Overview
This article is intended for ExtendSync for Outlook NetSuite Enterprise Edition Administrators. If you're a Google Workspace Admin and you'd like to enable Autopilot for your org click here.
ExtendSync Outlook end users can learn more about Autopilot here.
⚠️ IMPORTANT
For ExtendSync Autopilot to function in the background
If you're planning on using Autopilot with shared mailboxes each mailbox will require a separate license (see this section to learn more).
The user's Outlook email address must be identical to their NetSuite login. If a user's email is different they can still use ExtendSync without Autopilot.
If users have different email addresses for NetSuite and Microsoft, the admin must update the email in the license section of ExtendSync by replacing the NetSuite email with the Microsoft email.
Quick Navigation
Learn how to enable ExtendSync Autopilot by following the steps below:
Who is required for the initial setup
Enabling ExtendSync Autopilot will require three individuals from your organization. For some companies, this may be the same person. The users do not need to be present at the same time but they will each be required to perform an action.
The admin assigned to login to subscriptions.cloudextend.io
A user with admin rights to your Microsoft 365 environment
A user with NetSuite admin rights
Steps to Enable ExtendSync Autopilot for Emails
🚨 Keep in mind, once Autopilot has been initially installed it will take about 24 hours to take effect.
Install CloudExtend Outlook for NetSuite Performance Bundle
Install CloudExtend Outlook for NetSuite Performance Bundle
Install the CloudExtend Outlook for NetSuite Performance Bundle in NetSuite.
To know more about the CloudExtend bundle, see this article!
Configure Autopilot for Emails from the CloudExtend Portal
Configure Autopilot for Emails from the CloudExtend Portal
The CloudExtend admin should log in to the subscription portal (subscriptions.cloudextend.io). Click Subscription the from the navigation pane.
Check if the selected subscription is CloudExtend Outlook for NetSuite.
Go to the Configuration tab.
Toggle on the Enable Autopilot button.
Connect to your NetSuite Account Number then Verify.
🔗 Guide to: Find your NetSuite account number
⚠️ Important for Sandbox/Release Preview AccountsUse underscores (
_) instead of hyphens (-).Capitalize SB in sandbox names (e.g.,
12345_SB1).For Release Preview accounts, use
_RPsuffix (e.g.,12345_RP).
Grant Microsoft 365 Consent
Click the Configure button.
On the next screen, the Microsoft 365 Admin is required to allow ExtendSync to use the Microsoft Graph API. This is required for Autopilot to operate unattended and to add categories to emails. Click on Step 1 and then review the permissions and click Accept.
Once consent has been granted you will be returned to the portal and should see a Success status next to Re-configure button.
If you got an error requesting for Microsoft Grant, refer to troubleshooting section below.
Troubleshooting Steps for Failed Microsoft Grant Request
Troubleshooting Steps for Failed Microsoft Grant Request
If you are not getting Success status after requesting for Microsoft Grant please be sure that:
You are logging in to the subscription portal with the same email domain (or an alias for the domain) as the Microsoft 365 account you are granting consent.
If consent was previously granted by the Microsoft 365 admin and you are logging in with a different email domain. In this case, failed attempt for Microsoft grant can be ignored.
An example of this scenario would be an outsourced consultant who has been granted access to the portal to manage licenses for your organization. When the consultant logins in with their own domain the green checkmark will not appear since the check is being done for their domain.
If you're not the Microsoft 365 admin you will see a screen similar to the one below. You can either have your admin join you via a screen share and have then click the Sign In link or you can copy the URL in the browser window of the authorization screen and email that to your admin. They must authorize within 5 minutes.
Enable/Disable Thread and Email Autopilot for Users
Enable/Disable Thread and Email Autopilot for Users
Admins can enable and disable the Autopilot feature for users.
👉 Check out this link to see the steps in managing Email Autopilot for your organization.
Use Rich Text Editing in NetSuite
Use Rich Text Editing in NetSuite
Using the same Admin role navigate to Home > Preferences and enable Use Rich Text Editing on the Appearance tab.
ExtendSync will respect this as the tokens (next step) will associate the admin preferences for ExtendSync.
Without this setting emails will be synced as HTML.
Allocate License for Shared Mailboxes (Optional)
Allocate License for Shared Mailboxes (Optional)
⚠️ IMPORTANT
Autopilot for Shared mailboxes is also available. See the article below to know how to configure. Click here!
If your organization is planning on using Autopilot for shared mailboxes, you must add an end-user license for each shared mailbox (i.e., sales@yourorg.com, etc.).
Note, that this is only required if you want to use Autopilot on shared mailboxes. If you don't plan on using Autopilot on a shared mailbox your end users can still attach emails from the shared mailbox using their own license.
Here are a few other tips for shared mailboxes.
The shared mailbox must be configured per Microsoft's recommendations.
👉 Learn more here (there's a link to Microsoft support in that link as well).
End users that attach emails to a shared mailbox should also send replies as the shared mailbox for the smoothest Autopilot experience. If they really need to send a reply from their own mailbox have them send the mail first and then attach it from their sent items.
Other Features
Enable Attachment Autopilot (Enterprise Only)
Users can effortlessly set an entire thread or automate an email address — including attachments! 📎
All future emails set on Autopilot will automatically sync complete with attachments to NetSuite with no extra clicks!
👉 Check out this link to configure the Attachment Autopilot!
Enable Calendar Autopilot (Enterprise Only)
Events in Outlook will seamlessly synchronize with NetSuite, whenever there are updates, deletions, and declines with the event in Outlook including changes in the attendee list, time date, or agenda, all of those will be reflected in NetSuite. This is an Enterprise Edition feature.
👉 To learn how to enable this in your organization, click here.
Congratulations!
Congratulations! You have now successfully enabled Autopilot for your Extendsync for Outlook NetSuite Enterprise end-users. Share this article with them to help them get started.
🚨 Keep in mind, once Autopilot has been initially installed it will take about 24 hours to take effect.
Need Help?
Let your users know where to get help when they need it. ExtendSync offers several ways to get help.
Visit support.cloudextend.io and search for your answer.
Use the chat at the bottom right of the Help Center.
Check status.cloudextend.io for any known issues.