Email and Calendar Integration with NetSuite and Outlook with NetSuite Record Create/View Capabilities
CloudExtend Outlook for NetSuite gives you an easy and efficient solution for adding email, calendar events, and file attachments to NetSuite directly from Outlook. No more time spent copying and pasting emails and calendar events: Give your teams instant organizational visibility into important communications, documents, and connections with a solution that can be configured within 30 minutes or less.
CloudExtend Outlook for NetSuite gives your business the power to extend the value of the solution your team is already frequently working in: Microsoft Outlook. Say goodbye to the tedious work of manually attaching emails, files, and calendar events to NetSuite records, and say hello to a solution for NetSuite CRM data updates, storage savings, and email attachments all from one email-based app. With CloudExtend Outlook, your teams are empowered to save time and increase productivity by working where they already are.
MAKE NETSUITE THE SINGLE SOURCE OF TRUTH: CloudExtend automates the process of adding emails, calendar events, and file attachments ot the CRM. Users no longer have to spend their valuable time adding these manually.
EXTEND THE VALUE OF THE APPS YOU ALREADY HAVE: CloudExtend allows your business to increase the value of applications you already own, namely Microsoft 365.
REDUCE MANUAL EFFORT / INCREASE AUTOMATION: Eliminate time-consuming, repetitive tasks required to add emails and files to NetSuite. With Autopilot, entire email chains can be automatically added to NetSuite based on a thread or a particular contact.
STAY SECURE: CloudExtend is part of NetSuite’s Built for NetSuite program. Users log in using native three-step authorization with full support for two-factor authentication and Single Sign On, and all NetSuite roles and permissions are respected.
Key Benefits
Create and edit NetSuite records directly from your inbox.
Say goodbye to silos with one-click addition of emails, attachments, and events to NetSuite records.
Reduce storage costs by leveraging Microsoft OneDrive and SharePoint in NetSuite by associating files and folders with NetSuite records.
Using Autopilot, you can attach an email thread to NetSuite once and ensure that the entire conversation is visible in NetSuite without any user action required. In addition to tracking an email thread, you can now put a particular sender or recipient email address on Autopilot.
When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks.
Eliminate duplicate emails (CloudExtend alerts you if an email is already attached by you or a colleague).
Prerequisites:
Valid NetSuite Production Account.
Enable Web Services permissions for all roles selected for CloudExtend.
Add permissions to View/Create/Update NetSuite records via Web Services for selected roles.
Log in to CloudExtend with existing NetSuite Production Account credentials.
Compatible with both Windows and Mac