When you consider upgrading your current version of act, one of your considerations should be how it impacts other software that you use daily. For example, Microsoft Office.
Typically every fall, Act CRM Software introduces a new version. In the next few days, there will be two new versions of Act introduced: Act version 24 and Act CRM. It is very important to understand the relationship between Act & Microsoft Office. Especially Outlook. So much correspondence flows via e-mail. Much more than printed documents in many businesses.
This information is from Act CRM’s Knowledge Base and some of it applies to older versions of Act:
Supported Versions of Microsoft® Office by Version of Act!
Question:
You would like to know which versions of Microsoft Office are supported by which versions of Act!.
Answer:
Please refer to the table below for the versions of Office supported by each version of Act! (ACT! 2005 and higher). Support includes integration with Word, Outlook®, and Excel®.
| Version of Act! | Supported Versions of Microsoft Office |
| Act! v23 |
2013 (32-bit & 64-bit), 2016 (32-bit & 64-bit), 2019 (32-bit & 64-bit) Microsoft® Exchange and Office 365 for contact and calendar synchronization for Windows (Further information around Exchange support is available here)
|
| Act! v22 |
2013 (32-bit & 64-bit), 2016 (32-bit & 64-bit), 2019 (32-bit & 64-bit)
|
| Act! v21 |
2013 (32-bit & 64-bit), 2016 (32-bit & 64-bit), 2019 (32-bit & 64-bit)* *Please note that whilst Office 2019 is supported with Act! v21, due to the timing of the release final certification has not been completed against it. Certification is targeted for v21.1 |
| Act! v20 |
2010 (32-bit & 64-bit) (v20.1 not compatible), 2013 (32-bit & 64-bit), 2016 (32-bit & 64-bit)
|
| Act! v19 |
2010 (32-bit & 64-bit), 2013 (32-bit & 64-bit), 2016 (32-bit & 64-bit) Currently, there is a known issue with using certain builds of Office 2016 with Act!. For information, please see: Known issues and workarounds for using Microsoft Outlook 2016 with Act! v18 and v19 |
| Act! v18 |
2007, 2010 (32-bit only), 2013 (32-bit only), 2016 (32-bit only) Currently, there is a known issue with using certain builds of Office 2016 with Act!. For information, please see: Known issues and workarounds for using Microsoft Outlook 2016 with Act! v18 and v19 |
| Act! v17 |
2007, 2010 (32-bit only), 2013 (32-bit only) For information about Microsoft Office 2016, please see: Is Act! compatible with Microsoft Office 2016?
|
| Act! v16 | 2003, 2007, 2010 (32-bit only), 2013 (32-bit only) |
| Sage ACT! 2013 | 2003, 2007, 2010 (32-bit only) |
| Sage ACT! 2012 | 2003, 2007, 2010 (32-bit only) |
| Sage ACT! 2011 | 2003, 2007, 2010 (32-bit only) |
| ACT! by Sage 2010 | 2002 (XP), 2003, 2007 |
| ACT! by Sage 2009 | 2002 (XP), 2003, 2007 |
| ACT! by Sage 2008 | 2002 (XP), 2003, 2007 |
| ACT! by Sage 2007 | 2000, 2002 (XP), 2003 |
| ACT! by Sage 2006 | 2000, 2002 (XP), 2003 |
| ACT! 2005 | 2000, 2002 (XP), 2003 |
Office 365
Office 365, as a web based service, is only supported on Act! v20.1 and later using the Act! Outlook Integration feature. If you are using v20.0 or earlier, the locally installed version of Outlook that comes with your Office 365 subscription is supported as long as you are using a local Outlook profile. Please note that if you are using an Act! version prior to v19, Click-to-Run installations of Outlook are not supported.
As of v18.0 Act! Premium (access via web) users who have configured the Act! Premium Web API can use the Act! Premium Contact Link to connect their Office 365 accounts to their Act! database. For more information, refer to the following knowledgebase article:
What is the Act! Premium Contact Link?
Answer ID What is the Act! Premium Contact Link?
Office Starter versions
Starter versions of Office are not supported by Act!. You must have a full, supported version of Office installed.
‘Click-to-Run’ Versions of Office
Click-to-Run versions of Office are not supported by Act! versions prior to v19. If you are using a version of Act! prior to v19, you must have a full, supported version of Office installed. To verify whether your version of office is Click-to-Run, refer to this Microsoft article titled “How to: Determine Whether Outlook Is a Click-to-Run Application on a Computer”: http://msdn.microsoft.com/en-us/library/office/ff522355(v=office.15).aspx
64-bit Versions of Office
64-bit versions of Office are not supported by any version of Act! prior to Act! v19. If you are using a version of Act! prior to Act! v19, you must be using the 32-bit version of Office, which can be installed even if you are using a 64-bit operating system.
64-bit Office has compatibility limitations with other applications and components as well. Microsoft only recommends using a 64-bit version of Office under very specific circumstances, such as if you work with extremely large data sets. Most users do not meet these circumstances, and Microsoft recommends that the 32-bit version of Office is used for those who do not meet those circumstances. For more information, refer to the the following Microsoft article:
Choose the 32-bit or 64-bit version of Office