Functionality
- MS Teams icon: After successfully installing the integration for your Maximizer account and re-logging in, you will notice a Teams icon displayed for all your opportunities or accounts and customer service cases or client service plans in the Opportunities or Accounts and Customer Service or Client Service Plan modules.
- Teams icon states: A plus sign within the Teams icon indicates that the opportunity/account or client service plan/ customer service case has not yet been linked to a Teams channel.
VS
- Connect your opportunity or case to the Teams channel: If the icon displays a plus sign, clicking on it will open the "Manage Teams Channel Link" dialog, where you can complete the following flows:
- Select a team, choose a channel, and link the record.
- Select a team, create a new channel, and link the record.
- Create a new team, create a new channel, and link the record.
- Link the record using the channel URL, which you can obtain by following these steps:
- Locate the desired channel in Microsoft Teams.
- Click the ellipsis icon to expand the menu.
- Select the "Get link to channel" option.
- Copy the link.
Note: The Teams Channel integration inherits access and permission rights from the connected Microsoft Teams account. To create teams and channel in Microsoft Teams via Teams Channel, you must have corresponding permissions within Teams. You will only have access to the teams and channel through the Teams Channel integration that you can typically access in Teams.
- Copy the channel link to share with the team: After confirming the establishment of the connection between your opportunity/account or case/service plan and the MS Teams channel, you will see a confirmation of the successful setup, allowing you to copy the URL of the linked channel to share with your team.
Note: The owner of the MS Teams channel is responsible for managing channel settings, including privacy settings and the list of channel members.
- Collaborate on opportunities/accounts or client service plan/customer service cases with ease: Once successfully linked to a Teams channel, the opportunity/account or case/client service plan will be displayed with a standard Teams icon. Clicking on this icon will direct you to the corresponding channel in Microsoft Teams, enabling you to post updates on progress, exchange files with colleagues, and more.
Note: If you need to change the Teams channel linked to your opportunity/account or service plan/ customer service case, or remove the link entirely, you can right-click on the Teams icon in your Opportunities/Accounts or Customer Service/Client Service Plan module. This action will open the "Manage Teams Channel Link" dialog, where you have the option to "Remove link to channel" and link the entry to a different channel.
- Stay informed about the the opportunity stage changes: When the initial connection is established between your Maximizer opportunity and the dedicated channel in Teams, the integration will post a message in that channel containing the opportunity/account details. From now on, a new post will be generated in this channel every time the opportunity/account progresses through the pipeline.
Note: Opportunity/Account stage changes will only be posted in a channel if the stage was modified through the pipeline interface in Maximizer.
- Access comprehensive opportunity or case details directly from the dedicated MS Teams channel: You can open the linked opportunity or case entry in Maximizer directly from the dedicated channel in MS Teams with just one click.
From the MS Teams channel linked to the case, you can also directly access the contact for whom the case was created.