Installation
- Navigate to the App Directory in Maximizer and select the "Microsoft Teams Channel" integration.
- On the "Microsoft Teams Channel" page click the "Get it now" button to start the process of connecting your Maximizer account to your MS Teams account.
Note: If the "Get it now" button is disabled for you, please contact your company administrator to request enabling the integration for your database. The administrator should have privileges in both Maximizer and MS Teams.
- 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 the connection is established, you will receive a success message. Congratulations! You can now close this tab and return to your Maximizer app where you should now be able to see the Teams icon in the Opportunities and Customer Service modules.
Note: If you don’t see the Teams icon in the Opportunities and Customer Service modules, you may need to re-login to your Maximizer app to start using your new Teams Channel integration.