Word Integration – Install and Connect (Cloud & On-Premise)

Setting up Word Integration takes three steps:

1. Install the Word add-in
2. Connect the add-in to Maximizer
3. Select a Maximizer list

The add-in reads records from a Maximizer list open in your browser, so you choose a list and module before merging Address Book, Opportunity, or Case records into Word.

Note: If you have both the Outlook add-in and the Word add-in installed, upgrade the Outlook add-in at the same time you upgrade the Word add-in.

Step 1: Install the Word add-in

1. Log in to Maximizer CRM.
2. Go to App Directory > Microsoft Word > Get it Now.
3. Open the downloaded file, click Run, and follow the installation wizard.

Step 2: Connect the add-in to Maximizer

1. Open Microsoft Word.
   • The first time you open Word after installing the add-in, the authentication window appears automatically.
   • To reconnect later, go to the Maximizer tab and click Re-Authenticate, or relaunch the Word add-in.

2. Enter your Maximizer account URL and click Next:

   Deployment	URL format
   Cloud	{caw|ukw}.maximizercrmlive.com/{AccountName}
   On-Premise	www.{yourmaximizerdomain}.com/maximizerwebaccess

3. Sign in:
   • On-Premise only: first select your Address Book from the Log in to list.
   • Without SSO: enter your username and password.
   • With SAML SSO: you're redirected to your identity provider automatically.
4. Click Finish.

Step 3: Select a Maximizer list

1. In Word, go to the Maximizer tab and click Maximizer Info.

   

2. In the Maximizer CRM Connection window, click the Details tab.

   

   • Connection shows the Web Access URL, User ID, Address Book, and API URL used to connect.
   • Current List Details shows the browser tab in use, the number of selected entries, the module, and when the add-in last retrieved data.
   • Click Refresh to update this information.
3. Under Maximizer Lists, set the list the add-in should use:
   • One Maximizer tab open: the add-in uses that tab automatically.
   • Several tabs, browsers, or computers: expand Select Maximizer List and choose the right one.
4. If you're not sure which list to choose, identify the session in Maximizer:

   1. In the Maximizer menu, hover over the Word icon.

      

   2. Note the session string in the tooltip (for example, 3u3zs).

      

   3. In Select Maximizer List, choose the matching entry (for example, 3u3zs-Chrome).

      

5. In Select Module, choose the module to work with.

6. Click Use This List. The table previews the records you selected in the browser.

   

Tips

• You can switch lists and modules at any time to merge different records.
• Clicking the Word icon in a Maximizer module opens a new Word document already linked to that browser tab and module.

Note: On-Premise versions earlier than 2021 R2 use a legacy add-in that only works with Internet Explorer (or Microsoft Edge in Internet Explorer mode). Version 2021 R2 and later, and Maximizer Cloud, work with any browser. We recommend upgrading.

Related articles

• Word Integration – Overview (Cloud & On-Premise)
• Word Integration – Insert and Format Merge Fields (Cloud & On-Premise)
• Word Integration – Create, Open, and Update Document Templates (Cloud & On-Premise)
• Word Integration – Preview, Print, and Save Merged Documents (Cloud & On-Premise)
• Word Integration – Create Envelopes and Mailing Labels (Cloud & On-Premise)
• Word Integration – Troubleshooting (Cloud & On-Premise)

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