Validate the Word Add-with Maximizer CRM

Updated 2 years ago by Amruta Phansalker

To start using the Word Add-in to retrieve records from your Maximizer CRM web access sessions, you must first validate the Word Add-in with your Maximizer CRM setup.

To perform the validation:

  1. Open Microsoft Word. If this is the first time you are opening Microsoft word after installnig the Word Add-in, the authentication window will appear automatically. for validating the Word Add-in again, perform step 2.
  2. (For subsequent validation only) Go to the Maximizer tab, and click Re-Authenticate.
    Relaunch the Word Add-in.
    The authentication window appears.
  3. Log in to your account:
  4. Enter your Maximizer account URL and click Next. Example URLs are as follows:
    Cloud: {caw|ukw}{AccountName}
    On-Premise: www.{yourmaximizerdomain}.com/maximizerwebaccess/
  5. If you have not set up SSO for your Maximizer setup, enter your username and password. If you have an On-premise setup, select your Address Book before entering your credentials. The address book appears under the Log in to list.
  6. If you have implemented SSO using SAML, the authentication window automatically directs you to your IDP provider.
  7. Click Finish to complete the validation.

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