Microsoft 365 Features
File Management (5)
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
Collaboration (9)
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
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
Administration (6)
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
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
Business Instant Messaging (6)
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.
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.
Integrations
Application integrates with other outside software.
Business Instant Messaging (2)
Audio Conferencing
Allows users to communicate via audio call.
Video Conferencing
Allows users to communicate via video call.
Conferencing Options (3)
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.
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.
Application Tools (3)
Password Protection
Provides password protection to screen sharing sessions.
Recording
Allows users to record screen sharing sessions for later review.
In-Browser Application
Software is available within browsers.
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.
Platform Content (4)
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.
File Sharing
Provides robust sharing options.
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
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.
Coordination Tools (3)
Calendar
Provides a native calendar.
Contacts
Provides a native contact book.
Task Management
Offers built-in task creation and assignment functionality.
Software Options (2)
Desktop Application
Software available as a downloadable desktop application.
Mobile Application
Software available as a mobile application.
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.
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.
Editing (3)
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.
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.
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.
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.
Collaboration Tools (5)
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.
Live Chat
Conferences have a text chat feature.
Hand Raising
Allows conference participants to notifiy conference hosts when they want to speak.
Meeting Coordination (4)
Scheduling
Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.
Recording
Conferences can be recorded for future use with native functionality.
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
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.
Survey Management (4)
Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
Question Types
Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings
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.
Survey Customization (4)
Branching/Skip Logic
Helps create more intelligent surveys based on respondent's actions and 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
Survey Insights (4)
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
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)
Shared Calendar (2)
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
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
Integration (3)
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
Notifications (5)
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
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
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
Personalization (2)
Branding
Personalize booking page with custom logos and colors to match branding
Links
Personalize a booking link to share with customers
Integrations (8)
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.
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
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
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
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
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
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.
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.
Generative AI (23)
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 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.
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 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 - Business Instant Messaging (1)
Text Summarization
Condenses long documents or text into a brief summary.
AI - Business Instant Messaging (4)
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.
Agentic AI - Cloud Content Collaboration (3)
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
Agentic AI - Business Instant Messaging (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
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
Agentic AI - Survey (3)
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
Agentic AI - Calendar (1)
Cross-system Integration
Works across multiple software systems or databases
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
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
Agentic AI - Screen Sharing (1)
Decision Making
Makes informed choices based on available data and objectives
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
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
Technology Glossary Features
View definitions of the features and discover new technology terms.
Business instant messaging software works as a communication platform for companies via a text-based messaging application. Learn how these products ease internal business communication among employees.
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