Browse Business Software Categories
This Listing is Out of Date
This product listing is out of date; you can find an updated product listing at M-Files DMSDOCUMENT MANAGEMENT
– M-Files for Microsoft Dynamics CRM Review
Product Snapshot
Pricing
Free trial for 30 days
Technology
M-Files for Microsoft Dynamics CRM is available as a SaaS solution and requires no additional hardware or as an on-premise solution.
Customer Focus
M-Files works with enterprise and mid-sized companies.
Select Customers
,
About M-Files for Microsoft Dynamics CRM
M-Files for Microsoft Dynamics CRM works inside the Microsoft Dynamics system to help you manage your documents, e-mails, and contracts. The program is compatible with both on-premise and SaaS Microsoft Dynamics deployments and can easily attach notes and files to accounts, leads, contacts, and opportunities. Once you attach an object to a CRM item, you can easily search for it through the system’s IE-style UI.
About M-Files
M-Files was founded in 1989 and is headquartered in Dallas. In 2012, Gartner included the company in the Magic Quadrant for Enterprise Content Management. M-Files has an additional major office in Finland.
M-Files for Microsoft Dynamics CRM Key Features
- CRM document management system for Microsoft Dynamics
- Works with SaaS, on-premise, and hybrid deployments of Microsoft Dynamics
- You can attach notes and documents to CRM items
- All CRM items and documents are easily searchable
- IE-style UI
- Supports all file types, including e-mails, contracts, and scanned documents
- Easy setup
Products Similar to - M-Files for Microsoft Dynamics CRM
