Microsoft Word – Integration Setup

As a first step; you must first obtain and install the Word Integration. Thereafter; to start using the Word Add-in to retrieve records from your Maximizer CRM web access sessions; validate the Word Add-in with your Maximizer CRM setup. Finally;  select a Maximizer List; and a module from which you can retrieve records and merge them into your Word document. This is because the Word Integration no longer uses ActiveX controls of Internet Explorer. To be able to interact with your Address Book; Opportunities; and Case records; you must therefore specify a list. 

If you have both the Outlook Add-in as well as the Word Add-in already installed; you must also upgrade the Outlook Add-in at the time of upgrading the existing Word Add-in to the new version of the Word Add-in.

Step I: Obtain and install the Word integration

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

Step II: Validate with Maximizer CRM

1. Open Microsoft Word.
   

   If this is the first time you open Microsoft word after installing the Word Add-in; the authentication window will appear automatically. If you want to validate the Word Add-in again; perform step 2.

2. (For subsequent validation only) Go to the Maximizer tab and click Re-Authenticate.
   --OR--Relaunch the Word Add-in. The authentication window appears.

3. Log in to your account:
   1. Enter your Maximizer account URL and click Next. Example URLs are as follows:
      • Cloud: {caw|ukw}.maximizercrmlive.com/{AccountName}
      • On-Premise: www.{yourmaximizerdomain}.com/maximizerwebaccess
   2. If you have not set up SSO for your Maximizer setup; enter your username and password.
      

      If you have an On-premise setup; select your Address Book before entering your credentials. The address book appears under the Log in to list.

   3. If you have implemented SSO using SAML; the authentication window automatically directs you to your IDP provider.
   4. Click Finish to complete the validation.

Step III: Select a Maximizer List

1. Check the Maximizer CRM setup and the user account used to validate the Word Add-in:
   1. Open Microsoft Word.
   2. In the menu bar; select the Maximizer tab; and click Maximizer Info.
      
   3. On the Maximizer CRM Connection window that appears; click the Details tab.
      
   4. Under Connection; check Web Access URL; User ID; Address Book; and API URL that you used to validate the Word Integration.
   5. Under Current List Details; you will be able to identify the browser tab that you are currently using; the number of Selected Entries; the last time the Word Add-in retrieved details from Maximizer CRM; as well as Module.
   6. Click Refresh to retrieve the latest Connection and the Current List Details information.
2. To set a list; in Select Maximizer List under Maximizer Lists; perform either step 3 or step 4. This is the list that will be associated with the Word Add-in.
   

   If you have only a single Maximizer tab open; then the Word Add-in will automatically set the Maximizer List to the latest browser tab you are working on.

3. If you have multiple Maximizer tabs running on different browsers or on multiple machines and you know which list you want to associate with the Word Add-in; expand Select Maximizer List; and select the appropriate one.
4. If you do not know the list you want to associate with the Word Add-in; use the Maximizer CRM Web session to determine the Word Add-in:
   1. In the current Maximizer CRM menu; hover over the Word icon.
      
   2. Use the hint to determine the session to be used with the Word Add-in.
   3. Use the string to identify the current Maximizer CRM list; and set it in the Word Add-in. In this example; the string “3u3zs” is used to uniquely identify the Maximizer CRM session.
      
   4. On the Maximizer CRM Connection window; validate Select Maximizer List. In this example; this string appears as “3u3zs-Chrome”.
      

1. Select a module that you intend to work with in the Select Module list.
2. Click Use This List. The Word Integration will use this list to access the records and populate the merge fields in your Word document.