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Customer experience | Sales, Customer Insights,...
Suggested Answer

Export all emails

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Posted on by

I am a newbie at D365 and am looking for a way to export all emails associated with contacts and leads in D365 (xlsx or CSV format).

I have tried advanced filtering and can only extract the subject of the emails. Is there a way to extract the body of the emails as well?

Any insight would be great!

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Tash,

    The body of the email is description field of email entity in D365, and label of description field is hidden in the form.

    pastedimage1632204584469v1.png

    So you need add the description field to the view to export, then you can extract the body of the emails.

    But the description field is unreadable in the view or Exported excel, as in CRM the Email desacription field is saved in HTML Format, Excel will just show the html text.

    pastedimage1632205324717v2.png

    pastedimage1632205410952v3.png

    So you can refer following links to remove html from email description:

    (+) Removing HTML From Email Description – Record Creation Rules - Microsoft Dynamics CRM Community

    Convert Email Body from HTML format to Text | CloudFronts

  • Community Member Profile Picture
    on at

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     Image

    Thanks. 

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