CloudExtend Masterclass Series
Microsoft Excel might be one of the most underestimated pieces of software you’ll find on your computer. It’s more than a spreadsheet: Excel has multiple scripting engines, can handle OLE and COM objects, has a graphics compositing layer . . . a lot of things you might never use (but someone does). We’re here to help you uncover the uncommon gems within the apps you use daily—Excel and email—that take your skills from good to great.
In this third session of our email and Excel integration masterclass series, join our Excel experts in a deep dive into Excel and email that shows you just how powerful these solutions can be when integrated with NetSuite via CloudExtend. Don’t miss the final session in this series designed to boost your CloudExtend experience and help your organization get the most out of the apps you use every day.
We’ll walk you through all the how-tos involved in taking your CloudExtend experience to the next level with Gmail, Outlook, and Excel, including:
Accurate metrics tracking to maintain accountability on deliverables in NetSuite CRM
Uploading and creating both projects and project task records using Excel
Embedding Excel files and Power BI reports in a NetSuite portlet
Adding hyperlinks to NetSuite records in Excel
Approving time and expense reports in Outlook