Article

M-Files Document Management Software Connects With Microsoft Dynamics CRM

by Linda Rosencrance
Contributing Writer, MSDW

Motive Systems, the developer of M-Files document management software, said it has launched M-Files for Microsoft Dynamics CRM to help Dynamics CRM customers better manage, find, and track documents-something Dynamics CRM is not designed to do.

M-Files makes any document associated with a customer record instantly available to users of Dynamics CRM, according to officials. Using M-Files companies can tag any document to associate it with any customer or Dynamics object, so users can access the document from within Dynamics or directly from the M-Files vault via its Windows Explorer interface.

"In the case of CRM, interactions with customers or prospects are often centered on a document, such as a sales proposal, a contract or an invoice. This sort of ‘document-driven' interaction is very common, and since CRM systems are not designed to handle documents, this critical aspect of the process becomes cumbersome and inefficient, making using the CRM system far less productive than it could be," said Greg Milliken, general manager of Motive Systems, in a statement.

Key features offered by M-Files for Microsoft Dynamics CRM:

  • Replication of accounts, contacts and other objects from Dynamics to M-Files
  • Companies can access Dynamics data from within M-Files, and M-Files documents from within Dynamics
  • Fast, full-text searches on any tag or word contained in any document
  • Support for all file types and Windows applications using standard "File Open" and "Save" commands
  • Tag (attach) any M-Files document to any customer or product in Dynamic
  • Version history is automatically maintained for Dynamics objects as well as M-Files documents
  • Offline access ensures documents and ...

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Document Management Dynamics CRM
About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

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