For Outlook add-ins to load and function properly, there are a number of requirements for both the servers and the clients. In addition, users must have NetSuite web services enabled.
All CloudExtend users need to have NetSuite web services enabled for their role: To assign the Web Services permission to a role:
- Go to Setup > Users/Roles > Manage Roles
- Locate the role you want to modify and select the edit/customize link
- Click the Setup subtab
- In the Permissions dropdown list, select Web Services and assign full permissions
- Ensure the user has full access to the record types they will be attaching emails and files to
- If the user will be attaching files ensure they have full access to Documents and Files
- Save the role
Below is a list of prerequisites to run Microsoft Add-Ins built for Outlook. It is compiled from this Microsoft support article.
Outlook Client Prerequisites
The client must be connected to an Exchange server or Office 365 using a direct connection. When configuring the client, the user must choose an Exchange, Office 365, or Outlook.com account type. If the client is configured to connect with POP3 or IMAP, add-ins will not load.
The following clients support Outlook add-ins:
- Outlook 2013 or later for Windows
- Outlook 2016 or later for Mac
- Outlook for iOS
- Outlook on the web for Exchange 2016 and Office 365
- Outlook Web Access for Exchange 2013
If the user is connected to Office 365 or Outlook.com, mail server requirements are all taken care of already. However, for users connected to on-premises installations of Exchange Server, the following requirements apply.
- The server must be Exchange 2013 or later.
- Exchange Web Services (EWS) must be enabled and must be exposed to the Internet. Many add-ins require EWS to function properly.
- The server must have a valid authentication certificate in order for the server to issue valid identity tokens. New installations of Exchange Server include a default authentication certificate. For more information, see Digital certificates and encryption in Exchange 2016 and Set-AuthConfig.
- To access add-ins from the Office Store, the client access servers must be able to communicate with AppSource.
Add-in server requirements