Overview
The new Maximizer integration with Microsoft Teams focuses on capturing your audio and video calls in Teams and bringing important client conversations into a single, secure, compliant system. Completed Teams calls and meetings are automatically logged in Maximizer as interactions, including participants, duration, and timestamps, ensuring your team never loses critical client history. Meeting transcripts, when generated, are saved directly to the client record in Maximizer, making it easy to reference key points or prove compliance in audits.
Key Benefits
- Automatic Call Logging: Completed Teams audio and video calls are logged in Maximizer with direction (inbound/outbound), duration, participants, and timestamp.
- Transcript Capture: When available, Teams meeting transcripts are saved as linked documents under the right Maximizer record for compliance, insights, and future reference.
Prerequisites & Limitations
Supported Environment: The integration is available for Maximizer CRM Live (Cloud) version 2025.7 and later.
Admin Access (Maximizer): Administrator rights in Maximizer are required to install and configure the integration.
Admin Access (Microsoft Teams): Administrator rights in Microsoft Teams are required to authorize and install the integration.
Meeting Attendee Matching: All meeting attendees must be added to the meeting invite before the meeting begins for the integration to match call logs and transcripts to Maximizer Contacts or Leads.
Unmatched Attendees: If an attendee’s email does not exist in Maximizer as a Contact or Lead, no call log or transcript entry will be created for that person.
Tenant Configuration: Your Microsoft Teams tenant may require Cloud Communications API access policies to be enabled for retrieving call logs and transcripts.
Data Availability Delays: Meeting transcripts may take up to 10 minutes to become available in Maximizer; meeting call logs may take up to 30 minutes after the meeting ends.
Supported Call Types for Call Logs: Scheduled 1:1 online meetings, scheduled group online meetings, and VoIP calls via Teams calling add-on.
Supported Call Types for Transcripts: Scheduled 1:1 online meetings, and scheduled group online meetings.
Recording Requirement: Meetings must be recorded in Microsoft Teams for transcripts to be generated.
How it Works
Schedule the Teams meeting
Schedule the meeting in Microsoft Teams using an account from the domain where the integration is activated. Invite your client using the same email address that exists for them as a Contact (or Lead) in Maximizer.Start and Begin recording (optional)
Start the meeting and activate the recording. You should see the message “Starting recording and transcription…” appear to confirm it has begun.View the results in Maximizer
After the meeting ends, the meeting call log and the meeting transcript, if recording was enabled, will be automatically added to the corresponding record's Timeline in Maximizer. Note that it may take up to 30 minutes for the call log to appear in the Timeline after the call end.
Have feedback? We’d love to hear it. Send your thoughts to support@maximizer.com. Every submission is reviewed!