{"id":45425,"date":"2026-06-30T18:04:00","date_gmt":"2026-06-30T16:04:00","guid":{"rendered":"https:\/\/www.dbi-services.com\/blog\/?p=45425"},"modified":"2026-06-30T09:06:28","modified_gmt":"2026-06-30T07:06:28","slug":"m-files-outlook-pro-add-in-configuration","status":"publish","type":"post","link":"https:\/\/www.dbi-services.com\/blog\/m-files-outlook-pro-add-in-configuration\/","title":{"rendered":"M-Files Outlook Pro add-in configuration"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h2 id=\"h-installation\" class=\"wp-block-heading\">Installation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The installation is very straight forward and well documented, it can take some time for the creation of the necessary self signed certificated for the Microsoft Azure Application. In addition, you must ensure that you have management access to the Microsoft Azure Admin Centre or an admin aside to perform the required steps<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I will. not go through each step in detail, but I will highlight important steps from my point of view. The step by step documentation can be found on the <a href=\"https:\/\/catalog.m-files.com\/shop\/m-files-for-outlook-pro\/\" data-type=\"link\" data-id=\"https:\/\/catalog.m-files.com\/shop\/m-files-for-outlook-pro\/\" target=\"_blank\" rel=\"noreferrer noopener\">M-Files web page for Integrations M-Files for Outlook Pro\/Lite<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span style=\"text-decoration: underline\">Important steps:<\/span><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Allow third-party cookies for Outlook Web.<br>https:\/\/[*.]office365.com<br>https:\/\/[*.]office.com<\/li>\n\n\n\n<li>Ensure that the lins below not blocked by the firewall.<br><a href=\"https:\/\/mfnewoutlookaddinprod.m-files.com\">https:\/\/mfnewoutlookaddinprod.m-files.com <\/a><br><a href=\"https:\/\/login.microsoftonline.com\/common\">https:\/\/login.microsoftonline.com\/common <\/a><br><a href=\"https:\/\/login.m-files.com\/\">https:\/\/login.m-files.com\/<\/a><\/li>\n\n\n\n<li>Create a self signed certificate and convert them to be able to configure the M-Files Vault Application.<\/li>\n\n\n\n<li>Create and configure the Application in Azure, according the M-Files documentation.<\/li>\n\n\n\n<li>Installation and configure the M-Files Vault Application, just follow the M-Files documnetation.<\/li>\n\n\n\n<li>Install or deploy the M-Files for Outlook add-in. It is a certified Microsoft application. It can be installed individually or deployed to a specific group of users. This is the standard Microsoft process.<br><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><span style=\"text-decoration: underline\">Create a self signed certificate for use in a cloud setup <\/span><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open PowerShell with administrative access and use the command below.<\/p>\n\n\n\n<pre class=\"wp-block-code has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-993212c8ced4a58198a258f4546fb223\"><code>$certname = \"{certificateName}\"    ## Replace {certificateName}\n$cert = New-SelfSignedCertificate -Subject \"CN=$certname\" -CertStoreLocation \"Cert:\\CurrentUser\\My\" -KeyExportPolicy Exportable -KeySpec Signature -KeyLength 2048 -KeyAlgorithm RSA -HashAlgorithm SHA256\n\nExport-Certificate -Cert $cert -FilePath \"C:\\Users\\admin\\Desktop\\$certname.cer\"   ## Specify your preferred location\n\n$mypwd = ConvertTo-SecureString -String \"{myPassword}\" -Force -AsPlainText  ## Replace {myPassword}\n\nExport-PfxCertificate -Cert $cert -FilePath \"C:\\Users\\admin\\Desktop\\$certname.pfx\" -Password $mypwd   ## Specify your preferred location<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">In case you get an execution error from PowerShell, you can use the command below to allow the execution<\/p>\n\n\n\n<pre class=\"wp-block-code has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-e819ee148d2e9cc1a1af76cabdf67a72\"><code>Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Force<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">If everything worked as expected you have files as in the example below.<\/p>\n\n\n\n<pre class=\"wp-block-code has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-043aaeae0c63f259e1bce9223ca937a6\"><code>Mode                 LastWriteTime         Length Name\n----                 -------------         ------ ----\n-a----        29\/06\/2026     08:18            772 testcert.cer\n-a----        29\/06\/2026     08:20           2644 testcert.pfx<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">To convert the certificates, you will need to use OpenSSH and Cygwin. M-Files strongly recommends using Cygwin. I encountered issues when I did not use Cygwin and it did not work.<br>Conversion is required in order to configure the certificate within the M-Files Vault application.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After the installation of <a href=\"https:\/\/www.cygwin.com\" id=\"https:\/\/www.cygwin.com\">Cygwin<\/a> the command below must be executed in a Cygwin command window.<\/p>\n\n\n\n<pre class=\"wp-block-code has-white-color has-black-background-color has-text-color has-background has-link-color wp-elements-72b175285d06ceb86e15f5c96e94f249\"><code>openssl pkcs12 -in MyCert.pfx -out MyCert.pem -nokeys<br><br>openssl pkcs12 -in MyCert.pfx -out MyCert.key -nocerts<br><br>openssl rsa -in MyCert.key -out MyCert_encrypted.key -aes256<\/code><\/pre>\n\n\n\n<h2 id=\"h-configure-the-outlook-and-m-files-rules\" class=\"wp-block-heading\">Configure the Outlook and M-Files rules<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-configure-the-outlook-and-m-files-rules\">You can use the Outlook and M-Files rules to automatically save received emails to the M-Files system. It is important to understand how each rule works within the M-Files Outlook add-in. This differs from creating an object in M-Files, where the workflow and required state must be explicitly defined.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the M-Files Outlook Add-In in Outlook and navigate to &#8220;Manage folder rules.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"658\" height=\"504\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-50.png\" alt=\"M-Fikles Outlook add-in rule\" class=\"wp-image-45459\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-50.png 658w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-50-300x230.png 300w\" sizes=\"auto, (max-width: 658px) 100vw, 658px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"647\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-52-1024x647.png\" alt=\"Outlook rule\" class=\"wp-image-45461\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-52-1024x647.png 1024w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-52-300x190.png 300w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-52-768x486.png 768w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-52-1536x971.png 1536w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-52.png 1762w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The screenshot below shows the configuration of the Outlook folder &#8220;Firma A &#8211; Projekt A&#8221;, which will be imported automatically and assigned to the M-Files class &#8216;Email Import&#8217;. Additionally, the &#8220;Email Import Validation&#8221; workflow with the state &#8220;Import pr\u00fcfen&#8221; is assigned.<br>If the workflow is not defined in the rule, it will not be assigned as expected. As we know, when a new object is created in M-Files, the workflow of the class is used automatically.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"594\" height=\"1024\" src=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-51-594x1024.png\" alt=\"\" class=\"wp-image-45460\" srcset=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-51-594x1024.png 594w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-51-174x300.png 174w, https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-51.png 640w\" sizes=\"auto, (max-width: 594px) 100vw, 594px\" \/><\/figure>\n\n\n\n<h2 id=\"h-conclusion\" class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In order to automate the process of moving incoming emails into M-Files, two steps are required. First, define the usual Outlook rule, then create a rule in the M-Files Outlook add-in, as explained above.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don&#8217;t hesitate to get in touch with <a href=\"https:\/\/www.dbi-services.com\" id=\"https:\/\/www.dbi-services.com\" target=\"_blank\" rel=\"noreferrer noopener\">u<\/a><a href=\"https:\/\/www.dbi-services.com\" id=\"https:\/\/www.dbi-services.com\">s<\/a> or directly with<a href=\"https:\/\/www.linkedin.com\/in\/andreas-trefzer-120282b\/\"> me<\/a><a href=\"https:\/\/www.linkedin.com\/in\/andreas-trefzer-120282b\/\" target=\"_blank\" rel=\"noreferrer noopener\"> <\/a>if you have any more questions or need support with implementation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":88,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[525,1],"tags":[3190,49],"type_dbi":[3238,3055,4140],"class_list":["post-45425","post","type-post","status-publish","format-standard","hentry","category-enterprise-content-management","category-non-classifiee","tag-m-files","tag-microsoft","type-m-files","type-microsoft","type-outlook"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>M-Files Outlook Pro add-in configuration - dbi Blog<\/title>\n<meta name=\"description\" content=\"M-Files Outlook add-in\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dbi-services.com\/blog\/m-files-outlook-pro-add-in-configuration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"M-Files Outlook Pro add-in configuration\" \/>\n<meta property=\"og:description\" content=\"M-Files Outlook add-in\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.dbi-services.com\/blog\/m-files-outlook-pro-add-in-configuration\/\" \/>\n<meta property=\"og:site_name\" content=\"dbi Blog\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-30T16:04:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.dbi-services.com\/blog\/wp-content\/uploads\/sites\/2\/2026\/06\/image-50.png\" \/>\n\t<meta property=\"og:image:width\" content=\"658\" \/>\n\t<meta property=\"og:image:height\" content=\"504\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Andreas Trefzer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Andreas Trefzer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/\"},\"author\":{\"name\":\"Andreas Trefzer\",\"@id\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/#\\\/schema\\\/person\\\/9b30a20c9bd5481ae107999c48ef66a0\"},\"headline\":\"M-Files Outlook Pro add-in configuration\",\"datePublished\":\"2026-06-30T16:04:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/\"},\"wordCount\":581,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2026\\\/06\\\/image-50.png\",\"keywords\":[\"M-Files\",\"Microsoft\"],\"articleSection\":[\"Enterprise content management\",\"Non classifi\u00e9(e)\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/\",\"url\":\"https:\\\/\\\/www.dbi-services.com\\\/blog\\\/m-files-outlook-pro-add-in-configuration\\\/\",\"name\":\"M-Files Outlook Pro add-in configuration - 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