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.
What we extract from Maximizer
If you want to export Maximizer CRM data completely, most DIY tools stop at contacts and companies. A real Maximizer data 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
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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.
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02
Run the extraction
Contacts, opportunities, history, user-defined fields and documents are extracted into a structured, portable format ready for mapping.
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03
Validate against the source
Record counts, document links and custom field values are checked against the original Maximizer database before sign-off.
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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.
A Maximizer database export doesn't have to end in a migration, either. If you just need a clean, structured Maximizer data backup — for compliance, an offboarding client, or peace of mind before you decommission a server — we run the same full extraction and hand you the export on its own.
Maximizer data export — common questions
How do I export data from Maximizer CRM?
We connect directly to your Maximizer database or hosted account and extract every table — contacts, opportunities, history, custom fields and documents — into a structured, validated export. No manual copy-paste, and nothing left behind.
Can I export Maximizer contacts and companies to Excel or CSV?
Yes. Contacts, companies and opportunities can be delivered as CSV or Excel exports, or mapped straight into Dynamics 365 if that's where the data is heading next.
What data can be extracted from a Maximizer database?
Contacts and companies, opportunities and pipeline history, notes and activity history, user-defined fields, documents and attachments, and user and security data.
Does the export include Maximizer documents and attachments?
Yes — attached files, proposals and correspondence are extracted and linked back to the correct record rather than left behind, which is where most DIY exports fall short.
How long does a Maximizer data export take?
It depends on database size and document volume. Most exports are scoped and quoted after a short audit of your Maximizer install.
Do you support on-premise Maximizer installs as well as hosted accounts?
Yes — we extract from on-premise, SQL-based Maximizer installs and from hosted or cloud Maximizer accounts.
What happens to custom or user-defined fields during export?
Every user-defined field your business has accumulated in Maximizer is mapped and carried across rather than dropped — the part most DIY exports miss.
Can I export my Maximizer data without migrating to Dynamics 365?
Yes. Extraction stands on its own — many clients just want a clean, structured export or backup. Migrating to Dynamics 365 is an optional next step, not a requirement.
Is my data secure during the Maximizer export process?
Extraction is performed directly against your Maximizer data with validated, audited output, so nothing is exposed beyond what's needed to complete the export.
Start with a Maximizer export
Tell us about your Maximizer setup and we'll scope the extraction.