Maximizer CRM

App Directory and Advanced Integrations
2025-09-10 13:00 - 15:00 (America/Toronto) | https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWFkZTcxZjQtMDdkZC00NzY4LWJmMzctMWFjZGU3NjNiYWI5%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
Expand Maximizer’s capabilities through third-party integrations and the App Directory. This advanced class explores available integrations, implementation strategies, and best practices for extending CRM functionality to meet specific business requirements.
Agenda:
• Overview of the Maximizer App Directory
• Understanding available integration categories
• Navigating and searching the App Directory effectively
• Evaluating apps for business fit and technical requirements
• Integration planning and implementation strategies
• Step-by-step app integration process
• Configuring app settings and permissions
• Managing app updates and maintenance
• Troubleshooting integration issues
• Custom integration possibilities and API considerations
• Security considerations for third-party integrations
• User training for new integrated applications
• Measuring integration success and ROI
• Future integration planning and system scalability
Time:
120 minutes, with time for questions
Class Code: FSE-306
Class Type: Administrator Training Class
