08-07-2012 05:23 PM
What is the real story with ACT and Office 365. Is there a reason they dont have a fix yet for this? More and more small businesses will be using 0365. I don't mind the answer being that I have to upgrade to 2012 0r 2013. I just want to know that Sage understands that this is what is needed. Or I will have to direct all my clients to migrate to another CRM.
Any one have a comment?
08-07-2012 05:50 PM
Office 365 can be a number of things.
It can mean the client has a subscription license to 20xx Microsoft Office. Sage ACT! works with 2010 or 2007 (oh, and 2003).
It can mean it's a cloud based Microsoft Office, if that's the case, Microsoft currently don't allow ANY addons to integrate with it.
Ben.
08-07-2012 05:55 PM
We use Outlook 2010 and had an issue with Sage 2010 where the appoinments all disappered after synching with Outlook. Sage blamed office 365. I said I thought that was not the issue as you stated that Sage integrates with Outlook 2010. I was then asked about additional things synching with Outlook. I said "everything" synchs with Outlook.
Based on your response, it should work with O365 as a backend if you use Outlook 2010 as the front end. I had a severe issue occur and I am trying to help the client decide if we should upgrade to 2012, wait for 2013, or stay where we are now.
Thanks for the input.
08-07-2012 06:05 PM
At this point, I'm recommending my clients stick with MSO2010.
It's solid and reliable, and importantly, it does integrate with ACT!.
For sync'ing Tasks/Calendar/Contacts with MSO, however, I MUCH prefer to use 123Sync instead of the built in sync, Tom (at 123Sync) has been helpful, and the product has become far more useful and solid. Because it runs on the server, users can't much stuff up, and it runs even if the users machine is not one. The built in ACT! sync only works if the user has ACT! open.
Ben.
08-07-2012 07:00 PM
08-07-2012 09:49 PM
So, no workaround no fix, just dont use it? Pretty lame. ACT needs to be in concert with Outlook to provide synchronization.
08-07-2012 10:04 PM
08-07-2012 10:07 PM
02-22-2013 08:45 AM
We now have a product that makes ACT! and Office 2013 play nice together!
https://www.designr1.com/shop/office-2013-pack/