Install the Word Add-in

Updated 1 year ago by Celina Kwan

The Microsoft Word Add-in is available via the Maximizer CRM Live interface. This topic describes how to install and configure the Word Add-in for your Maximizer CRM Live setup.

(Maximizer CRM 2021 R2 and later) The Word Add-in is browser agnostic and does not require ActiveX controls. You can log on to Maximizer CRM using a browser of your choice.

Watch the Video

Read the Procedure

  1. Log on to Maximizer CRM.
  2. Click App Directory in the left pane.
  3. Go to Microsoft Word > Get it Now.
  4. On the Desktop and Mobile Setup screen, click Download Word Integration.
  5. (Optional) Click View more information for additional information related to the Word Add-in.
  6. Click Download.
  7. Click Run, and follow the steps in the installation wizard to complete the installation.
If you have both the Outlook Add-in, as well as the Word Add-in already installed, you must also upgrade the Outlook Add-in at the time of upgrading the existing Word Add-in to the new version of the Word Add-in.

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