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Outlook for NetSuite
Learn More about CloudExtend Outlook for NetSuite
Learn More about CloudExtend Outlook for NetSuite
37 articles

Syncing Emails

Find everything you need to know about syncing emails to NetSuite here

Email Sync: How to Attach Emails to NetSuiteOLNS | Learn how to configure auto-fetch and how to manually search for records
Email Sync: How to associate a file with a record instead of an emailOLNS | Learn how to associate a file already in NetSuite with any record
Email Sync: Attaching to NetSuite while composing an email in OutlookOLNS | How to attach emails to NetSuite when composing or replying to an email
Email Sync: How to manually search for a record to attach an email toOLNS | Manually search for a record(s) to attach an email to
Email Sync: Selecting and saving file attachments to NetSuite records with CloudExtend OutlookOLNS | How to save file attachments to NetSuite with CloudExtend Outlook for NetSuite
Email Sync: Inline images and file attachment handling for CloudExtend OutlookOLNS | Learn how CloudExtend Outlook handles inline images and file attachments
Email Sync: Where are emails and file attachments saved in NetSuite?OLNS | How to find where emails and file attachments are stored in NetSuite
Email Sync: Jump to a NetSuite record quickly from CloudExtend OutlookOLNS | Learn how to get into NetSuite to view a record quickly from CloudExtend Outlook
Email Sync: How long does it take for an email to attach to NetSuiteOLNS | Learn how CloudExtend Outlook for NetSuite improves speed
Email Sync: Auto-fetch to attach emails quicklyOLNS | Using the Suggest related records button to search and find records quickly
Email Sync: Configure records that you want auto-fetched by CloudExtend Outlook when you click Suggest Related RecordsOLNS | Filter on what records you want auto-fetched when you click Suggest Related Records
Email Sync: CloudExtend Autopilot for Microsoft OutlookOLNS | Learn more about CloudExtend Autopilot
Email Sync: CloudExtend Autopilot for Shared MailboxesOLNS | Learn how to use troubleshoot CloudExtend Autopilot licensing issues on a shared mailbox

OneDrive for Business and SharePoint

Learn how to associate OneDrive and SharePoint files and folders to NetSuite records

OneDrive and SharePoint Sync: Getting Started with OneDrive for Business and SharePointOLNS | Learn how to use NetSuite OneDrive for Business and SharePoint integration
OneDrive and SharePoint Sync: How to integrate OneDrive for Business, SharePoint, and NetSuiteOLNS | how to add files to OneDrive for Business and SharePoint and associate them with NetSuite records, even from Outlook
OneDrive and SharePoint Sync: About CloudExtend OneDrive for Business and SharePoint NetSuite IntegrationOLNS | Learn about the CloudExtend Files Tab and how to sync NetSuite with OneDrive for Business and SharePoint.
OneDrive and SharePoint Sync: Adding and Removing CloudExtend Files tab (OneDrive - SharePoint) to NetSuite recordsOLNS | How to add or remove CloudExtend Files Tab for OneDrive from NetSuite records
OneDrive and SharePoint Sync: CloudExtend Files TabOLNS | Know what CloudExtend files tab is all about
OneDrive and SharePoint Sync: Bulk Upload OneDrive for Business and Sharepoint file associationsOLNS | Learn how to bulk upload OneDrive for Business and Sharepoint file and associate them with NetSuite records
OneDrive and SharePoint Sync: OneDrive for Business and SharePoint files appear to be duplicated in CloudExtendOLNS | Learn more about how CloudExtend Outlook handles files and folders
Actionable Messaging: How to Approve NetSuite Expense Reports and Timesheet Entries from OutlookOLNS | Learn how to approve timesheet entries and expense reports without leaving Outlook
OneDrive and SharePoint Sync: OneDrive for Business and SharePoint NetSuite Integration: FAQsOLNS | OneDrive and SharePoint FAQ
CloudExtend OneDrive Storage Savings By User MetricsOLNS | Track the space-saving benefits achieved through CloudExtend's synchronization with OneDrive for Business and SharePoint
CloudExtend Files Tab AssociationsOLNS | Learn how to create a saved search to show all records with linked documents through the CloudExtend Files tab.