Installation
- If you haven’t installed the Outlook 365 Sync before, navigate to the App Directory in Maximizer and select the "Microsoft Outlook 365 Sync for Maximizer" card. Otherwise, go to step 5.
- On the "Microsoft Outlook 365 Sync for Maximizer" page click the "Get it now" button to enable the integration and start the process of connecting your accounts.
- A new screen will appear, requesting your Maximizer credentials. Please enter the credentials that you use daily to access Maximizer.
- Once validated with Maximizer, you'll be prompted to connect to your Microsoft account. Note: The method of connection may vary based on your organization's security measures. For example, there could be a 2-factor authentication step using Microsoft Authenticator.
- After connecting, a new page will be displayed. Pick the Task tab and enable the sync by toggling it on.
Note: The integration uses the “Maximizer” To Do list in Outlook to synchronize tasks with Maximizer.
- Click the “Save Changes” button to queue the first sync sequence. This process may start within the next 15 minutes. Click “OK” on the confirmation dialog, then click the “Close” button to return to Maximizer.
Note: The first sync may take up to an hour if you have a large number of tasks.
* To monitor the status of your sync, access synchronization details, and manage synchronization settings, click the “Configure” button on the “Microsoft Outlook 365 Sync for Maximizer” page in the App Directory.