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Admin: Enable or Disable ExtendSync Outlook Calendar Autopilot for Users

ExtendSync Outlook | Enable Calendar Autopilot for sselected users

Updated this week

Admins can enable and disable the Calendar Autopilot feature for users.

Step 1: Visit subscriptions.cloudextend.io and log in to the Admin Portal with your Microsoft ID (this was previously provided to your Customer Success Manager and is typically your Microsoft 365 email address).

Step 2: Go to Manage Licences> Account> Calendar Autopilot

Step 3: Configure Autopilot

Step 4: Go to Assign Users(1) and review the email addresses of users to whom Calendar Autopilot should be enabled.

Once configured, events in Outlook will automatically synchronize to NetSuite, whenever there are updates, deletions, and declines with the event in Outlook including changes in the attendee list, time date, or agenda, all of those will be reflected in NetSuite.

For Outlook Events with attendees, ExtendSync will sync the event to all relevant entity records in NetSuite. The order of preferences followed while searching for entities in NetSuite is as follows:

Employee > Contact > Customer > Vendor > Lead> Prospect > Partner > Job


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