We highly recommend that your organization licenses Microsoft 365 for both email hosting and Office applications.
Standalone versions of Microsoft Outlook do not receive API updates from Microsoft.
A Microsoft 365 subscription ensures maximum compatibility with ExtendSync, both now and in the future, as we continue to leverage the latest Microsoft technologies.
Minimum Requirements for Microsoft Outlook Add-ins
To install and use Outlook add-ins like ExtendSync, several requirements must be met for both NetSuite and Microsoft Outlook/Exchange.
Overview
Shared Mailbox Support (optional)
NetSuite Prerequisites
ExtendSync requires specific NetSuite features and permissions to be enabled. These settings must be configured by your NetSuite Administrator.
Company-Wide Setting
NetSuite Administrators should enable the following features:
Partner Relationship Management
SOAP Web Services
Token-Based Authentication
How to Enable
Step 1: In NetSuite, set the configuration globally by navigating to Setup> Company> Enable Features.
Step 2: Go to the CRM tab and scroll down to Partners section then enable Partner Relationship Management.
Step 3: Go to the SuiteCloud tab then enable checkboxes for SOAP Web Services under the SuiteTalk Section and Token-Based Authentication under Management Authentication.
End-User Settings
NetSuite Admins should verify the following for each user role that will use ExtendSync.
Step 1: Enable the user preference Rich Text Editing
In NetSuite, go to Home> Set Preferences> Appearance
Enable Rich Text Editing.
While not required we have found that certain emails with HTML may transfer as blank or with all the HTML coding if this setting is not enabled at the user level. This may result in a NetSuite error such as the field message containing more than the maximum number (1000000) of characters allowed.
Step 2: Verify the Role Is Not “Web Services Only”
Go to Setup > Users/Roles > Manage Roles.
Validate if the Web Service Only Role is OFF.
Step 3: Ensure Necessary Permissions Are Assigned
For each role that will use ExtendSync Outlook, the following permissions should be assigned.
How to Assign User Role Permissions
In NetSuite, go to Setup > Users/Roles > Manage Roles then choose the role to update:
SOAP Web Services
User Access Tokens
SAML Single Sign-On
ONLY if your company uses Single Sign-On, ie OKTA, OneLogin, etc.
If you enable SSO and do not actually use SSO, users will NOT be able to login to NetSuite until you remove it.
Allow JS/HTML uploads
if your user will need to upload .js and .htm files
Log in using Access Tokens
Additional permission for User Access Tokens
Documents and Files
The minimum permission required is Create. (if users will be attaching files)
Track Messages
The minimum permission required is Create.
Celigo Send from Outlook Email Config
Permission needed for Send from Outlook feature.
Permissions > Setup Tab
Permissions> Lists Tab
Permissions > Custom Record Tab
(Optional) Permissions for Custom Fields
If custom fields do not appear in NetSuite, the Admin must grant view permissions for custom records and lists.
Step 1: NetSuite admin to ensure that view permissions are set for the records and roles you are working with. Typically the following are added.
Under Setup Tab:
Custom Column Fields
Custom Body Fields
Custom Record Types
Custom Entity Fields
Custom Item fields
Custom Sublist fields
Custom Sublists fields
Custom Lists
Custom Transaction Fields
Customer Status
Under List Tab
Custom Record Entries
Step 2: Once the permissions have been added ask your user to reload the app. Send instructions here.
💡 Note:
The new permissions may take 15-20 minutes to propagate to your role. If the below steps do not immediately work please try again after 15-20 minutes (being sure to sign out of the app and back in).
If you are still having trouble please reach out to us via the messenger icon at the bottom right.
Outlook and Exchange Prerequisites
Below is a list of minimum prerequisites to run Microsoft Add-Ins built for Outlook. It is compiled from this Microsoft support article. We highly recommend that your org use Microsoft 365 for email hosting as well as your Office Applications. This will ensure maximum compatibility with ExtendSync both now and in the future as we leverage new Microsoft technologies only available in the latest versions.
Outlook Client Prerequisites
The following clients support Outlook add-ins:
Outlook with a Microsoft 365 subscription*
Outlook for iOS
Outlook on Android
Support Exchange Online (See set requirements by Microsoft here)
Outlook.com
The client MUST be connected to an Exchange server or Microsoft 365 using a direct connection. When configuring the client, the user must choose an Exchange, Office 365, or Outlook.com account type. If the client is configured to connect with POP3 or IMAP, add-ins will not load.
ExtendSync OneDrive and Sharepoint for Business is designed only to work with OneDrive and SharePoint for Business accounts and not personal OneDrive accounts.
Mail Server Prerequisites
If Using Microsoft 365 or Outlook.com
✅ All mail server requirements are already covered.
If Using On-Premises Exchange Server
For users connected to on-premises installations of Exchange Server, the following requirements apply.
The server must be Exchange 2013 or later.
Exchange Web Services (EWS) must be enabled and must be exposed to the Internet. Many add-ins require EWS to function properly.
The server must have a valid authentication certificate in order for the server to issue valid identity tokens. New installations of Exchange Server include a default authentication certificate. For more information, see Digital certificates and encryption in Exchange 2016 and Set-AuthConfig.
To access add-ins from the Office Store (Appsource), the client access servers must be able to communicate with AppSource
Not all ExtendSync features (such as but not limited to Autopilot) will function on on-premise Exchange Servers
💡 Note:
Some current features such as categorization of emails and many future features are dependent on the latest API's from Microsoft and are only available on Microsoft 365 online Exchange Servers combined with Microsoft 365 client subscriptions. A Microsoft 365 subscription ensures that you will receive feature updates (new and improved API's) from Microsoft and ExtendSync.
Shared Mailbox Support (Optional)
ExtendSync supports Autopilot for Shared Mailboxes.
👉 See the article to learn 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. You can still attach emails from shared mailboxes without a license, but Autopilot features will not be available.
Here are a few other tips for shared mailboxes.
The shared mailbox must be configured per Microsoft's recommendations.
When an email arrives in the shared inbox, respond using your own email address and CC the support mailbox. This way, any subsequent conversation will be visible in both your shared and personal mailboxes.