Subscription Admins can log into https://subscriptions.cloudextend.io with their Microsoft account to start managing end-user licenses and assign other administrators.

REQUIREMENTS

A subscription to the Group and Enterprise edition is required.
- Additionally, your organization must subscribe to Calendar Autopilot separately
- Advanced Calendar Autopilot feature is currently FREE through October 1st, 2024. Learn about the fees associated here!

Admins should install the CloudExtend SuiteApp and add users to the subscription portal.

There is an Account setting in the setup that is only required for CloudExtend Outlook Enterprise subscriptions to enable Event Sync Feature. If you're a Group Edition subscriber the Account field is not required.

Enabling Calendar Autopilot

Who is required for the initial setup?

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

How to Enable Calendar Autopilot

Install CloudExtend SuiteApp in your NetSuite Account

NetSuite Admins should click the SuiteApps tab in their NetSuite navigation bar.
On the search box, enter "CloudExtend".
- Multiple CloudExtend SuiteApps will appear, be sure to select CloudExtend Outlook with the logo below which has the latest functionality.

Enable Calendar Autopilot in the Subscription Portal

✳️ Step 1: Log in to the subscription portal

The CloudExtend admin should log in to the subscription portal (subscriptions.cloudextend.io) and click on Accounts.

✳️ Step 2: Enable Event Autopilot

Navigate to the Event Autopilot tab and proceed with the following steps:

(1) Select your NetSuite Account.

(2) Activate Event Autopilot to enable automatic event synchronization with NetSuite.

(3) Set Calendar Autopilot Preference

(4) Default Organizer Internal ID

It is optional to assign a default organizer's employee internal ID. You can find more information on this here.
If you leave this blank, the admin who will perform the NetSuite authorization in step 3 will be the default organizer.

(5) Continue to the next step by selecting Configure Autopilot. The next step requires your Microsoft 365 Admin and your NetSuite Admin.

✳️ Step 3 Configure Autopilot

See CloudExtend Subscription Portal View

Step 1: Grant Microsoft 365 Consent

Admin would be asked to provide Microsoft grant in the first step for his organization's domain.

Step 2: NetSuite Authorization for the Organization

NetSuite Admin needs to authorize the event sync to the whole organization.
Admin will be prompted to login to NetSuite.

Step 3: Verify NetSuite SuiteApp

Once the NetSuite authorization is completed, we run a check to see if the SuiteApp is installed in your NetSuite account. If that is installed then, no action is required else you will be prompted to install the SuiteApp.

Step 4: Assign Event Autopilot Users

In the last step Assign Users, Admin will be shown the list of all licensed users, and Event Autopilot will be selected by default for them. He can turn off the feature for some users if he doesn't want them to have access to this feature.
End users with a valid licensed who have had Event Autopilot enabled will be be able to confirm the status of their configuration in the Autopilot Status section in the Settings of the CloudExtend app.

What to expect after activating the Calendar Autopilot?

💡 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, CloudExtend 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