Microsoft Outlook Integration – Overview (Maximizer CRM app for Outlook)

Install in one click from the Microsoft Store

Key features

Maximizer's integration for Microsoft Outlook offers the following key features: 

• Create contacts, leads or companies in Maximizer directly from Outlook email messages 
• Save email messages to corresponding Maximizer Address Book entries
• Create tasks in Maximizer without leaving Outlook 
• Generate appointments; call interactions and notes in Maximizer based on Outlook emails 
• Create opportunities in Maximizer directly from Outlook email messages
• Create personal tasks based on the emails 
• Search for and add Maximizer Address Book entries as recipients of outgoing emails in Outlook 
• Access current information of upcoming activities within Outlook 
• View a timeline of historical events for contacts and Leads in Outlook 
• Retrieve up-to-date details on your customers and prospects directly in Outlook 
• See opportunity totals for active and won deals related to contacts within Outlook

Prerequisites

• You should be a Maximizer Cloud client. *The integration is not available for On-premise customers.
• You should be on Maximizer version M9 2024 or higher.
• You should have a Microsoft Outlook 365 account.

Supported Account Types

1.  Outlook Web application AND New Outlook desktop app on Windows:
   • Only Microsoft 365/Exchange Online Accounts can access the Maximizer CRM app for Outlook.
     • Note: On-premise Exchange accounts (using Exchange Server 2016, 2019, or later) can also work with the Maximizer app, provided that the necessary protocols (such as MAPI, EWS, or OAuth) are enabled for integration.
2. New Outlook desktop app on Mac:
   1. Microsoft 365/Exchange Online, Outlook.com, Google, iCloud, Yahoo, IMAP and POP accounts are supported. 

Shared Outlook Mailboxes

Users can access the Maximizer CRM for Outlook app directly from shared mailboxes, such as sales@company.com, enhancing their ability to manage CRM data and functionality without leaving their inbox. 

• View CRM contact, opportunity, and activity details within shared Outlook mailboxes.
• Save emails to Maximizer and create new contacts, leads, companies, opportunities, or cases directly from shared mailboxes.
• Add tasks, appointments, notes, and call interactions to Maximizer without exiting the shared mailbox.
  Searching for and adding Maximizer entries as email recipients.
• View a timeline of past interactions and stay updated on upcoming activities.

Last Contacted Date Update

When you save an email or log an interaction from the Outlook add-in, Maximizer can automatically update the Last Contacted date for the related contact based on your company’s admin settings. The date is set using the most relevant activity time. This helps ensure client records stay accurate and reflect the most recent engagement without requiring manual updates.

The following actions can be set to update the Last Contacted Date:

1. Add Call Log – Update last contact date using the end call date.
2.  Save Email
   1. Save Now: Update last contact date using the current date.
   2. Save from Sent Folder: Update last contact date using the email’s sent date.
3. Add Note – Update last contact date using the note date.
4. Parent Updates – If the option is checked, updating any item from 1–3 will also update the parent entry.

Admin Settings managing the Last Contacted Date

Next to Explore

• Microsoft Outlook Integration Installation (Maximizer CRM App for Outlook)
• Microsoft Outlook Integration - Getting Started Guide (Maximizer CRM App for Outlook)
• Microsoft Outlook Sync Integration Overview

Please reach out to our dedicated support team at support@maximizer.com if you experience any issues or have feedback.