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– M-Files for Microsoft Dynamics CRM Review

Product Snapshot


Free trial for 30 days


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.

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About M-Files for Microsoft Dynamics CRM

- M-Files for Microsoft Dynamics CRMM-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

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