Files, such as the address of an account or the amount of a quote, without having to launch the Dynamics CRM 2011. M-Files can also integrate to any custom entity in Dynamics CRM 2011, ensuring maximum flexibility for your business.
Access your Documents from the Dynamics CRM 2011 Interface
You can access the M-Files document vault directly from the Dynamics CRM 2011 interface; just select the Account, Lead or other record in Dynamics CRM 2011 and click the Show Documents button. You can also save new documents directly to M-Files via the Dynamics CRM 2011 interface, as well as make any Word or Excel document a template and include dynamic content from Dynamics CRM 2011 records, such as a contact name or address when creating a letter or proposal.
Fast Search – find any file instantly
One of the most important benefits of M-Files is that you never waste time looking for files again. M-Files supports searching on tags and full-text search, so once you store a document in the vault and tag it, just type in that tag - or any word in the entire document - and M-Files finds the document instantly.
Automatic Version History
M-Files automatically tracks version history every time a document is changed, maintaining an auditable trail of changes from the time a document is created up to its final released version. You can instantly retrieve any previous version to see what was changed, or roll back to an old version.
M-Files version history is automatic, there's nothing you have to do. You can instantly retrieve any previous version at any time to see what was changed, or roll back to an old version if you choose. M-Files efficiently stores versions: no matter how large a file is, only the changes between versions are saved, so storage space is used efficiently and vault searches remain fast.
Secure – never worry about losing data again
Secure Access Permissions: Hide sensitive documents from unauthorized access, or allow some users to view documents while others can change them. Permissions can be set per document.
No Accidental Deletion:If a user deletes a file it can always be quickly and easily recovered by "undeleting" the file.
Check-in / Check-out: Ensure that changes to a document won't be overwritten by others. When someone checks out a document others can only view or work on a copy of the document until it is checked back in.
Regular backups:All documents with version history, metadata and audit trail are backed up regularly.
Offline Use – access your documents even without an Internet connection
Access documents without an Internet connection, such as when traveling, or if the office network goes down. Just set any document or group of documents for offline availability. You can also create and modify Dynamics CRM 2011 records and tag documents to them offline, and when you reconnect to the network, all records are automatically synchronized with Dynamics CRM 2011 and the documents are securely saved to the M-Files vault.