CloudExtend

🏢 Enterprise Admins: Configure Organization-Wide Autopilot for Emails

Want to enable automatic email sync across your organization without requiring any action from end users?

Global Autopilot (Enterprise only) lets administrators configure email sync once from the Admin Portal and apply it automatically to all enrolled users.

👀 See: <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/15297035-overview-global-autopilot">Overview: Global Autopilot</a>

Welcome to ExtendSync for Outlook NetSuite! We're glad to have you onboard!

Use this guide to complete the first-time setup for your organization.

___________________________________________________________

The admin assigned to login to <a href="https://portal.cloudextend.app/" rel="nofollow noopener noreferrer" target="_blank">https://portal.cloudextend.app/</a>

A user with GLOBAL ADMIN rights to your Microsoft 365 environment

1. The admin assigned to login to <a href="https://portal.cloudextend.app/" rel="nofollow noopener noreferrer" target="_blank">https://portal.cloudextend.app/</a>
2. A user with GLOBAL ADMIN rights to your Microsoft 365 environment
3. A user with NetSuite admin rights

You have an active or trial subscription for the Starter or Enterprise Edition.

You know which features your organization is licensed for.

- You have an active or trial subscription for the Starter or Enterprise Edition.
- You know which features your organization is licensed for.

ExtendSync works with: Outlook with a Microsoft 365 subscription, Outlook for iOS, Outlook for Android, Outlook.com (web), and Exchange Online.

✅ Assist them with installation and login

✅ Schedule a live training session 👉 <a href="https://meetings.hubspot.com/elise-gonzales/cloudextend-training-outlook-for-netsuite" rel="nofollow noopener noreferrer" target="_blank">Book your training session here</a>

✅ If you have Enterprise Edition, consider enabling Global Autopilot to automatically sync emails for your entire team without requiring any user setup. 📘 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/15297098-admin-enable-configure-global-autopilot">Admin: Enable &amp; Configure Global Autopilot</a>

- ✅ Assist them with installation and login
- ✅ Schedule a live training session 👉 <a href="https://meetings.hubspot.com/elise-gonzales/cloudextend-training-outlook-for-netsuite" rel="nofollow noopener noreferrer" target="_blank">Book your training session here</a>
- ✅ If you have Enterprise Edition, consider enabling Global Autopilot to automatically sync emails for your entire team without requiring any user setup. 📘 <a href="https://support.cloudextend.io/extendsync-outlook/en/articles/15297098-admin-enable-configure-global-autopilot">Admin: Enable &amp; Configure Global Autopilot</a>

💬 Use in-app chat (bottom-right of the support site)

✉️ Email <a href="mailto:cloudextend-support@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

- 💬 Use in-app chat (bottom-right of the support site)
- ✉️ Email <a href="mailto:cloudextend-support@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-support@celigo.com</a>

ExtendSync Outlook | Check out this article on how to setup ExtendSync Outlook

Admin: ExtendSync Outlook for NetSuite Setup Guide

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Step	Who Performs It	Description
1. Install ExtendSync Outlook Bundle	NetSuite Admin	Install bundle ID 244864. 📘 Install Bundle Guide
2. Install the CloudExtend SuiteApp	NetSuite Admin	📘 Install SuiteApp Guide
3. Complete NetSuite prerequisites	NetSuite Admin	📘 NetSuite Prerequisites
4. Manage licenses	Portal Admin	📘 License Management Guide
5. Grant Microsoft API Access	Microsoft 365 Admin	📘 Grant Access Guide
6. Install ExtendSync Outlook Add-in	End Users	📘 Install & Log In

Feature	Edition	Description
Send from Outlook	Starter or Enterprise	📘 Enable Send from Outlook
Autopilot for Emails	Enterprise	📘 Enable Autopilot for Emails
Global Autopilot ⭐ NEW	Enterprise	Admin-configured org-wide email sync. No end-user action required. Included at no extra cost for Enterprise Edition. 📘 Admin: Enable & Configure Global Autopilot
Attachment Autopilot	Enterprise	📘 Enable Attachment Autopilot
OneDrive / SharePoint Integration	Enterprise	📘 Add or Remove CloudExtend Files Tab

Admin: ExtendSync Outlook for NetSuite Setup Guide

Who is required for the initial setup?

Before You Begin

Review Outlook Add-In Requirements

Core Setup (Required for All Editions)

Core Features by Edition

Set Your Users Up for Success

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