[ Microso... Reviews ](https://www.g2.com/products/microsoft365/reviews) [ Microso... Reviews ](https://www.g2.com/products/microsoft365/reviews) # Microsoft 365 Features ##### ## File Management (6) Device Syncing Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on Web Interface Ability to access documents via a web interface without a client being installed on a device File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Search Can easily find files via a simple and/or advanced search Mobile Apps iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC Video Support Supports various video file formats Show More ##### ## Collaboration (13) File following Allows users to receive updates when files have been updated, added, deleted or moved. File Sharing Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. Simultaneously Editing Users can work simultaneously on files. Change Tracking / Audit Logs Provides an audit log of changes and enables users to revert to a specific version Activity Tracking Track and document all activities across devices, networks, and other systems Progress Tracking Reporting on how each user, task or process has advanced since its initiation Screen Sharing Digitally share screen view with others Real Time Editing Preview and make real-time changes in the web content Cloud collaboration Allow multiple users to collaborate within an application. Annotations Offer annotation and commenting tools within each application for collaborative communication. Simultaneously editing Users can work simultaneously on files. Multi-User Collaboration Allows multiple users to collaborate on a single document and see edits in real-time Real-Time Communication Allows users to communicate in real-time via chat and comments within the document Show More ##### ## Administration (20) User and Role Management Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. Policies and Controls Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. Device Management Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. Storage Limits Administer storage limits by user or group Storage Zones Choose data center your files should be stored at Security Stores and transfers files in secure environment Calendar Management Track and manage schedules and meetings via an integrated calendar File Management Create, save, and store files Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Workflow Management Create, design and manage workflows for repetitive tasks Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Email Management Manage, store and organize emails within the system or via third-party apps Version Control Track revisions and updates made to files and navigate between different versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Task Management Create, manage and track all task activities and progression Website Management Built-in website builder or integration with third-party site Secure Data Storage Securely stores data to prevent data loss or breaches Show More ##### ## Platform (4) Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage System of Record Integration Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint APIs Enables custom integration to external systems Show More ##### ## Business Instant Messaging (9) File Sharing Allows users to send and open various file types. Notifications Notifies users when they have been contacted or tagged. Search Message content search capability. Screen Sharing Digitally share screen view with others Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Application Software can be accessed through a downloadable mobile application. Web Application Software can be accessed through a downloadable desktop app or a cloud-based site. Third-Party Integrations Set up connections to third-party platforms to improve business processes Active Directory Integration Integrates with Active Directory Show More ##### ## Business Instant Messaging (4) Audio Conferencing Allows users to communicate via audio call. Video Conferencing Allows users to communicate via video call. Two-Way Audio & Video Presenter can see and hear participants and vice versa Conferencing Show More ##### ## Conferencing Options (6) Group Live Chat Provides a live chat feed during a screen sharing session. Audio Conferencing Allows users to communicate via audio channels. Video Conferencing Allows users to communicate via video channels. Video Streaming Allows users to view videos without downloading media files Two-Way Audio & Video Presenter can see and hear participants and vice versa Conferencing Show More ##### ## Presenter Tools (4) Live Preview Provides a live preview of what viewers are seeing in real-time. Notifications Blocker Blocks notifications from other applications from appearing during a screen sharing session. Remote Control Allows users to give audience members control of cursors or tools on the shared screen. Switch Presenter Allows presenters to relinguish presenter access to another user in a call. Show More ##### ## Application Tools (5) Password Protection Provides password protection to screen sharing sessions. Video Call Recording Record and playback video calls In-Browser Application Software is available within browsers. Screen Recording Record and save a video file of what is happening on a computer screen On-Demand Recording Record the audio of phone conversations for quality assurance purposes Show More ##### ## Platform Basics (3) Slide Design Provides a variety of slide design tools, such as animations, icons and transitions. Presenter Tools Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations. Auto Save Provides an autosave option to prevent file loss. Show More ##### ## Platform Content (7) Charts Gives users a variety of chart and graph options that can be editied within the presentation. Template Library Provides users with a pre-built library of useable slide templates. Template Creator Allows users to customize their own templates. Content Sharing Digitally share pre-made materials and self-created content with others Content Library Centralized repository to store content and assets Media Library Collection of images, videos and other digital content that can be used Screen Sharing Digitally share screen view with others Show More ##### ## Platform Additional Functionality (3) Messaging Contains in-application messaging abilities. Mobility Is accessible from a mobile device and by users on the go. Cloud Provides a cloud based version of the platform Show More ##### ## Inbox Tools (4) Unified Inbox Consolidates multiple email accounts into one viewable platform. Filters Allows users to filter their emails by sender, date received, opened, etc. Reminders Gives users reminders to send or reply to emails. Notifications Provides notifications when users receive new emails. Show More ##### ## Coordination Tools (3) Calendar Provides a native calendar. Contacts Provides a native contact book. Task Management Offers built-in task creation and assignment functionality. Show More ##### ## Software Options (2) Desktop Application Software available as a downloadable desktop application. Mobile Application Software available as a mobile application. Show More ##### ## Calculating (2) Functions Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets. Auto Recalculation Recalculates values within cells automatically when function changes occur. Show More ##### ## Insights (2) Charts and Graphs Takes data and turns it into insightful visualizations in the form of charts, diagrams, graphs that are adjustable. Tables Lets users organize data into standard tables or pivot tables for additional mathematical insights. Show More ##### ## Editing (4) Templates Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts. Collaborative Editing Allows multiple users to work within the same spreadsheet and see edits in real-time. Filtering Allows users to filter data sets depending on what they want to see or hide. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Functionality (4) Addons Lets users download and store addons that further expand the functionality and features within the spreadsheet. Multi Device Functionality Access spreadsheets with multiple devices such as mobile or desktop. Importing and Exporting Allows seamless importing and exporting features into other spreadsheet software or document creation software. Autosave Provides the ability to periodically saves a user's spreadsheet automatically. Show More ##### ## Applications (3) Basic applications Provides cloud or on-premise access to basic Office Suite applications such as document creation software, spreadsheets software, and presentation software. Suite access Requires either a subscription, one-time payment, or free access to the suite. Templates Offer pre-built or customizable templates within each application. Show More ##### ## Management (3) Web Interface Provides access to documents via a web interface. File Type Support Allows users to save files under a variety of file types, such as doc, xls, and PDF. Auto save Autosaves files for users automatically. Show More ##### ## Collaboration Tools (8) Screen Sharing Able to share your desktop screen or an application with the rest of the conference. Presentations Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference. Whiteboarding Provides a virtual whiteboard for collaborative use. Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Hand Raising Allows conference participants to notifiy conference hosts when they want to speak. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Private Chat Send messages to selected individual(s) from the entire audience Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Show More ##### ## Meeting Coordination (9) Scheduling Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software. Video Call Recording Record and playback video calls Participant Permissions The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group. One-Click Join Allows users to join a conference without requiring a download or a sign-in Video Streaming Allows users to view videos without downloading media files On-Demand Recording Record the audio of phone conversations for quality assurance purposes Call Recording Record the audio of phone conversations for quality assurance purposes Call Recording Record the audio of phone conversations for quality assurance purposes Event Scheduling Plan an event's time and location Show More ##### ## Software Type (3) Mobile Offers a mobile app or mobile optimized website to video conference from smartphones or tablets. Browser Application Conferences can be launched within a browser without requiring a user to download an application to their desktop. Desktop Application Software is available as a downloadable desktop application. Show More ##### ## Survey Management (7) Survey Builder Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Templates Offers pre-built templates for creating surveys with different audiences or use cases Survey Distribution Provides tools for distributing surveys through email, SMS, social media, etc. Mobile Survey Distribute a survey via mobile devices Site Intercept Survey Survey popup over a webpage to specific users based on their behavior Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Show More ##### ## Survey Customization (4) Question Branching Survey design technique that directs respondents to different questions based on their previous answers Branding Allows users to customize survey colors, logos, and URLs to match company branding Multimedia Support Ability to embed videos, photos, or other rich media Multilingual Surveys Allows for creation of surveys in different languages and advanced survey translation Show More ##### ## Survey Insights (9) Reporting & Analytics Provides tools to visualize and analyze data BI Tools Integration Allows integration with third -party reporting and business intelligence applications Data Exporting Allows users to export reports from the product into an .xsl, .csv, or .pdf file Permissions Allows administrators to set permissions on viewing, filtering, or sharing survey results Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Presentation Tools Share and present designs Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Real-Time Data Receive data and information in real time Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Show More ##### ## Calendar View (2) Multi-Calendar View Ability to view multiple calendars at once from within a single window Customizable Viewing Provides customizable viewing options (e.g., day, week, month, year) Show More ##### ## Shared Calendar (12) Calendar Collaboration Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.) Multiple Calendar Management Ability to manage multiple calendars at a time Event Calendar A list of events with their respective dates Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Event Management Schedule and manage the logistics of activities and other gatherings Email Management Manage, store and organize emails within the system or via third-party apps Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Attendance Management Manage attendance for classes, shifts, meetings, or events Booking Management Create, update, and manage bookings, itineraries, and reservations Timesheet Management Track the amount of time spent on a job or task Task Management Create, manage and track all task activities and progression Employee Management Track employee schedules, availability, and performance across projects and tasks Show More ##### ## Accessibility (2) Screen Reader Compatibility Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings Keyboard Shortcuts Calendar functions can be carried out with the use of keyboard shortcuts Show More ##### ## Integration (5) Sync Multiple Calendars The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar) Import Events Ability to import events from an existing account or another calendar Software Integrations Integrates an existing calendar with another software application, such as Microsoft Teams or Slack Third-Party Integrations Set up connections to third-party platforms to improve business processes Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Notifications (10) Customized Calendar Notifications Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email) Location-Based Alerts Offers location-based alerts to assist with commuting to and from one location to another Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Alerts Notifications via mobile devices Confirmations & Reminders Ability to send confirmation and reminder emails & texts Appointment Follow-Up Ability to send automated follow-up emails/texts upon conclusion of appointment Scheduling Notifications Receive a notification whenever a customer schedules an appointment Recurring Appointments Schedule repeating appointments based on a duration of time Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Group Scheduling Automatically find mutually available meeting time slots across multiple calendars Show More ##### ## Settings (3) Time Zone Detection Automatically detects the time zone of both parties to avoid booking mistakes Availability Settings Ability to set preferred availability to ensure appointments are only booked during approved times Blocked Time Settings Ability to block off additional time between appointments for travel or preparation Show More ##### ## Personalization (2) Branding Personalize booking page with custom logos and colors to match branding Links Personalize a booking link to share with customers Show More ##### ## Integrations (10) Multi- Calendar Integration Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. Website Integration Provides the ability to be embedded into websites Payment Acceptance Integrates with payment processing software to accept payment from customers Video Conferencing Integrates with video conferencing tools to allow for virtual appointments Communication Integrates with SMS providers or instant messaging platforms to communicate directly with customers Microsoft Outlook Integration This software integrates with Microsoft Outlook. Gmail Integration This software integrates with Gmail. Apple Calendar Integration This software integrates with Apple Calendar. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Integrate & Embed (3) Calendar Integrates with calendars to link relevant documents for meetings or appointments Website Embeds live documents into websites Applications Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software Show More ##### ## Edit & Revise (3) Revision History Tracks changes made to documents and access all revision history Suggestion Mode When reviewing documents, provides suggestions that can be accepted or rejected by the document owner Document Editor Provides editing and proof-reading tools such as spell check and grammar check Show More ##### ## File Types (3) Export Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format Import Imports documents in multiple file formats for editing Web Publishing Transforms a document into a web page and publish to the internet Show More ##### ## Design (3) Graphics Ability to insert graphics, including photos, charts, drawings, graphs, etc. Templates Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc. Themes Offer various color themes which can be applied to the document Show More ##### ## Operating System (3) PC Operating System Supports Microsoft Windows operating system Mac Operating System Supports macOS operating system Linux Operating System Supports Linux operating system Show More ##### ## Sorting & Filtering (4) Attachment Search Enables users to search for specific email attachments. Tags Allows users to create and assign custom tags to emails. AI Sorting Automatically sorts mail into untuitive categories and/or folders. Predefined Rules Allows users to set up predefined rules to automatically sort incoming mail. Show More ##### ## Time Management (3) Unified Inbox Provide a unified inbox to manage multiple accounts at once. Email Automation Provide the ability to automatically send recurring emails. Snooze Provide a feature to snooze, or defer, non-urgent emails. Show More ##### ## Generative AI (28) AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Generation Allows users to generate text based on a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text-to-Video Provides the ability to generate video from a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Music Produces music based on provided style or parameters. AI Text-to-Speech Simulates human-like speech from text inputs. AI Text-to-Image Provides the ability to generate images from a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Two-Way Audio & Video Presenter can see and hear participants and vice versa Show More ##### ## Generative AI - Business Instant Messaging (1) Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## AI - Business Instant Messaging (5) AI Powered Search Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms. Smart Notifications Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work. AI Powered Language Translation Uses AI-powered language translation tools to translate messages in real-time. Content Generation Creates, assists, or automates the generation of text-based content within the platform. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Cloud Content Collaboration (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Business Instant Messaging (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Video Conferencing (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Survey (4) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Show More ##### ## Agentic AI - Calendar (2) Cross-system Integration Works across multiple software systems or databases Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Office Suites (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Document Creation (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Online Appointment Scheduling (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Screen Sharing (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Email Client - Agentic AI (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Email Management (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Additional Functionality (401) Video Support Supports various video file formats AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Attendance Management Manage attendance for classes, shifts, meetings, or events Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Single Sign On Allow users to access multiple services after entering their login credentials once Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Calendar Management Track and manage schedules and meetings via an integrated calendar Transcripts/Chat History View messages sent by both parties during the chat conversation Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Security Protect sensitive data for digital privacy Document Storage Store and organize documents in a centralized system Document Management Store, manage, and track all electronic documents in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Branding Add customized logos and colors to align with company branding Two-Way Audio & Video Presenter can see and hear participants and vice versa Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Conferencing Breakout Rooms Sub-room created within virtual meeting/class Third-Party Integrations Set up connections to third-party platforms to improve business processes API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Chat/Messaging Communicate using direct chat or messages within the system Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Surveys & Feedback Gauge satisfaction and receive information for improvement and success Mobile Access Access software remotely via mobile devices Video Conferencing Connect with meeting participants remotely over video User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access File Transfer Move files across different systems or networks Email Reminders Reminders sent via email Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Microsoft Outlook Integration CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Auto Framing Detect speech to highlight frame subjects On-Demand Webcasting An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience Automatic Transcription Use AI to convert voice into text automatically Two Way Audio & Video Presenter can see and hear participants and vice versa. User Profiles Profiles of users providing basic information Video Management Store and manage online video content Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Event Management Schedule and manage the logistics of activities and other gatherings Brand Management The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience. HD Audio/Video High-definition audio and/or video capabilities Presentation Tools Share and present designs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Host Controls Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Phone Polling Survey or poll in which voice broadcast recipients can communicate responses via the phone Online Polling Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page Support Audio/Images/Video Allow media to be embedded in the question or answer options Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Data Visualization Graphical representation of data Survey/Poll Management Create and administer polls and surveys Generative AI Use AI to generate content in the form of text, images, videos, etc. Word Clouds Visual representations of words that give greater prominence to words that appear more frequently Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Fields Customize data fields to support various needs and use cases Template Management Create, save, and re-purpose templates for emails, forms, etc. Email Management Manage, store and organize emails within the system or via third-party apps Interactive Content Allow the audience to interact or engage with the content Q&A Management Allow users to collaborate and ask questions regarding folders and/or documents within the system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Activity Tracking Track and document all activities across devices, networks, and other systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service API Application programming interface that allows for integration with other systems/databases Data Cleansing Removes data that is incomplete, inaccurate, or irrelevant from a dataset Email Marketing Create and send email blasts/campaigns Data Security Protect sensitive data for digital privacy Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations URL Customization Modifying a website's URL to enhance readability, branding, or campaign alignment Question Piping Integration of respondents' answers from previous survey questions into subsequent questions or text Offline Response Collection Practice of collecting data and responses for market research/surveys without an internet connection Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities NPS Survey Structure Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Import/Export Import and export data to and from software applications Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) Customer Segmentation Process of dividing customers into groups based on common characteristics Response Quotas Limit the number of participants with certain characteristics you want to complete the survey Multi-Language Manage and support multiple languages Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Email Reminders Reminders sent via email Gamification Games or game-like elements to track progress and reward accomplishments Randomization Randomize the displayed order of questions and answer options Video Editing Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions Text Editing Edit text as needed Access Controls/Permissions Define levels of authorization for access to specific files or systems Commenting/Notes Leave comments and notes on documents for others to view Change Management Track and monitor efficient handling of all changes/transitions Data Visualization Graphical representation of data Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Content Import/Export Import or export content Data Import/Export Import and export data to and from software applications Training Management Track employee/learner's progression through training programs Audio File Management Supports audio files Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Image Editing Edit, touch up, and convert images for publishing Offline Editing Edit offline AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 3D Objects Input 3D objects Encryption Convert data into a code for security Audience Engagement Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A) Video Support Supports various video file formats Audio/Video Recording Record audio and/or video Version Control Track revisions and updates made to files and navigate between different versions Presenter View Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides. Digital Signage Digital displays use technologies such as LCD, LED, projection and e-paper Offline Presenting Present offline Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Mobile Access Access software remotely via mobile devices Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Updates Receive system updates as soon as any changes are made Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Playlist Management Create playlists of content and media types & manage the distribution of those playlists to display screens Video Conferencing Connect with meeting participants remotely over video Animation Ability to insert animations/transitions Template Management Create, save, and re-purpose templates for emails, forms, etc. Customizable Branding Add customized logos and colors to align with company branding Interactive Content Allow the audience to interact or engage with the content Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Document Storage Store and organize documents in a centralized system Chat/Messaging Communicate using direct chat or messages within the system File Transfer Move files across different systems or networks Third-Party Integrations Set up connections to third-party platforms to improve business processes Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet On-Demand Webcasting An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience Screen Capture Save a screenshot of your desktop as an image Calendar Management Track and manage schedules and meetings via an integrated calendar Multi-Participant Screen Sharing Allow several participants to share screens simultaneously Mobile Access Access software remotely via mobile devices Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals API Application programming interface that allows for integration with other systems/databases Calendar Sync Synchronize with other calendars to view mutual availability and schedules Surveys & Feedback Gauge satisfaction and receive information for improvement and success Customizable Branding Add customized logos and colors to align with company branding Email Reminders Reminders sent via email Desktop/Browser Sharing Share screens of either your computer's desktop or your browser tab with another computer Email Management Manage, store and organize emails within the system or via third-party apps Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Screen Mirroring Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience Annotations Highlight content and/or make notations about parts of content Generative AI Use AI to generate content in the form of text, images, videos, etc. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Targeted/Locked Screen Sharing Share only a specific tab on your desktop while continuing to work in other tabs without sharing them Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns File Management Create, save, and store files Mobile Screen Sharing Share screens from your tablet or smartphone Video Management Store and manage online video content User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Real Time Screen Sharing Share your screen with a third party to enable them to see what changes/actions are being performed as they happen CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Presenter Control Management Allow one presenter to pass control of the screen sharing to another participant Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Microsoft Outlook Integration SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Video Support Supports various video file formats Scheduling Plan availability and assign specific time slots for tasks and resources Access Controls/Permissions Define levels of authorization for access to specific files or systems Availability Indicator Indication whether a resource is available or protected from allocation @mentions An @mention is a way to tag or notify a specific person about a message/post Commenting/Notes Leave comments and notes on documents for others to view Reminders Timed notification for any upcoming task, deadline, appointment, or activity Progress Tracking Reporting on how each user, task or process has advanced since its initiation Single Sign On Allow users to access multiple services after entering their login credentials once Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Data Import/Export Import and export data to and from software applications Audio Calls Ability to make voice calls within the system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Forms Customize contracts and forms to collect specific information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Wait List Management Record, update and manage waiting lists Mobile Access Access software remotely via mobile devices Client Portal Private online space that lets businesses securely share documents and provide information access to clients Data Import/Export Import and export data to and from software applications Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Email Marketing Create and send email blasts/campaigns Client Management Manage contact details and communication with clients Employee Management Track employee schedules, availability, and performance across projects and tasks Client Database Electronic storage of stakeholder contact information Online Booking Book meetings and appointments through a website or digital platform Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns SMS Messaging Send messages via SMS Credit Card Processing Accept and process credit card transactions API Application programming interface that allows for integration with other systems/databases Multi-Location Manage and support multiple locations Email Management Manage, store and organize emails within the system or via third-party apps Customer History Access previous interactions or concerns to maintain customer relationships Calendar Management Track and manage schedules and meetings via an integrated calendar AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Address Book Stored list of contacts and groups Class Scheduling Schedule in-person or online classes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Email Reminders Reminders sent via email Scheduling Plan availability and assign specific time slots for tasks and resources Customizable Reports Alter the layout and content of reports Real-Time Reporting Active reporting of data and metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems SMS Messaging Send messages via SMS Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Task Scheduling Track and manage the scheduling of tasks Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Reminders Timed notification for any upcoming task, deadline, appointment, or activity Attendance Tracking Track the attendance of specific individuals or groups Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Branding Add customized logos and colors to align with company branding AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Room Booking Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held Real-Time Data Receive data and information in real time Electronic Payments Electronically collect payments for goods or services Customizable Forms Customize contracts and forms to collect specific information Calendar Sync Synchronize with other calendars to view mutual availability and schedules API Application programming interface that allows for integration with other systems/databases Customizable Fields Customize data fields to support various needs and use cases Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Color Codes/Icons A way to visually represent data where different categories of items are marked with different colors Event Scheduling Plan an event's time and location Real-Time Updates Receive system updates as soon as any changes are made Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Audio/Video Conferencing Audio/Video Conferencing Content Library Centralized repository to store content and assets Mobile Access Access software remotely via mobile devices Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users @mentions An @mention is a way to tag or notify a specific person about a message/post Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Commenting/Notes Leave comments and notes on documents for others to view Chat/Messaging Communicate using direct chat or messages within the system Configurable Workflow Configure existing workflows to meet your organization's needs Electronic Signature Digitally sign online documents Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Single Sign On Allow users to access multiple services after entering their login credentials once Task Planning Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Encryption Convert data into a code for security Access Controls/Permissions Define levels of authorization for access to specific files or systems Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Content Publishing Options Facilitates online authoring and publishing of the content Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Whitelisting/Blacklisting Control system access and/or deliverability for applications and email addresses Customizable Fields Customize data fields to support various needs and use cases Signature Management Add and maintain centralized email signature(s) across an organization Shared Inboxes An email inbox that can be accessed and managed by multiple individuals Email Distribution Prioritization Arrange tasks based on the level of priority or urgency Customizable Forms Customize contracts and forms to collect specific information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile App Access the system via a mobile application Routing Plan daily routes to optimize employee scheduling and provide directions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Inbox Management Organize, prioritize, and manage incoming communications Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Contact Management Manage, organize, and store contact information Email Marketing Create and send email blasts/campaigns Data Recovery Ability to restore deleted, hidden, or lost data from an email server/system Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Real-Time Monitoring Active monitoring of systems, applications, or networks Autoresponders Create and automatically send premade copy in response to customer messages Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service API Application programming interface that allows for integration with other systems/databases Real-Time Analytics Analyze and gain insights into data in real-time Customer Segmentation Process of dividing customers into groups based on common characteristics Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Support Ticket Management Allow customers/users to submit support queries and service requests Canned Responses Shortcuts for inputting frequently used messages Workflow Management Create, design and manage workflows for repetitive tasks Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Chat/Messaging Communicate using direct chat or messages within the system Response Management Planning and managing of resources and procedures to mitigate the impact of events and incidents Email Templates Pre-made examples and templates for emails Email Monitoring Ability to oversee and optimize the operations of a mail server Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Email Tracking Track delivered, received, and opened emails Access Controls/Permissions Define levels of authorization for access to specific files or systems Spam Blocker Filters used to determine different types of malware threats Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Reporting Active reporting of data and metrics Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Campaign Analytics Track and interpret campaign performance metrics Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Group Messaging Group messaging lets multiple people carry on a group conversation Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Mobile Access Access software remotely via mobile devices Rich Text Editor Input different types of content and edit text formats, fonts, font sizes, and colors Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Transcripts/Chat History View messages sent by both parties during the chat conversation Contact Management Manage, organize, and store contact information User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Message Recall Retrieve sent messages from mailboxes of recipients who haven't yet opened it Canned Responses Shortcuts for inputting frequently used messages Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Workflow Configuration Alter the default workflow to meet your organization's needs Single Sign On Allow users to access multiple services after entering their login credentials once Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Management Create, manage and track all task activities and progression Reminders Timed notification for any upcoming task, deadline, appointment, or activity Read Receipts Ability to see if recipient has viewed/opened the message @mentions An @mention is a way to tag or notify a specific person about a message/post API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Chat Engage in direct, instant messaging with customers, users, etc. SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Secure Data Storage Securely stores data to prevent data loss or breaches Activity Tracking Track and document all activities across devices, networks, and other systems Broadcast Messaging Notify large groups of people simultaneously about important updates. Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Commenting/Notes Leave comments and notes on documents for others to view Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository One-to-One Messaging Send personal messages to clients or attendees Event Calendar A list of events with their respective dates Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Updates Receive system updates as soon as any changes are made Employee Photos Store photos of employees Mobile Alerts Notifications via mobile devices Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Blogs Allows users to publish blogs on social site Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Reports Alter the layout and content of reports File Transfer Move files across different systems or networks Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Tracking Track and document all activities across devices, networks, and other systems Formula Management Manage and optimize formulas/recipes for specific requirements. Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat @mentions An @mention is a way to tag or notify a specific person about a message/post Workflow Management Create, design and manage workflows for repetitive tasks Real-Time Updates Receive system updates as soon as any changes are made Data Tabulation A systematic and logical representation of numeric data in rows and columns Multiple Projects Ability to handle several projects simultaneously Document Management Store, manage, and track all electronic documents in a centralized location Version Control Track revisions and updates made to files and navigate between different versions API Application programming interface that allows for integration with other systems/databases Multi-Language Manage and support multiple languages Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Full Text Search Search for specific words or phrases within a document or database Data Visualization Graphical representation of data Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Real-Time Data Receive data and information in real time Commenting/Notes Leave comments and notes on documents for others to view Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Data Import/Export Import and export data to and from software applications User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Third-Party Integrations Set up connections to third-party platforms to improve business processes Functions/Calculations Perform various mathematical calculations using the data What-if Analysis Provides varying estimates based on different scenarios Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Show More ## Top-Rated Alternatives [ ![Google Workspace](https://images.g2crowd.com/uploads/product/hd_favicon/16b55d7b1aa594a1a78d8ec91ebbca79/google-workspace.svg "Google Workspace") Google Workspace 4.6/5(48,171) ](https://www.g2.com/products/google-workspace/reviews) [ ![Zoom Workplace](https://images.g2crowd.com/uploads/product/hd_favicon/c7b3378ce337ba60fdf54bb51ab3eebf/zoom-workplace.svg "Zoom Workplace") Zoom Workplace 4.5/5(56,560) ](https://www.g2.com/products/zoom-workplace/reviews) [ ![ONLYOFFICE Workspace](https://images.g2crowd.com/uploads/product/hd_favicon/77ae2dd437001c33d9f015abaf851f7e/onlyoffice-workspace.svg "ONLYOFFICE Workspace") ONLYOFFICE Workspace 4.4/5(66) ](https://www.g2.com/products/onlyoffice-workspace/reviews) [ View All Alternatives ](https://www.g2.com/products/microsoft365/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. 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