
Deltek WorkBook
6.5#20 in capacity planning softwareAndroidiOSWebAPI
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| Fact | Deltek WorkBook | Microsoft Dynamics 365 Sales |
|---|---|---|
| Integrations | WorkBook connects with accounting platforms and project management systems and offers an API and integrations marketplace. | Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator. |
| Product | Deltek WorkBook is a cloud-based agency management platform combining project management, resource planning, and financial management. | Dynamics 365 Sales is a CRM solution that helps sales teams close deals and improve team productivity. |
| Security | Deltek says its cloud is protected 24x7x365 and that it uses monitoring capabilities and safeguards for continuous data protection. | Sales data is stored in Dataverse and, for certain features, Azure resources; Microsoft says the data can be protected with Customer Lockbox and encrypted with customer-managed keys, with conversation intelligence exceptions. |
WorkBook suits marketing, advertising, and creative agencies of any size that need project, staffing, and financial management together. It also fits teams using web, mobile, or API access.
You want what its maker publishes above — check its page for the details.