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ExtendSync for Outlook NetSuite Edition
ExtendSync for Outlook integrates Outlook,OneDrive, SharePoint, and Calendar with NetSuite. This section contains articles relevant to all applications, covering setup, installation, and more.
58 articles
Why We Built It: CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Get to know why we built this new application
Feature Comparison Table: Outlook for NetSuite Production vs NextGenOutlook NextGen | See all the new features we have for you with our NextGen version
User Edition: Granting Microsoft ConsentOutlook NextGen | See the configuration to get started for User Edition users
CloudExtend Outlook NextGen FAQOutlook NextGen | Frequently asked questions
Learn How To Get Support For CloudExtend Outlook For NetSuiteOLNS NextGen | Can't find what you are looking for? Learn how to get more support here
🔍 Find all your important CloudExtend Outlook NextGen Resources in 1 place here!OLNS NextGen | Guides and resources to ensure you are setup for success
Navigating CloudExtend Outlook: Getting Started Guide with NextGenOutlook NextGen | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more
Getting Started: Switch to CloudExtend Outlook for NetSuite New AppOutlook NextGen | Login to the new version of CloudExtend Outlook
Getting Started: Prerequisites for CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Switch from the production to the NextGen version of CloudExtend Outlook for NetSuite
Interface Guide - CloudExtend Outlook for NetSuite NextGen (Cheat Sheet)Outlook NextGen | Know the different features and buttons in application
Admin: How to Install the SuiteAppOutlook NextGen | Learn how to install the SuiteApp for NextGen activation
Admin Portal: Grant Microsoft API AccessOutlook NextGen | How to grant Microsoft API access
Admin: CloudExtend Outlook for NetSuite NextGen Setup GuideOLNS NextGen | Check out this article on how to setup CloudExtend Outlook
Admin: Enable/Disable Thread and Email Autopilot for UsersOutlook NextGen | Learn how to manage users Autopilot configuration from the portal
Admin: Configure Shared or Delegate Mailboxes CloudExtend Outlook for NetSuite NextGenOutlook NextGen | Learn how to use CloudExtend on Shared or Delegate Mailboxes
Admin: Add New Users to CloudExtend Outlook for NetSuiteOutlook NextGen | Admin's checkpoint for new users of CloudExtend
Email Sync: Email Autopilot 2.0Outlook NextGen | How does Autopilot 2.0 works
FAQ: Best Practices for Choosing One-Time Save vs Autopilot 2.0 (Email Address & Thread Based)Outlook NextGen | Know when to use Autopilot features
FAQ: Email Address-Based Autopilot (Auto-Association)Outlook NextGen | What is Auto-Association for Email Address Based Autopilot
FAQ: How to turn off Email AutopilotOutlook NextGen | Know the steps on how to turn off Email Autopilot
FAQ: Sticky Settings for One-Time and Autopilot TabOutlook NextGen | Know how the sticky settings for both the Autopilot and One-Time tab work
FAQ: Learn about email rollup so you can see all email activity at the parent level (without the extra work)OLNS NextGen | Learn which child records will automatically roll up emails to parent records
FAQ: Customized your Message Tab View in NetSuiteOutlook NextGen | Learn how to update your message tab view in NetSuite
FAQ: Task pane pinning 📌Outlook NextGen | Learn how to keep CloudExtend app open all the time
FAQ: How CloudExtend Outlook for NetSuite identifies matching recordsOutlook NextGen | Learn how CloudExtend Outlook searches NetSuite to find matching entities and transaction records
FAQ: Customizing the Global Search Prefix and Suffix with CloudExtend OutlookOutlook NextGen | Learn how to add global search prefix and suffixes to identify more records when searching
FAQ: Learn about CloudExtend Outlook for NetSuite SettingsOutlook NextGen | The settings section enables you to customize the CloudExtend settings
FAQ: Record Types Supported by CloudExtend Outlook for NetSuite NextGenOutlook NextGen | CloudExtend Outlook for NetSuite currently supports the following records
FAQ: Include Dependent Record FeatureOutlook NextGen | Limit the number of dependent records pulled by CloudExtend
FAQ: Include names in suggestions for CloudExtend OutlookOLNS NextGen | Learn how include names in suggestion feature work
FAQ: View Logs related to your One Time and Autopilot AssociationsOutlook NextGen | Check the logs for successful and failed associations using CloudExtend
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange OnlineOutlook NextGen | This is the step-by-step process of Grant Graph API to Selected Users Only
FAQ: Configuring Application Permissions Restriction in Microsoft Exchange Online - Group EditionOutlook NextGen | This is the step-by-step process of Grant Graph API to Selected Users Only
FAQ: Zoom in or out of the CloudExtend app in Outlook NextGenOLNS NextGen | Resize your CloudExtend app for best display
FAQ: What file types are supported for attachment sync by CloudExtend Outlook NextGen?Outlook NextGen | Supported file types by Outlook extension for attachment sync
FAQ: Include old app associations for CloudExtend OutlookOutlook NextGen | How to show old app associations
Error: We are unable to detect the CloudExtend SuiteApp on your accountOutook NextGen | Know what to do when you encounter the unable to detect CloudExtend SuiteApp error
Troubleshooting: Get back to the current CloudExtend Outlook versionOutlook NextGen | Learn how to get back to the current Outlook version if the switch button is not available
Error: Your subscription is invalid or expiredOutlook NextGen | Learn how to resolve subscription invalid or expired error
Troubleshooting: Reload CloudExtend Outlook for NetSuiteOutlook NextGen | Learn to reload the app
Troubleshooting: My email is on Autopilot but I don't see it in NetSuite yetOutlook NextGen | Learn how to check the logs if eamils are not syncing to NetSuite
Error: Login access has been disable for this roleOutlook NextGen | How to resolve login access error when logging into CloudExtrend