Act! and Microsoft Office Compatibility

Since Act! is not owned by Microsoft, their decisions on upgrading software remain independent of each other.  Historically, Act! will not release any patches or updates until Office has been published.  Also, Act! doesn’t retrofit earlier versions of Act! to be compliant with the latest version of Office. Read this knowledge base article for the latest compatibilities, and this article for their obsolescence policies for support.

Before you go down the troubleshooting path, you should follow these guidelines first, no matter the version of Act! and Office:

  • You need the full desktop version of Outlook installed.
  • You need to install Office before installing Act!.  If you upgraded Office on the desktop, then it's a best practice to uninstall and reinstall Act!.

If you’re still stuck, follow this guide.  Or, we offer fee-based support to fix Act! and MS Office integration issues.

MS Office

Microsoft Office 2010 & ACT Integration

Be warned ! Microsoft Office 2010 32 bit edition only works with ACT! 2011.  If you have an earlier version of ACT!, you have to either upgrade ACT! or downgrade Microsoft Office to 2007 or 2003.

Also please note Microsoft Office has to be installed before ACT! does.  This allows ACT! to "see" that Microsoft Office exists and will add the necessary connections.

Here is the article from Sage.