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.

Prerequisites

Overview

Microsoft 365 Storage (SPE) is delivered on a per-vault basis and enables two Microsoft experiences:
  • Native Microsoft co-authoring
  • Microsoft Copilot and Microsoft Search
To enable native Microsoft co-authoring, complete these steps:
  1. Set up a Microsoft 365 connection in M-Files Manage.
  2. Enable Microsoft 365 storage.
To enable Microsoft 365 Copilot and Microsoft Search, complete these additional steps.
  1. 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.
  2. Complete and submit a request form to enable M-Files vault permissions.

You will receive an estimate of the deployment start date in 48 hours and a confirmation email when vault permissions are enabled.

Microsoft 365 storage activation

M-Files enables Microsoft 365 storage separately for each vault as part of a phased rollout. It is possible that your vault does not have access immediately after all the configuration steps are completed and the vault permissions are enabled.

Once vault permissions are enabled, M-Files starts to migrate content to Microsoft 365 storage. and Microsoft 365 native experiences are ready to use:
  • Native Microsoft 365 co-authoring
  • Native Microsoft 365 Search
  • Native Microsoft 365 Copilot Search
    Note: You need Microsoft 365 Copilot licenses to use Copilot features.

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 365 Copilot can reference a document saved in M-Files.
    Note: Microsoft 365 Search and Copilot Search can only find content after it is migrated to Microsoft 365 storage. M-Files migrates content automatically in the background. Currently, Microsoft 365 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: