Overview
The CloudExtend Subscription Portal allows admins to manage user licenses at https://subscriptions.cloudextend.io.
When a subscription starts, a super admin is granted access to the portal. Super Admins and Admins can enable or disable the Calendar Autopilot feature for users.
๐ก Note:
Calendar Autopilot configuration is available as an Add-On or Standalone.
How to Enable or Disable Calendar Autopilot for Users
Visit subscriptions.cloudextend.io and log in to the Admin Portal with your Microsoft ID. (This ID was provided earlier to your Customer Success Manager and is typically your Microsoft 365 email address.)
Step 1: Navigate to Subscriptions > Feature Assignment.
Step 2: Click on Edit.
Step 3: Admins can either:
Enable Calendar Autopilot for All
Enable/Disable Autopilot for individual users from the list.
Step 4: Save changes.
What to expect after activating the Calendar Autopilot?
๐ก Note
It can take up to 24 hours to be enabled
Calendar Autopilot will be enabled for end users approximately 24 hours after it is enabled by the Admin.
Once configured, events in Outlook will automatically synchronize to 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.
For Outlook Events with attendees, ExtendSync will sync the event to all relevant entity records in NetSuite. The order of preferences followed while searching for entities in NetSuite is as follows:
Employee > Contact > Customer > Vendor > Lead> Prospect > Partner > Job