CRMPro
CRM — Maximizer data extraction

Get every record out of Maximizer, cleanly.

A full Maximizer export — contacts, companies, opportunities, notes, activity history, user-defined fields and documents — extracted and validated before a single record moves to Dynamics 365.

Request a Maximizer export Then: Dynamics 365 setup
EXTRACTED FROM MAXIMIZERFORMAT
Address Book entries→Structured records
Opportunities & pipeline→Structured records
Notes & activity history→Timeline export
User-defined fields→Schema-mapped
Documents & attachments→File-linked export

What we extract from Maximizer

Most Maximizer export tools stop at contacts and companies. A real extraction covers everything a business has built up over years of use — including the parts that are easy to leave behind.

  • Contacts & companies — every Address Book entry, with custom fields intact
  • Opportunities & pipeline — stages, values, close dates and history
  • Notes & activity history — the full interaction timeline, not just a summary
  • User-defined fields — every custom field Maximizer has accumulated, mapped rather than dropped
  • Maximizer documents — attached files, proposals and correspondence linked back to the right record
  • User & security data — so access and ownership carry across correctly

How a Maximizer extraction works

  1. 01

    Audit the Maximizer database

    We map every table, custom field and document store in your Maximizer install before touching anything — so nothing gets missed during export.

  2. 02

    Run the extraction

    Contacts, opportunities, history, user-defined fields and documents are extracted into a structured, portable format ready for mapping.

  3. 03

    Validate against the source

    Record counts, document links and custom field values are checked against the original Maximizer database before sign-off.

  4. 04

    Hand off for Dynamics 365 migration

    The validated export feeds directly into Dynamics 365 setup and migration — no re-keying, no re-mapping from scratch.

Moving on from Maximizer?

Whether you're consolidating systems, retiring an on-premise Maximizer install, or preparing for a Maximizer to Dynamics 365 migration, extraction is the step that determines how much of your CRM history survives the move. We handle the export and the validation, so what lands in the new system is complete.

Start with a Maximizer export

Tell us about your Maximizer setup and we'll scope the extraction.

Get in touch