Designed to streamline collaboration, this app allows users to quickly search for and share key CRM data, such as contacts, opportunities, cases, and leads, directly within Teams conversations. By bringing CRM data into your chat feed, you can make faster, informed decisions and keep your team aligned without leaving Teams.
Key Benefits:
- Instant CRM Search: Easily search and retrieve Address Book entries, Opportunities, Leads, and Cases directly within Teams.
- Seamless CRM Data Sharing: Share Maximizer entries in Teams conversations so that your colleagues can access key information without switching apps.
- Quick CRM Data Access: Open original Maximizer records from the contact cards shared with you in Teams.
- Effortless Communication Capture: Save important chat messages and attachments to contacts, leads, opportunities, and cases in Maximizer.
Features
The Maximizer Microsoft Teams Messaging allows users to search for the following records from Microsoft Teams conversations and share them in a card view without leaving the Teams chat:
- Address Book Entries
- Search individual by first name, last name, full name, email, or phone number
- Search company by company name, email, or phone number
- Search contact by first name, last name, full name, email, or phone number
- Opportunities
- Search opportunities associated with individuals by first name, last name, full name, email, or phone number
- Search opportunities associated with companies by company name, email, or phone number
- Search opportunities using an objective or a description. To do this, add “opp:” in front of the search phrase. For example, opp: <search phrase>
- Leads
- Search leads by first name, last name, company, email, or phone number
- Cases
- Search cases associated with individuals by first name, last name, full name, email, or phone number
- Search cases associated with companies by company name, email, or phone number. To do this, add “case:” in front of the search phrase. For example, case: <search phrase>
- Search cases by case subject and case number. To do this, add “caseno:” in front of the search phrase. For example, caseno: <search phrase>
Select the type of Maximizer record you are looking for
Click on the desired Entry in the search results to share it in the Teams chat
Share Maximizer Entries with your colleagues in Teams in a card view
You can also drill-down the following records from a Microsoft Teams conversation: Address Book Entries, Leads, Opportunities, and Cases.
Click "Open in Maximizer" to access a complete customer view
Importantly, you can save important messages and attachments from your Teams chats directly to the right contacts, leads, opportunities, and cases in Maximizer.
Click the menu icon at the top of the chat message you want to capture and select "Save to Maximizer"
Minimum Requirements
- Maximizer Teams Messaging extension supports both Cloud and On-Premise Maximizer applications. However, for on-premise users, additional setup is required.
- A user must have a Maximizer account.
- A user must have a Microsoft Teams account.
Next to Explore
-
Maximizer Microsoft Teams Messaging Installation for Maximizer Cloud Users
-
Maximizer Microsoft Teams Messaging Installation for Maximizer On-Premise Users
Support
If you have questions about Maximizer Teams Messaging Extension for Microsoft Teams, feel free to contact the Maximizer Support team. To do that, you can use one of the following channels:
- Email: Write to the support team at: support@maximizer.com
- Chat: The chat window can be accessed from within the Maximizer web application. Top right > Support Chat icon.