You can find all your important CloudExtend resources in this one article!

📕 Complete CloudExtend Outlook for NetSuite step by step setup guide

OR Individual guides for each specific step:

📌 Login permissions to set in NetSuite

📌 Bundle install

📌 Enabling AutoPilot (Enterprise Users Only)

📌 Install ExtendSync Outlook for your users via the Microsoft 365 Admin center

📌 How to allocate CloudExtend licenses to users via the admin portal

📌 Deploy the CloudExtend Files tab (used to attach OneDrive and/or Sharepoint files and folders to NetSuite records) to other record types than contacts and customers (Enterprise Users Only)

📌 Saving emails from a Mobile device

📌 Setup email usage metrics

📌 Setup metrics to see how how much NetSuite storage space is being saved by using CloudExtend OneDrive and SharePoint Sync

📍 Best Practices Guide

📍 Go Live Checklist and End User Guidelines

📍 Direct link to support site

📍 End-user getting started guide

📍 Recommended customizations (for end-users to make for the best experience)

📍 AutoPilot FAQ

📝 ExtendSync for Outlook NetSuite Enterprise Edition

📝 ExtendSync for Outlook NetSuite Group Edition

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