With over 25 years of experience in Information Technology, Andreas Trefzer is a certified ICT Specialist. He holds certifications including ITIL V3 Foundation, Prince2 Practitioner, ISO/IEC 20000:2018, VMware VCP6 – Data Center Virtualization, Microsoft Certified Systems Engineer, Microsoft Azure Fundamentals, and M-Files Certified Solution Engineer. Prior to dbi services, he held senior delivery and service management roles at IBM Switzerland Ltd. and Kyndryl GmbH in Basel and Zurich, including leading the Microsoft Windows Server team for a global pharmaceutical client. His expertise mainly covers the pharmaceutical, industrial, and insurance sectors.
Recently, I decided to conduct an initial test involving a review in one of our test environments. The aim was twofold: to explore the new features and to verify the update process. You can read about my experience and the outcome in this blog post. In week 29 of 2026, M-Files released a new version of its widely known and…
In this blog post, I will outline the steps required to enable and configure the M-Files Outlook Pro add-in. This includes configuring Microsoft Outlook rules to automate email handling. It took me some time to configure the rules, as they were not working as I expected. I hope this blog helps others save time. Installation The installation is very straight…
Was sind Benachrichtigungen in M-Files In M-Files besteht die Möglichkeit, Benachrichtigungen, sogenannte Zuweisungen, auf Basis von Ereignissen zu automatisieren. Die M-Files Benutzer werden zum einen direkt in M-Files mittels Zuweisungen informiert und zum anderen per E-Mail. Derzeit wird empfohlen, die Benachrichtigungsregeln mit dem klassischen M-Files-Client zu konfigurieren, da dieser die detailliertesten Konfigurationsmöglichkeiten bietet. Benachrichtigungen erstellen Die Konfiguration kann durch Klicken…
This blog focuses on the integration of M-Files with Microsoft Teams. Please find below a brief overview of the installation and configuration requirements. The primary focus will be on the benefits it will bring to the user and on demonstrating how to work with the M-Files Teams integration. Requirements This list details the most important requirements. For a full list…
Should you be a Microsoft 365 subscriber who already owns a Microsoft Copilot licence, you may wish to consider connecting your M-Files Vault to benefit from the capabilities of Microsoft Copilot. M-Files offers a connector that can meet these needs. In this blog, we will examine the functionality it will provide and the steps required to enable it. Requirements In…
Following the announcement of the partnership between M-Files and Microsoft, they have confirmed the availability of native Microsoft Co-Authoring within the Microsoft 365 ecosystem. What means native and what is the differentiator to other ECM’s In this context, “native” means that documents stored in M-Files can be edited using the native capabilities of Microsoft 365, such as Co-Authoring. It is…
Chronoscan is a well known application to scan, split and extract metadata from documents. This is possible with traditional functionalities like Intelli-Tag from Chronoscan, which requires additional complex and sometimes time-consuming configuration. It also offers an AI implementation, which makes things much less complex and reduces implementation time considerably. In the last version that I reviewed and tested, I discovered…
This blog post provides an overview of the latest release of Outlook Pro from M-Files. It covers both the standard features and the enhancements in the new version. M-Files Outlook Pro is an M-Files integration for Microsoft Outlook within an M-Files Vault. It works with both the new Outlook Client and the Outlook Web-Client. To ensure backward compatibility, it is…
On the 1st of July 2025 M-Files and Microsoft announced their strategic partnership with the headline “M-Files and Microsoft Announce Strategic Partnership Revolutionising Document Management”I was wondering myself what does this will mean for us and a M-Files Partner and for our customers. What are the new features and benefits. In this blog article I will share the information and…
The June 2025 release of the M-Files Client is just around the corner, and as an M-Files partner, we have the opportunity to access the Early Access Release. As it rained heavily over the Whitsun holiday, I decided to spend some time installing the new version and exploring its features and improvements.A quick look at the release notes revealed that…
The last day of the M-Files IMPACT Global Conference 2025 was dedicated to M-Files partners only. Throughout the day, M-Files shared partner-specific information and hot news. Below is a summary of the main topics. Keynote In the Keynote session they emphasised their continuous support of the partner network. In addition to that, they shared the financial results of the partners…
The second day of the M-Files IMPACT Global Conference 2025 commenced at 9 am with a keynote session. On this occasion, the key note was entitled ‘Unlocking the Future of Business. The Future of AI: Unlocking New Opportunities and Navigating the Challenges Ahead’The importance of AINO was emphasised, especially the automatic filling of metadata. Keynote Alan Pelz-Sharpe from Deep Analytics…
