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

Prerequisites

In order to use ExtendSync Send from Outlook feature successfully, there are a few prerequisites that need to be met. These include:

Regrant consent for Microsoft Graph (Microsoft 365 admin required).
Users should login to ExtendSync add-in at least once and create NetSuite connection inside the app. 👉 Visit this link to install and login to ExtendSync.

This feature would be available for Enterprise and Group Edition users.

Calendar Autopilot users will not have access to it. They would need to have the Enterprise Edition to access this feature.
Enterprise Edition users needs to be have Thread-Based Autopilot enabled. Validate users setup in the CloudExtend subscription portal.

Error Messages

If any of these prerequisites are missing, user will be shown an error when they click on the button Email using CloudExtend button.

Sample Error Messages

Microsoft Grant needs to be given by your CloudExtend admin for this feature to work.
Your need to log in to ExtendSync add in and connect to your NetSuite account for this feature to work.

See troubleshooting steps below. 👇

Users should login to ExtendSync add-in at least once and create NetSuite connection inside the app.
Share this link to Install and login to ExtendSync

Let your users know where to get help when they need it. ExtendSync offers several ways to get help.