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Getting Started for End-Users
Find guides and best practices to get you off to the right start
10 articles
🔍 Find all your important ExtendSync Outlook Resources in 1 place here!ExtendSync Outlook | Guides and resources to ensure you are setup for success
Navigating ExtendSync Outlook: Getting Started GuideExtendSync Outlook | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more
Learn How To Get Support ExtendSync OutlookExtendSync Outlook | Can't find what you are looking for? Learn how to get more support here
Getting Started: ExtendSync Outlook Best Practice GuideExtendSync Outlook | Admins can leverage this guide when implementing and planning user onboarding
ExtendSync Outlook End-User Guidelines and Go Live Checklist
End-Users: Install ExtendSync Outlook from Microsoft AppSourceExtendSync Outlook | Install and Login instructions ExtendSync for Outlook NetSuite from AppSource
Interface Guide - ExtendSync for Outlook NetSuite (Cheat Sheet)ExtendSync Outlook | Know the different feature and buttons in application
End-Users: Attach Outlook emails to NetSuite via your Mobile deviceExtendSync Outlook | Enterprise users using mobile device can attach emails to NetSuite records with native Outlook application
Settings: Recommended end-user customizations to make to ExtendSync OutlookExtendSync Outlook | We strongly recommend you make these customizations to ExtendSync before use for the best user experience
Settings: Optimize performance by checking for a connection to the ExtendSync Outlook bundleExtendSync Outlook | Learn how to determine if you are connected to the Outlook bundle