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Microsoft Power Automate - Installation

Elena Zakharova
  • Updated

    This integration between Maximizer and Microsoft Power Automate enables users to automate repetitive tasks, improving efficiency and reducing manual work.

    Prerequisites

    • Maximizer CRM (Cloud or On-Premise)
    • Power Automate Premium License

    Maximizer Cloud Customers

    1. Open Power Automate and search for the Maximizer CRM connector.
    2. Log in using your Maximizer CRM Live credentials.

    Maximizer On-Premise Customers

    Only admin users can enable the integration for the database.

    1. Log in to Maximizer and open the Administrator settings.
    2. In the left pane, select System Options.
    3. Go to the OAuth Settings tab and click Add.
    4. Enter Power Automate as the integration name.
    5. In the Redirect URI field, enter:
       
      https://{integration path in production}/Authenticate/OnPremiseRedirect
    6. Copy the generated Client ID and Client Secret—you will need these for authentication in Power Automate.
    7. Open Power Automate and search for the Maximizer Connector.
    8. Log in using your On-Premise Maximizer credentials and the copied OAuth credentials.

    Once configured, you can start building automated workflows in Power Automate using Maximizer CRM data.

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