Who is required for the initial setup?

The following clients support Outlook add-ins:

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.

The CloudExtend for NetSuite Performance bundle (ID: 244864) is available publicly for all NetSuite users and can be installed in your accounts. Why is this important? Check out the article here.

It is important to know the roles of users in NetSuite that need to be updated for CloudExtend to work.

NetSuite Administrators need 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.

NetSuite Administrator's checklist for end-user configuration:

In NetSuite, go to Home> Set Preferences> Appearance then 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.

In NetSuite, go to Setup > Users/Roles > Manage Roles. Validate if the Web Service Only Role is OFF.

The following permissions are enabled on any and all roles that will be logging in and using CloudExtend Outlook.

In NetSuite, go to Setup > Users/Roles > Manage Roles then choose the role to update:

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

To begin managing your CloudExtend Outlook for NetSuite licenses please follow the steps below:

Full article link here.

Granting Microsoft API access is required for all organizations.

Choose one of the options below to skip directly to the necessary step.

I've already enabled Autopilot for my organization

I want to enable Autopilot for my organization

I don't want to enable Autopilot but still need to grant Microsoft API access

✋ Note:

Before enabling Autopilot, make sure that you are logged in to the CloudExtend application.

See steps to enable Autopilot can be found in this article.

CloudExtend Autopilot is an Enterprise Edition feature that adds more automation to saving emails. The increase in productivity can be massive.

Events in Outlook will seamlessly synchronize with 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. This is an Enterprise Edition feature.

To learn how to enable this in your organization, click here.

The CloudExtend Files tab is deployed to Customer and Contact records by default. Most users will want to deploy the tab to other NetSuite records as well. In addition, the CloudExtend Files tab can be removed from any or all records entirely.

Your NetSuite Admin typically would be the one to perform these actions.

Step 1: Navigate to Customization >Scripting > Scripts.

Step 2: Look for Script celigo-ce-fs-tab-entrypoint and from Bundle 244864. Click on Edit and navigate to Deployments tab

Step 3: Add/Remove all the record types on the Applies To tab one at a time.

Set the following:

Save the changes.

The CloudExtend Files Tab will appear on the record types that are seen in the deployment tab.

Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps.

Certain NetSuite roles do not allow custom fields to be displayed without explicitly telling them to. If you are not able to see custom fields try switching to a different role. If none of your roles show share this article with your NetSuite Admin and ask them to grant your role the required permissions.

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 do the following:

💡 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).

After you've installed CloudExtend Outlook or NetSuite you'll want to make sure your users have the tools for success.

Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.

Your org may subscribe to one or more of our CloudExtend Gmail Apps. Be sure to share our Getting Started Guides and FAQs built just for them.

Meet with the CloudExtend team to get set up for success.