ExtendSync introduces a solution allowing you to send emails directly from NetSuite’s interface while ensuring:
✔️ 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 enabled?
Follow this guide to ensure your organization meets all Send from Outlook prerequisites before using the feature.
When setup is complete, you’ll be ready to send directly from NetSuite’s email interface seamlessly through Outlook.
Prerequisites
In order to use ExtendSync Send from Outlook feature successfully, there are a few prerequisites that need to be met. These include:
Requirement | Who Performs It | Details |
1. Regrant consent for Microsoft Graph API | Microsoft 365 Admin/Subscription Portal Admin | Required for Outlook to send on behalf of users. |
2. Assign CloudExtend license to user | Subscription Portal Admin | Available for Enterprise and Starter Edition only. |
3. Thread-Based Autopilot enabled (Enterprise users) | Subscription Portal Admin | Required for Enterprise users. Validate user setup in the CloudExtend Subscription Portal.
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4. Add permissions to User role | NetSuite Admin | Set the required permissions to user role |
5. Log in to the ExtendSync add-in | End user | Each user must install and sign in to the ExtendSync add-in at least once to create the NetSuite connection.
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6. Compose an email using Send from Outlook | End-user | To validate if the feature is working, send an email from NetSuite
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Error Messages
If any of these prerequisites are missing, the user will be shown an error when they click on the Email using CloudExtend button.
Sample Error Messages
Error Message | Meaning / Fix |
Microsoft Grant needs to be given by your CloudExtend admin for this feature to work. | The Microsoft 365 admin has not yet regranted consent for the Send from Outlook feature. |
You need to log in to ExtendSync add-in and connect to your NetSuite account for this feature to work. | The user has not signed into ExtendSync or linked their NetSuite account. |
See troubleshooting steps below. 👇
Regranting consent for Send from Outlook feature
Step 1: Regrant consent for Microsoft Graph
A Microsoft 365 admin must grant or regrant consent once per tenant.
Step 2: Add permissions to Users with Custom Roles
In NetSuite, go to Setup > User/Roles > Manage Roles and select the relevant custom role.
Go to Permissions > Custom Record Tab.
Add Celigo Send from Outlook Email Config and set to FULL.
Go to Permissions > Lists
Add Track Messages and assign FULL access level
Step 3: Request users to log in to ExtendSync
After the admin grants consent, each user should:
Open the ExtendSync Outlook add-in and sign in at least once.
Create a NetSuite connection in the app, if they have not already done so.
Quick Checklist
✅ Microsoft 365 Admin has regranted Microsoft Graph consent
✅ User role in NetSuite includes Send from Outlook and Track Messages permissions
✅ ExtendSync add-in installed and user logged in
✅ Feature license is Enterprise or Starter Edition
✅ (Enterprise only) Thread-Based Autopilot enabled
Need Help?
Let your users know where to get help when they need it. ExtendSync offers several ways to get help.
Visit https://support.cloudextend.io/extendsync-outlook and search for your answer.
Use the chat at the bottom right of the Help Center or within the app.
Check status.cloudextend.io for any known issues.