🏢 Enterprise Admins: Configure Organization-Wide Autopilot for Emails
Want to enable automatic email sync across your organization without requiring any action from end users?
Global Autopilot (Enterprise only) lets administrators configure email sync once from the Admin Portal and apply it automatically to all enrolled users.
👀 See: Overview: Global Autopilot
This guide helps you create clear internal guidelines and processes so everyone using ExtendSync for Outlook NetSuite is on the same page before, during, and after go-live.
🧭 Planning Your Rollout
👥 Who Will Use ExtendSync?
Decide which departments will use ExtendSync: Sales, Customer Service, Support, Finance, and Operations.
🗂️ Which Records Should Emails and Events Be Saved To
Each department should establish its own guidelines. When you save an email to a Contact, Opportunity, or Estimate, it automatically rolls up to the Customer record.
📧 What Should Be Saved to NetSuite?
ExtendSync lets you save emails, events, and attachments. For large attachments, consider saving to OneDrive or SharePoint instead.
⚙️ Admin Setup Checklist
🧩 Admin Setup
☐ Install the ExtendSync Outlook SuiteApp
☐ Grant Microsoft API Consent
☐ Adjust NetSuite permissions for all relevant roles
☐ Allocate ExtendSync licenses to end-users
☐ Deploy ExtendSync via the Microsoft 365 Admin Center
☐ Configure Global Autopilot (optional, Enterprise only) — See: Admin: Enable & Configure Global Autopilot
🧮 Enable Core & Enterprise Features
Feature | Edition | Description |
Send from Outlook | Starter or Enterprise | |
Autopilot for Emails | Enterprise | |
Global Autopilot ⭐ NEW | Enterprise | Admin-configured org-wide email sync. No end-user action required. Includes shared mailbox support, domain exclusions, and auto-create contacts. |
Attachment Autopilot | Enterprise | |
OneDrive / SharePoint Integration | Enterprise |
👩💻 Individual End-User Setup Checklist
Logged in successfully
Completed a training session
Reviewed the company's internal usage guidelines and best practice guide
💡 Note for users enrolled in Global Autopilot
If your admin has set up Global Autopilot for your account, you do not need to configure Autopilot yourself. Simply ensure your NetSuite connection is active (Menu → Settings → NetSuite Connection), and syncing will begin automatically.
📚 Additional Training & Resources
💬 Need Help?
💬 In-app chat: from within ExtendSync or the bottom corner of the site
📩 Email: cloudextend-support@celigo.com