Using the Word Integration With Microsoft Edge

Prior to version 2021 R2; the Word Add-in was fully supported on the following browsers:

• Out-of-the-box on Microsoft Explorer
• Microsoft edge; using a workaround

This topic describes the workaround; which involves using Microsoft Edge in the Internet Explorer compatibility mode.

The workaround is not fully tested; which is why we recommend that if you are using a version prior to 2021 R2; you use Internet Explorer. Support for browser-agnostic usage of the Word Add-in was introduced with version 2021 R2. Therefore; if you are using Maximizer CRM 2021 R2 or later; you can use a browser of your choice.

1. Install Microsoft Edge.
2. Enable the Internet Explorer compatibility mode in Edge.
3. Log on to Maximizer using the Internet Explorer mode.
4. Use the Word integration following instructions in Using the Microsoft Word Add-in.
5. If you do not already have the new Microsoft Edge installed; navigate to the Microsoft installation page and follow the instructions to download and install.
   

   Edge version 77 or higher is required for Internet Explorer compatibility mode.

6. Enable compatibility mode in Edge. Internet Explorer compatibility mode will allow Edge to work with functions that previously required Internet Explorer.

If your device is issued by your company; it's likely these settings will be unavailable and your IT department will need to enable Internet Explorer Compatibility using group policy. Group Policy is a feature of the Microsoft Windows NT family of operating systems that controls the working environment of user accounts and computer accounts. Group Policy provides centralized management and configuration of operating systems; applications; and users' settings in an Active Directory environment. Please consult with your IT department to have them enable IE Mode.

Enabling IE compatibility mode

If your device is not managed by group policy; follow these steps to enable Internet Explorer compatibility mode.

1. Open the Edge menu and select Settings
2. Click Default Browser
3. Toggle on the switch to "Allow sites to be reloaded in Internet Explorer mode".
4. Press the button that appears to restart the browser.
   
   

Logging on to Maximizer using Internet Explorer mode

1. Use the customer URL you were provided with your Maximizer CRM Live account. It should look something like the following: https://caw.maximizercrmlive.com/YOUR_DATABASE_HERE
2. On your login page; open the menu in Edge and select More tools Reload in Internet Explorer mode.
   
   

Your login page will reload and show a banner with the text: "You've entered Internet Explorer mode." As long as that banner is visible; the current window of the Edge browser is effectively an Internet Explorer session.

If the banner disappears; or if you click the Leave button; your browser window will return to an Edge session and no longer work with the Word integration.

Using the Word integration with Edge

Using the Word integration with Edge is the same as with Internet Explorer. You will need to keep the Maximizer CRM tab open in Edge when using the Word integration. If the browser asks to install an Active X plugin for Maximizer CRM; you will need to click Allow. This is what allows the Word integration to interface with Maximizer through the browser.

If you already have the Word integration installed; you will notice the icon in the green menu bar is available to Open MS Word.