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DTSTART;TZID=America/Toronto:20251125T130000
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DTSTAMP:20260617T084721
CREATED:20251014T213611Z
LAST-MODIFIED:20251023T165655Z
UID:10000132-1764075600-1764082800@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2UyZTYxN2UtYTFhYS00OTA0LThkMzgtYzMwNzk3OWMzZmM0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2UyZTYxN2UtYTFhYS00OTA0LThkMzgtYzMwNzk3OWMzZmM0%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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DTSTART;TZID=America/Toronto:20251023T130000
DTEND;TZID=America/Toronto:20251023T150000
DTSTAMP:20260617T084721
CREATED:20251014T212703Z
LAST-MODIFIED:20251014T212703Z
UID:10000131-1761224400-1761231600@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://www.maximizer.com/class/microsoft-integration-suite-outlook-and-word-4/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/microsoft-integration-suite-outlook-and-word-4/
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251009T130000
DTEND;TZID=America/Toronto:20251009T150000
DTSTAMP:20260617T084721
CREATED:20250912T140237Z
LAST-MODIFIED:20250912T140237Z
UID:10000123-1760014800-1760022000@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDZhY2FhYTYtZmIyNS00OWE1LThjMjQtZGIzODliOWYyZjI3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZDZhY2FhYTYtZmIyNS00OWE1LThjMjQtZGIzODliOWYyZjI3%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250903T150000
DTEND;TZID=America/Toronto:20250903T170000
DTSTAMP:20260617T084721
CREATED:20250728T180533Z
LAST-MODIFIED:20250814T230905Z
UID:10000029-1756911600-1756918800@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzEwNWMxODctMGNlMy00ZDY3LThiYTUtODQyYWE0YWQ5NmI2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MzEwNWMxODctMGNlMy00ZDY3LThiYTUtODQyYWE0YWQ5NmI2%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250814T130000
DTEND;TZID=America/Toronto:20250814T150000
DTSTAMP:20260617T084721
CREATED:20250728T180409Z
LAST-MODIFIED:20250814T232011Z
UID:10000028-1755176400-1755183600@www.maximizer.com
SUMMARY:Microsoft Integration Suite - Outlook and Word
DESCRIPTION:Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration\, enabling administrators to configure email synchronization\, document templates\, and automated correspondence features. \nAgenda: \n• Obtaining and installing Outlook Integration\n• Configuring Maximizer Outlook Integration preferences\n• Setting up synchronization options and schedules\n• Saving emails to Contact List entries\, Accounts\, and Client Service Cases\n• Creating contacts directly from email communications\n• Email tracking setup and management\n• Creating and managing tracking lists\n• Tracking email threads and conversation history\n• Installing and configuring Word Integration\n• Adding merge fields to Word documents\n• Creating\, modifying\, and retrieving document templates\n• Saving document templates to Maximizer\n• Creating mailing labels and envelopes\n• Troubleshooting integration issues \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-304 \nClass Type: Administrator Training Class
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM0MTVhYjMtZjk1NC00NDEwLWJmZGUtODllM2I5NDMxZDFh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-11-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MWM0MTVhYjMtZjk1NC00NDEwLWJmZGUtODllM2I5NDMxZDFh%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
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