NetSuite and Microsoft Outlook Integration Guide

NetSuite Outlook Integration Process

Netsuite Outlook Integration Process

The seamless integration of NetSuite with other programs and applications is one of its best advantages. You might be able to link your preferred email program with NetSuite depending on what medium you or your business use. 

That being said, Outlook is widely used in businesses for communication. It's a great medium of communication that has all the features most businesses look for. Organizations have the chance to add all of that priceless business intelligence to their CRM by performing an Outlook NetSuite integration. 

In this article, we will be walking you through the NetSuite Outlook integration process.

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What is NetSuite for Outlook?

Users of this free Windows-based NetSuite for Outlook application can instantly sync Outlook records with NetSuite. Events, tasks, phone calls, contacts, and email messages are all synchronized between Outlook and NetSuite, and matched to the appropriate records in NetSuite.

You can also use this application to integrate Microsoft Outlook inbox data with the NetSuite Customer Relationship Management (CRM) system. The end result includes, among other things, an improvement in client satisfaction and a rise in sales productivity.

Additionally, it's simple to keep in touch with your connections, clients, and other partners. Apart from communication, it can also contribute to improved business processes.

NetSuite for Outlook Integration Process

A step-by-step wizard makes installation incredibly straightforward. On your dashboard, look for the "Set Up NetSuite for Outlook" link under the Settings menu. Then, adhere to the guidelines to start installing the application. Simple as that.

The configuration process can start as soon as the application has been installed. Your information should first be entered into the panel. Your email address, password, and NetSuite account number are all required data entries.

Click the "Next" button after choosing your Role and the Record types you want to sync. You will be asked to choose the bi-directional synchronization for contacts, events, tasks, and calls based on your job role and the choices you've made. You can choose a uni-directional message sync for emails.

A manual or automatic synchronization schedule is an additional option. Afterward, you will have more options to think about, such as duplicate handling of events and contacts, in addition to the frequency and direction of the synchronization. Email synchronization offers options for record types, letting you choose whether to sync the email with contacts or customer records.

After reviewing and finalizing all configurations and adjustments, you can click the "close and sync" button to finish the process.

Benefits of NetSuite Outlook Integration

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Integrating NetSuite with your Outlook email has a number of benefits that can potentially contribute to the overall success of your business.

Synchronized flow of communication

This is the first advantage offered by the software NetSuite for Outlook. This program makes it simple to synchronize all of your emails from Microsoft Outlook with your existing NetSuite CRM program. Additionally, the synchronization procedure doesn't take too long.

By marking Outlook records to sync with NetSuite data, you can quickly move all personal information, including email address, city, state, and some other crucial information.

Detailed tracking capabilities

NetSuite for Outlook has demonstrated robust tracking capabilities. This attribute is frequently shown in synced email and purchase records.

Email trails can be used to demonstrate who requested adjustments if a client emails to request that the quantity of an item they ordered be changed. You can do this through the inbound email and then utilize the link to go directly to the opportunity to make the modification. All of this is accomplished without ever leaving the screen you're on.

This tracking capability is also applicable when you upload email file attachments. The NetSuite user can sync that data with NetSuite records directly from outlook inbox without much trouble.

All of this is done in order for sales representatives to be able to focus more on the most important duty of all: selling their goods and services in a way that is more efficient than ever before, rather than having to devise workarounds and quick "fixes" for problems.

Easily managed contact information

As mentioned earlier, all data can be synchronized with NetSuite Outlook integration. However, you can also easily manage the contact information shared between the two applications.

During setup, you can manually or automatically choose the contact information that gets bounced between NetSuite and Outlook. This is beneficial mainly due to the automation and integrity of the shared data. You can be certain that the contact information is accurate once the integration is completed.

Administrative security of data

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It is crucial to safeguard the data stored in your NetSuite system. Administrators have great control over NetSuite records directly linked with Outlook thanks to NetSuite for Outlook. They can also control how users interact with NetSuite data from Outlook thanks to this.

The record types that are available for synchronization can be selected by administrators, who can also provide dispute resolution and filter criteria, as well as criteria for which records are permitted to be synced.

Discontinued Support for NetSuite for Outlook

Oracle stopped providing support for the NetSuite for Outlook bundle on June 30, 2019. If you have the NetSuite for Outlook package installed as part of your NetSuite implementation, you can still use it, but after support ends, there won't be any further bug patches or upgrades. Your access to all of your data synced with the NetSuite for Outlook bundle will remain uninterrupted.

In other words, you can still install and use the NetSuite for Outlook bundle, along with all its features. But, it is no longer future-proof. There is a great chance that the bundle won't be able to keep up with technological advances in the long run.

Also, you are left in a precarious position if you encounter an error within the application. There will no longer be any support from Oracle to fix the issues you may encounter.

NetSuite for Outlook Alternatives

There are certainly alternative programs you can opt for if the lack of support on the NetSuite for Outlook bundle bothers you. However, no other program has captured the essence of NetSuite for Outlook. That is until Cloudextend Outlook was created.

Cloudextend Outlook is, at its core, a carbon copy of NetSuite for Outlook but with improvements made to make it more robust than its predecessor. Without ever leaving the Outlook interface, you may update all the contact details you require with a single solution. Emails and files can be quickly attached to NetSuite entries. For maximum visibility, you may even create an event and link it to a particular customer record.

 Actionable Messaging: The Difference Maker

The goal of Actionable Messaging is to enable you to act within five seconds on the insightful information in emails. Users of Outlook may respond to messages within that platform thanks to actionable messaging, which eliminates the need to exit your inbox and switch to another program in order to complete a task. 

The CloudExtend Outlook Expense Approvals and CloudExtend Time Approvals Actionable Messaging cards are the two most useful ones that CloudExtend Outlook has yet to offer. As their titles suggest, time and expenditure reports can now be quickly approved in Outlook.

The typical approval process for expense reports that are submitted through email entails several apps, a time-consuming workflow, and a complicated process that leaves the potential for user mistakes and data issues. But with Actionable Messaging, a manager may approve an expenditure report in just five seconds, all without ever leaving their Inbox.

They have more time in their day to devote to activities other than business administration, contributing their knowledge to the initiatives that really move an organization ahead. The fact that these CloudExtend Outlook options may be quickly and easily deployed directly from the Microsoft Office Store is the nicest part of all. It has a contemporary user interface that is compatible with Office 365 on the desktop, mobile devices, and both Microsoft's Windows and MacOS operating systems.

Conclusion

Consider starting your Outlook and NetSuite integration right now if you haven't already. The advantages of having all of your contacts, events, tasks, conversations, and messages synced to your CRM are evident right away. Your staff members will find it simpler to visualize their contacts' and customers' histories of communication.

That being said, the technical aspects and extended features as add-ons can cause you unnecessary headaches. You need someone with the expertise and know-how for things such as token based authentication, email integration, calendar events, and many other factors.

SUEG is the best choice as a NetSuite integration partner. When it comes to bringing out your company's full potential, we can go the distance with you. Click here for a free consultation so we can talk about how to make your business even better.

We hope that you found this article useful. If you’re curious for more information, check out this article about NetSuite implementation best practices.

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