13th July 2013: I have updated the information on the issues and options for the Click-To-Run version of Office
Also added links to new/updated articles re IMessage errors
I was watching this video by Will Ingleby of BluebirdCRM on the integration of ACT! and Office 2013 and, as I’ve fielded quite a few questions on this, I thought it worth reposting as well as adding a couple of comments below.
Some points to note:
Office 2013 isn’t formally supported, but I’ve found it works well with the following provisos.
- One correction to Will’s video: ACT! 2013 needs to be installed as 15.1, not 15.0 then adding the service pack update. If your install CD or download is 15.0, contact ACT!, your ACT! Consultant or GL Computing to obtain the later 15.1 full install
- As with previous versions, Office must be installed as 32-bit (even if running on a 64bit operating system. This is Microsoft’s recommended way also as per this post (check the links in the comments):
Office 2010 support with ACT! by Sage #SageACT
- As Will says, History is not recorded when replying from the Preview pane … this is due to Microsoft not providing the same controls to track the sending that way.
You don’t need to open the email first in order to send the History – from the Preview reply, click “Pop-Out” before sending will work.
- Some users might get an error related to “IMessage” – Act! have two possible articles on this:
- Most important – you need to have the full install of Office 2013, not the Office 365 with the Click-To-Run install that doesn’t include all components for the full API needed to connect. Some info on this issue:
- You can tell if you have the CTR version using these links: http://support.microsoft.com/gp/office-2013-click-to-run and
- Microsoft identifies the issue with add-in support for their CTR versions on pages such as:
Act! needs “hybrid” support for the full range of functions – and Microsoft hasn’t added those in the CTR versions. There are many add-in developers who have hit this problem, including Google Apps.
The main APIs need the full “rich” client or an Exchange server
- Possible Workarounds:
- Depending on your edition, you might be able to download a full version as per:
- If not, I have found that, while Microsoft don’t recommend it, it can work by first downloading and installing the trial of the full Office 2013, then installing the CTR version over the top … this has kept working (for me at least) after the trial period expired.
- One Microsoft support person suggested that if there are enough users complaining about this, they might reconsider adding the extra APIs back.
One place to add this feedback is here:
Other than these points, it should work the same as for previous versions of Office … please let me know in the comments if you find anything else worth noting