AI tagging & summaries
Uploads are auto-tagged and summarised so every document is findable from day one — no manual metadata wrangling.
File management, your way.
FileWise365 streamlines document management across your Microsoft ecosystem — making files easier to manage, share and access while keeping your data securely within your tenant.
- Your tenant, your data
- AI tagging & summaries
- F&O native
Native to your Microsoft stack
SharePointPower PlatformFinance & OpsTeamsOutlook
Features
Everything your team needs.
Search the way you think
Mix and match tags, titles, file names, or AI summaries. From quick lookups to advanced combinations.
Document workflows
Manage your documents using workflows and approvals.
Your tenant, your data
Everything stays inside your Microsoft 365 tenant. Granular access, audit trails, and full ownership.
Use it on any device
The FileWise365 canvas app runs on phone, tablet, and desktop — so you can capture, file, and find documents wherever you are.
Microsoft ecosystem ready
Works natively with Teams, Outlook, and Dynamics 365 F&O — no context switching, no new logins.
Core technologies
Built on the stack you already trust.
No new silos. FileWise365 sits inside your Microsoft 365 estate and lets the best parts of it shine.
Dataverse
Structured, secure metadata storage.
Team based file access.
SharePoint
Cost-effective, governed file storage.
Power Platform
Rapid builds and seamless flows.
Your Microsoft ecosystem
Works where you already work.
FileWise365 plugs into the Microsoft tools your team uses every day — no context switching, no new logins.
Outlook
Save emails and attachments straight from your inbox into FileWise365 — no more lost threads.
Teams
Drop files in a chat and they land in your inbox, ready to tag and file when you are.
Dynamics 365 F&O
Upload, manage and retrieve documents natively inside Finance & Operations — fields pulled in automatically.
PowerApp
Use the FileWise365 canvas app on any device — phone, tablet, or desktop.
See it in action
Watch how it works across your Microsoft tools.
Short demos of FileWise365 in the places your team already spends their time.
Teams
Upload from Teams
Drop a file into a Teams chat and FileWise365 sends it straight to your inbox — ready to tag, categorise, and file when it suits you.
D365FO
Attach from Finance & Operations
Add documents directly from a D365 F&O record. Context and fields are pulled in automatically so tagging is always consistent.
Outlook
Save from Outlook
Upload emails and documents right from Outlook and let AI tag and summarise them for you. Making both the document and its content easily accessible.
Ready to get your ducks files in a row?
See how FileWise365 takes your file management to the next level!
