Getting Started
Find guides and best practices to get you off to the right start
24 articles
🔍 Find all your important ExtendSync Outlook Resources in 1 place here!ExtendSync Outlook | Guides and resources to ensure you are setup for success
ExtendSync Outlook End-User Guidelines and Go Live Checklist
Navigating ExtendSync Outlook: Getting Started GuideExtendSync Outlook | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more
Getting Started: Prerequisites for ExtendSync for Outlook NetSuiteExtendSync Outlook | Check points when using the new app
Getting Started: ExtendSync Outlook Best Practice GuideExtendSync Outlook | Admins can leverage this guide when implementing and planning user onboarding
End-Users: How to Install and Login to ExtendSync Outlook from Microsoft AppSourceExtendSync Outlook | Install and Login instructions ExtendSync for Outlook NetSuite
End-Users: Attach Outlook emails to NetSuite via your Mobile deviceExtendSync Outlook | Enterprise users using mobile device can attach emails to NetSuite records with native Outlook application
Settings: Optimize performance by checking for a connection to the ExtendSync Outlook bundleExtendSync Outlook | Learn how to determine if you are connected to the Outlook bundle
Getting Started: Add or Switch NetSuite Connections in ExtendSync OutlookExtendSync Outlook | Learn how to add or switch connections
Settings: Recommended end-user customizations to make to ExtendSync OutlookExtendSync Outlook | We strongly recommend you make these customizations to ExtendSync before use for the best user experience
Interface Guide - ExtendSync for Outlook NetSuite (Cheat Sheet)ExtendSync Outlook | Know the different feature and buttons in application
Admin: ExtendSync Outlook for NetSuite Setup GuideExtendSync Outlook | Check out this article on how to setup ExtendSync Outlook
Admin: How to Install the SuiteApp for ExtendSync OutlookExtendSync Outlook | Learn how to install the SuiteApp for app activation
Admin Portal: Grant Microsoft API AccessExtendSync Outlook | How to grant Microsoft API access
Admin: ExtendSync for Outlook NetSuite can be installed by your Microsoft 365 AdminExtendSync Outlook | Learn how Admins can install ExtendSync Apps for multiple users at once
Admin: Understand ExtendSync Outlook Client, Server, and NetSuite PrerequisitesExtendSync Outlook | Learn about what's required for Exchange Server, Microsoft 365, and Outlook clients to effectively use the app
Admin: Configure Shared or Delegate Mailboxes ExtendSync Outlook for NetSuiteExtendSync Outlook | Learn how to use ExtendSync on Shared or Delegate Mailboxes
Admin: Add New Users to ExtendSync for Outlook NetSuiteExtendSync Outlook | Admin's checkpoint for new users of the app
Admin: Install ExtendSync for Outlook NetSuite Performance BundleExtendSync Outlook | Learn how to install the NetSuite bundle to take advantage of additional features
Admin: Enable/Disable Thread and Email Autopilot for UsersExtendSync Outlook | Learn how to manage users Autopilot configuration from the portal
Admin: Enable Attachment Autopilot using ExtendSync Outlook (NetSuite File Cabinet)ExtendSync Outlook | Guide on how to enable Attachment Autopilot for your organization
Admin: ExtendSync for Outlook NetSuite Web Process Status LogExtendSync Outlook | Learn how to troubleshoot email and file attachments by viewing the SOAP Web Services Process Status Log
Admin: Manage ExtendSync Outlook Group Edition or Enterprise Edition licenses and Administrator usersExtendSync Outlook | Learn how to allocate licenses for your end-users
Admin: Enable Autopilot for EmailsExtendSync Outlook | Learn how to enable Autopilot for your organization