CloudExtend

ExtendSync Outlook | Connect Outlook emails & events, manage records, and link OneDrive and SharePoint with NetSuite

Overview: ExtendSync for Outlook NetSuite

ExtendSync Outlook | Guides and resources to ensure you are setup for success

🔍 Find all your important ExtendSync Outlook Resources in 1 place here!

ExtendSync Outlook | Learn how to save emails to NetSuite, save file attachments to NetSuite, and more

Navigating ExtendSync Outlook: Getting Started Guide

ExtendSync Outlook | Check points when using the app

Getting Started: Prerequisites for ExtendSync for Outlook NetSuite

ExtendSync Outlook | Admins can leverage this guide when implementing and planning user onboarding

Getting Started: ExtendSync Outlook Best Practice Guide

ExtendSync Outlook End-User Guidelines and Go Live Checklist

ExtendSync Outlook | Install and Login instructions ExtendSync for Outlook NetSuite

End-Users: How to Install and Login to ExtendSync Outlook from Microsoft AppSource

ExtendSync Outlook | Enterprise users using mobile device can attach emails to NetSuite records with native Outlook application

End-Users: Attach Outlook emails to NetSuite via your Mobile device

ExtendSync Outlook  | Daily usage and best practices, how to use one-time or autopilot on shared mailbox

End-User: Using ExtendSync in Shared or Delegate Mailboxes

ExtendSync Outlook | Know the different feature and buttons in application

Interface Guide - ExtendSync for Outlook NetSuite (Cheat Sheet)

ExtendSync Outlook | We strongly recommend you make these customizations to ExtendSync before use for the best user experience

Settings: Recommended end-user customizations for ExtendSync Outlook

ExtendSync Outlook | Learn how to determine if you are connected to the Outlook bundle

Settings: Optimize performance by checking for a connection to the ExtendSync Outlook bundle

ExtendSync Outlook | Can't find what you are looking for? Learn how to get more support here

Learn How to Get Support - ExtendSync for Outlook NetSuite

Install ExtendSync, log in, and start savings emails to NetSuite

Getting Started for End Users

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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