See answers for some of the frequently asked question with Send from Outlook feature.
🔵 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
On clicking this option, you will see an email compose window open in NetSuite which would have the Send from Outlook option.
Learn more about Send from Outlook feature.
🔵 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. To 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?
We would need the user’s NetSuite connection to create the message back in NetSuite and also for the Thread AP to work.
🔵 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. 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. To learn more about attachments, click here.
🔵 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 See more here.
🔵 Can I send email using a Shared Mailbox email?
Yes! Admin needs to configure the user's profile for this to work. See full guide here.
Things to Note
When composing email inside NetSuite using the Send from Outlook feature, take note of the following:
The Email using CloudExtend pop-up should not be reloaded.
Record should be in view mode when using Email using CloudExtend pop-up. Any record operations like edit should not be done.
Email using CloudEtend button will not be available on locked NetSuite records
See Also
Even though emails are being sent via Outlook, the creation and configuration of those emails still adhere to NetSuite's email protocols.
Customizing Email Experience
Email Signatures: Customizing Email Signatures and From Fields
Email Templates: Working with Email Templates