Act-On Anywhere brings the power of Act-On messages to your Microsoft Outlook account. It is a web-based add-in accessed directly from Outlook. Act-On Anywhere for Outlook (2023 version) has been updated to improve the user experience.

Remove the previous (legacy) version if you have it, and install the 2023 version to get the improvements.

Essentials to Get Started

You need an active Act-On account to use Act-On Anywhere. It is available to marketing and sales Act-On users, including CRM users.

Platform Support

Act-On Anywhere (2023 version) is available on the latest versions of the following platforms used to access Outlook:

Windows 10 and 11
Mac OS X v10.10 "Yosemite" or later; Office on Mac must be installed
Web browsers: Chrome, Edge, Firefox, and Safari (WKWebView required)
Outlook 2016 or later (Windows & Mac)

Instructions

Remove All Previous Versions

The previous (legacy) version was available as a Windows Outlook desktop plug-in and a Chrome browser extension for Outlook.com. If you have any of these, remove them all as follows:

Windows Outlook Desktop Plug-in

In Windows, go to Settings > Apps > Installed apps > search for “Act-On Anywhere”.
Find Act-On Outlook Extension, then on the right, click and select Uninstall:
Follow the instructions to complete the process.
Repeat this step for the installed app Act-On Outlook Extension Installer (shown above).

Chrome Browser Extension for Outlook.com

In your Chrome browser at the top right, click > Extensions > Manage Extensions.
Find the Act-On Anywhere tile and click Remove:

This only applies to users using Outlook as their mail client. You may continue using the Chrome browser extension for other mail clients, such as Gmail

Install 2023 Version

If in the following step, instead of Get Add-ins, you only see Add Apps or Get Apps, custom add-ins are disabled in your Outlook.

In Outlook, go to File > Options > General > Privacy Settings > Select Turn on all connected experiences:
If this is already selected, ask your Microsoft 365 admin to add the manifest.xml (see below) in the 365 admin center under Settings > Integrated apps > Upload custom apps.

More information from Microsoft is here.

In the version of Outlook that you use, access the add-in store :
- In Windows Outlook desktop, in the Home tab, click the blue grid icon All Apps in the toolbar, and then click Get Add-ins:
- In Mac Outlook, at the right of the top toolbar, click and select Get Add-ins:
- In Outlook.com (in a Chrome, Edge, Firefox, or Safari browser) first, select a message to view. Next, at the top right corner of the message, click the blue grid icon Apps, & then click Get add-ins:
A new window Add-Ins for Outlook opens. In the left menu, click My add-ins, scroll down and in the Custom Addins section, click + Add a custom add-in, and select Add from File:
You need to save the program XML as a new file. In a new browser tab, copy and paste the following URL: https://downloads.actonsoftware.com/release/manifest.xml
Right-click anywhere on the page, and click Save as:
Back in Outlook, find and select your saved XML file, then click OK.
In the Warning pop-up that appears, click Install to continue.
The Act-On Anywhere add-in tile appears at the bottom of the Add-Ins window: