You spoke, we listened, and we've been busy working on building the best Outlook/NetSuite integration ever and it's ready for you to try now. Just look for the image below at the bottom of your CloudExtend App to jump right in.
Introducing the new features of CloudExtend Outlook for NetSuite NextGen! 🚀
There are two prerequisites
Install the SuiteApp (admin)
Your NetSuite admin will need to install our new SuiteApp in your NetSuite instance as outlined here.
Grant Microsoft API Consent
Your Microsoft 365 admin will need to grant consent for CloudExtend as outlined here.
Ready to get started?
Check out what's new below and then check out our Getting Started Guide 🚀
See all the differences between legacy and latest version in one handy chart.
⚠️ Before transitioning to NextGen, please review the following important information:
We tried to make this list short but there's so much here we couldn't. 😕
🔵 Global search
The global search bar mimics the NetSuite global search to help you find records even faster.
🔵 Support for custom records
This has been one of the most requested features. With this new release, users will now be able to search and associate their emails and files with NetSuite custom records.
🔵 See if someone else in your org has already attached an email
Our new "Shared Association" feature lets you know if someone else in your organization has already attached the email to NetSuite with a purple icon, helping to prevent duplicates in NetSuite.
🔵 Support for more record types
Support for a lot more additional record types added. See lists here.
🔵 Improved performance
Previously CloudExtend would return large numbers of related records which resulted in extra calls to NetSuite and longer wait times for you. We've added a new default to return up to 25 records. If you need more, there's a setting in the app to revert to all records.
🔵 Quickly create nearly all NetSuite record types
CloudExtend supports creating select record types without leaving Outlook already. But what about other record types? CloudExtend now makes creating other record types just a click away using the Create from NetSuite link which will open NetSuite for them with the desired record type ready to be entered.
🔵 Improved Autopilot UI to prevent errors
Our email Autopilot feature is a fan favorite, but if used incorrectly, you might end up with some unwanted emails in NetSuite. For this reason, users will now get an extra prompt to confirm that they want to put the email on Email Autopilot.
🔵 CloudExtend Federated Identity
Users can seamlessly switch to multiple NetSuite accounts and roles without having to log out of the application. Each NetSuite account/role is connected to your Microsoft 365 account.
Connections (under Settings) is where you can manage all your NetSuite accounts and roles related to CloudExtend. Now you can even rename them, so they make more sense than something like "Role - 3".
🔵 All-new sleek UI
The complete UI was redesigned so that it's easy for users to search and associate emails to NetSuite records or set up email address-based or thread-based automation.
🔵 Themes and Colors
Users have the option to change the theme of the app to the system, dark mode, or light mode.
Predefined colors help you understand which environment you are working in:
Orange for Sandbox connections
Blue for Production connections
Green for Test drive connections
🔵 Faster syncs
Messages with attachments will be processed using an asynchronous mode. This means you'll no longer have to wait for all the attachments to sync over and you can go on with your work without delay.
🔵 Hover card details for Record viewing
Users can view additional information related to Available records by hovering over the record name.
🔵 Performance Improvements
The infrastructure and the frameworks we use to build the app have been upgraded giving users improvement in app responsiveness and performance.
Missing something? Check the list below.
🔵 Status logs
Status logs for your async associations or Autopilot associations will be coming soon in future releases.
🔵 Outlook NextGen is not available for Personal Edition users
Presently the beta app is only available to users on Group and Enterprise plans. We do plan to add additional updates for single-user plans soon.
🔵 Recently Updated records section
This section is not present on the home page of the new app. The need for this is being evaluated.
🔵 Compose mode/read mode for messages not working in the online web version
There's an issue when using the online version of Outlook and the compose mode window is opened as a separate window (a bit uncommon but some users do this). This issue occurs because we're giving the option of switching between beta and production and it will self-resolve when we go live with production.