How to Integrate and Configure Maximizer CRM for Outlook

Learn how to seamlessly connect your Maximizer CRM account with Outlook to streamline your workflow. This guide walks you through the installation, authentication, and synchronization settings to keep your data organized.

17 steps

Maximizer

Office

Microsoft Login

Add-in Installation

Navigate to [Outlook.com](https://Outlook.com)

Click Apps in side navigation menu.

Click "Add apps"

Search for "Maximizer" in the app store.

Click on the Maximizer integration.

Click "Add".

Click "Got it"

Go back to the Mail tab and click on the Apps icon at the top. Select Maximizer.

Account Authentication

A Maximizer tab will popup. Click "Log in to Cloud".

Click Allow to authorize the app window.

You will have to sign in with both you Maximizer credentials and your outlook credentials. First the Maximizer login will show up.

Alert! Make sure you are using the same email that your Maximizer is signed up with.

Preferences and Data Sync

Click on the menu button in the top corner of the Maximizer tab and select "enable sync capabilities".

Alert! This sync uses a different set of permissions, therefore you will need to login to your Maximizer and outlook again to enable it.

Click "Calendar"

Click here.

Click "SAVE CHANGES"

You should now be fully integrated with Outlook and Maximizer. Please reach out to [siennameraw@maximizer.com](mailto:siennameraw@maximizer.com) if you wish to book a setup meeting.