Get the Maximizer CRM Messaging Extension build files
- Go to App Directory Maximizer CRM Messaging Extension Get it Now and download the Maximizer CRM Messaging Extension build files. The download folder contains the following files:
Create the Maximizer CRM Messaging Extension
- Log in to Microsoft Teams as an administrator.
- In the left pane; click Apps.
- Search and install Developer Portal.
- Under the Tools tab; select Bot management.
- Click New Bot.
- Enter a bot name; example; Maximizer CRM DB Name.
- In the Bot management window; provide the endpoint address in the following format:
https://{domain}/{appname}/api/messages
- Click Save.
- Copy the Bot ID you created and save it in a text file.
- In the download package in the Manifest folder; you will find manifest.json zip files for the following editions:
- Maximizer CRM
- Maximizer CRM Financial Advisor
- Unzip the manifest.json zip file for the edition of your choice; which is Maximizer CRM in this case. The folder contains the following files:
- color.png
- manifest.JSON
- outline.png
- Edit the manifest.JSON file:
- Change the botId to the value from step 9.
- Generate a new Globally Unique ID (GUID) and use it to replace the id parameter in the Manifest.JSON file. You can use the following websites to generate a GUID:
- https://www.uuidgenerator.net/guid
- https://www.guidgenerator.com/online-guid-generator.aspx
- Assign one of these values to the validDomains property:
- Save your changes.
- Change the botId to the value from step 9.
- Zip the 3 files -- color.png; outline.png and manifest.json -- and save this file as myManifest.zip.
Upload the Maximizer CRM Messaging Extension app
- In Microsoft Teams; click Manage your apps.
- Click Upload a custom app.
-- OR --
Click Upload an app to your org’s app catalog.
-- OR --
Click Upload an app to your org.
The Upload an app to your org’s app catalog and Upload an app to your org options are available only if you log in to Microsoft Teams as an administrator. - Browse to the location where you saved the myManifest.zip file; and select this file. The new Maximizer CRM Extension is available in the Microsoft Teams Store.
Add the Maximizer CRM Extension to Microsoft Teams
- In Microsoft Teams; click Apps in the left pane.
- In the search bar; type “Maximizer”; and click the Maximizer CRM Messaging Extension App.
- Click Add to add the Maximizer CRM Messaging Extension.
You can now use the Maximizer CRM Messaging Extension to search for Maximizer CRM data and share this data with your team members.