Manage documents directly within Microsoft Dynamics.
Documents are integral components of any ERP and CRM system. With M-Files for Microsoft Dynamics, you’ll see increased productivity and maximize your business's technology investment.
Improve your organization’s efficiency and productivity by organizing and managing business- and customer-related documents such as proposals, contracts, presentations, sales collateral and email correspondence directly from within the Dynamics interface.
Manage customers and their documents – like never before
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. M-Files is also available for Dynamics GP, Dynamics AX and Dynamics NAV, and provides support for on-premise, cloud and hybrid deployments.
Once tagged, it's simple and fast to locate any important customer-related document directly from the Dynamics user interface, or with the M-Files familiar Windows Explorer interface. Your users won’t even have to launch Dynamics!
No complex setup
M-Files for Microsoft Dynamics is easy to set up and configure without requiring a major implementation project or a significant investment of time and IT resources.
All applications and file types are supported, including email and scanned paper documents.