What is Send from Outlook within NetSuite?
We all rely on Outlook for most of our email communication but sometimes, you need to send messages directly from within NetSuite (for example, when responding to a customer record or transaction).
The challenge with sending emails from NetSuite includes:
Emails sometimes end up in spam due to the long string NetSuite appends to the "From" address.
Sent emails are only stored in NetSuite and do not appear in Outlook’s Sent folder.
No way to send email using Outlook account from NetSuite
The CloudExtend Solution
Now, ExtendSync introduces a solution to these problems allowing you to send emails directly from NetSuite’s using your Outlook account.
With Send from Outlook, you can:
✔️ Emails are less likely to be marked as spam.
✔️ Sent emails are stored in both NetSuite and Outlook with a single click.
✔️ Full support for all NetSuite templates and attachments by leveraging the native NetSuite email interface.
✔️ Replies in Outlook sync automatically using Autopilot for Emails(Enterprise only)
Not yet setup?
If your organization hasn’t configured the Send from Outlook feature yet, follow the setup guide first.
FAQs
🔵 What are the supported record types for this feature?
The Send from Outlook feature is available on most record types, including:
Contact
Customer
Lead
Prospect
Vendor
Company
Other Name
Partner
Opportunity
Transactions
Project/Job
🔵 Why Do I Need to Grant Microsoft Permissions Again for this to work?
The Send from Outlook feature requires a special permission to send email from user’s Outlook account and this permission was not requested before from Admins.
➡️ See the full guide on regarding Microsoft Graph permissions, click here.
🔵 Why do I need to login to ExtendSync add-in at least once for the feature to work?
You must log in to ExtendSync at least once to:
Establish your NetSuite connection (so the message is saved back to NetSuite).
Enable Thread Autopilot for automatic reply tracking.
🔵 I am getting License not found when using this feature even though I have license for ExtendSync add in.
Your NetSuite login email might be different from Outlook email to which license is assigned.
Fix:Make sure that the email configured there is your Outlook email for which the ExtendSync license is assigned.
➡️ For further troubleshooting, send this guide to your CloudExtend admin.
🔵 Can I send email with attachments that are more than 10MB size using this feature?
No. As we are using the native NetSuite Email compose window where you can pick files from the NS file cabinet and there the file size limit is 10MB the same restriction would be applied here as well.
🔵 Are NetSuite templates supported?
Yes. You can use all your NetSuite templates and also make edits to them. The values would be properly read and email would be sent using Outlook.
🔵 Is there a way to Customize my NetSuite Signature when using this feature?
You can setup your signature and other email profile in NetSuite.
🔵 Can I send email using a Shared Mailbox email?
Yes! Admin needs to configure the user's profile for this to work.