System requirements
In order to use Maximizer's Integration for Microsoft Outlook, you need to have the following:
- Microsoft Outlook 365 account
- Maximizer CRM Live account
You can use Maximizer add-in in Microsoft Outlook 365 web app or in Microsoft Outlook 2016 and above desktop versions. In Outlook desktop version, you need to connect to your Microsoft Outlook 365 account.
Installation from the App Directory
- In your Maximizer app navigate to the App Directory
- On the main page of the App Directory find the “Microsoft Outlook” integration. To speed up the search you can use the left-side filtering panel and select the “Communication” category and “Maximizer” integration type to filter out only those apps that match these criteria.
- Open the details page for “Maximizer Outlook” integration and click on the “Get it now” button.
- You will be prompted to the Maximizer page in the Microsoft AppStore where you just need to confirm the add-in installation.
Note: If you are not logged in to your Microsoft Account, you will first need to log in to be able to complete the installation of the Maximizer add-in for Microsoft Outlook.
- And just like that you can get started with “Microsoft Outlook” integration. “Open in Outlook Web” button will bring you directly to your Outlook inbox where you can leverage the functionality of Maximizer's integration.
- To start with the add-in, select the desired email in your Outlook inbox and select "Maximizer" in the Apps menu:
- You can pin the Maximizer panel to keep it open as you go through your inbox:
Installation from Outlook 365
Alternatively, you can install the “Maximizer Outlook integration” from your Outlook 365 interface.
- Click on the “Get add-ins” icon on top right corner to open the Add-Ins for Outlook interface.
- In the search field in the ”Add-ins for Outlook” popup window search for “Maximizer” and select it once popped up.
- Finally, click the “Add” button and you are all good to go - “Maximizer add-in is now available for usage in your Outlook app.