Hi
Our Legal team when taking a prospect to court or going to court to defend our company needs to justify of the whole history of interactions that we had with a given contact.
For that purpose they need to be able to extract all activities in the timeline of a lead/ opportunity/ account/ contact with the following info:
- who did what?
- when and at what time?
- what is the what?
Therefore for immediate purposes we need a way to extract the following info from CIJ emails sent in a pdf format:
- sent from email address
- sent to email address (even better if we have the contact name)
- date and time of send
- email copy / template and dynamic data
Currently we are unable to do so. Which is blocking any legal escalation at our end for non compliant businesses (and we are a business whose business is fully based on compliance to legislation) and preventing us from generating a LOT of revenue + costing $ as we can't submit the right documentation in court cases.
We were told to use PayFabric and Power BI but :
- Power BI character limit – does not cater for the length of our emails
- Power BI – dynamic data would not be populated in the email extracted
- PayFabric – too costly
Is there anything else that we could possibly do?
Thanks
Administrator on 4/15/2025 12:29:55 PM
To export the CIJ interaction data you can follow the instructions here: https://community.dynamics.com/blogs/post/?postid=75a63967-f115-f011-998a-7c1e525b5e9d