Find guides and best practices to get you off to the right start
21 articles
Admin: Understand CloudExtend Outlook Client, Server, and NetSuite PrerequisitesOLNS | Learn about what's required for Exchange Server, Microsoft 365, and Outlook clients to effectively use CloudExtend Outlook
Admin: CloudExtend Outlook for NetSuite can be installed by your Office 365 AdminOLNS | Learn how Admins can install CloudExtend Apps for multiple users at once
Admin: Install CloudExtend Outlook for NetSuite Performance BundleOLNS | Learn how to install the CloudExtend Outlook for NetSuite bundle to take advantage of additional features
Admin: CloudExtend Outlook for NetSuite Setup Guide (Group and/or Enterprise)OLNS | Check out this article on how to setup CloudExtend Outlook
Admin: Manage CloudExtend Outlook Group Edition or Enterprise Edition licenses and Administrator usersOLNS | Learn how to allocate licenses for your end-users
Admin: Enabling CloudExtend Outlook Autopilot For Your OrganizationOLNS | Learn how to enable Autopilot for your organization
Admin: CloudExtend for NetSuite OneDrive/SharePoint Savings MetricsOLNS | Learn how to create a dashboard to know how much space is being saved using CloudExtend's OneDrive for Business and SharePoint Sync
Admin: CloudExtend Outlook for NetSuite Web Process Status LogOLNS | Learn how to troubleshoot email and file attachments by viewing the SOAP Web Services Process Status Log
End-Users: View this CloudExtend Outlook for NetSuite video walk-throughOLNS | Watch and learn the basics of using CloudExtend Outlook to provide your co-workers with a 360 degree view of the customer
End-Users: Install CloudExtend Outlook from Microsoft AppSourceOLNS | Install instructions CloudExtend Outlook for NetSuite from AppSource
End-Users: Login to CloudExtend Outlook for NetSuiteOLNS | Learn about Basic Credentials, TBA and SSO options available to you when signing in to CloudExtend Outlook for NetSuite
End-Users: Attach Outlook emails to NetSuite via your Mobile deviceOLNS | Enterprise users using the Outlook app on a mobile device can attach emails to NetSuite records with native Outlook application
Settings: Learn about CloudExtend Outlook for NetSuite SettingsOLNS | Learn about the CloudExtend Outlook settings page
Settings: Recommended end user customizations to make to CloudExtend OutlookOLNS | We strongly recommend you make these customizations to CloudExtend before use for the best user experience
Settings: Optimize performance by checking for a connection to the CloudExtend Outlook bundleOLNS | Learn how to determine if you are connected to the Outlook bundle
Settings: Work faster with CloudExtend Outlook task pane pinningOLNS | Enable task pane pinning to attach emails in the background
Settings: CloudExtend Outlook for NetSuite Status LogOLNS | Learn about the status log in CloudExtend Outlook for NetSuite
🔍 Find all your important CloudExtend Outlook Resources in 1 place here!OLNS | Guides and resources to ensure you are setup for success
Getting Started: CloudExtend Outlook - Getting Started GuideOLNS | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more
Getting Started: CloudExtend Outlook Best Practice GuideOLNS | CloudExtend Outlook Admins can leverage this guide when implementing and planning user onboarding.
CloudExtend Outlook End-User Guidelines and Go Live Checklist