Setting up Microsoft 365 storage and native experiences

This section tells you how to enable Microsoft 365 storage and native experiences in an M-Files vault.

Before you start, make sure that you have:

• Global administrator access to Microsoft 365
• The Microsoft 365 tenant ID
• The Microsoft 365 SharePoint URL
• Access to M-Files Manage
• Vault administrator permissions in M-Files Admin

Configuring the Microsoft 365 native experiences

Complete these steps in order:

1. Set up a Microsoft 365 connection in M-Files Manage.
2. Enable Microsoft 365 storage.
3. Configure user provisioning with Microsoft Entra ID in M-Files Manage.
   Note: If your organization uses legacy SCIM provisioning and external IDs are not updated, make sure that Microsoft EntraGallery Application is in use before you complete step 3. This enables the updated SCIM provisioning model and adds and synchronizes external IDs correctly.
4. Complete and send a request form to enable M-Files vault permissions.

Validating the configuration

After you get the confirmation email from M-Files:

1. Open an Office document in M-Files and confirm that native co-authoring works.
2. Search for an M-Files document in Microsoft 365 Search.
3. Confirm that Microsoft 365Copilot can reference a document saved in M-Files.
   Note: At this time, Search and Copilot Search can only find information from document content, not M-Files metadata.

Using Microsoft 365 native experiences

For more information about the Microsoft 365 features that are available as native experiences for M-Files, refer to Microsoft documentation:

• Microsoft 365 Search
• Microsoft 365 Copilot Search
• Microsoft 365 Copilot Chat
• Microsoft 365 Copilot Agent Builder