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
• SCIM user provisioning configured between M-Files Manage and Microsoft 365

Configuring the Microsoft 365 native experiences

1. Give Microsoft 365 admin consent in M-Files Manage.
2. Enable Microsoft 365 storage.
3. Enable native co-authoring in M-Files Admin.
4. Configure Microsoft 365 Search.

   For more information, refer to Managing Microsoft 365 Search in Microsoft documentation.

5. Configure Microsoft 365 Copilot.

   For more information, refer to Microsoft 365 Copilot Search in Microsoft documentation.

Microsoft 365 storage and the selected Microsoft 365 native experiences are enabled.

Validating the configuration

After the setup:

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 document saved in M-Files.

Using Microsoft 365 native experiences

For information about using Microsoft 365 native experiences, refer to Microsoft documentation:

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