3

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 :

  1. Power BI character limit – does not cater for the length of our emails
  2. Power BI – dynamic data would not be populated in the email extracted
  3. PayFabric – too costly


Is there anything else that we could possibly do?

Thanks


STATUS DETAILS
Completed
Ideas Administrator

To export the CIJ interaction data you can follow the instructions here: https://community.dynamics.com/blogs/post/?postid=75a63967-f115-f011-998a-7c1e525b5e9d