Business card scan

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Aug 1, 2019 This feature is released. Oct 6, 2019

Business value

A top request by customers.

Business cards are typically handed out at meetings, then often misplaced or lost. Sales professionals need a way to quickly capture information from these cards, freeing them to focus on more important tasks. Scanning business cards is particularly useful when on the go, at conferences, or offsite meetings.

Feature details

Business cards can be scanned via mobile or web. The scanner will analyze the card for relevant information and automatically update respective fields in the system. The feature also offers configuration, allowing users to select alternative fields to populate.

  • Business card scan feature will only be available in the US and EU regions.

Business card scan

Note

This feature is available in the Unified Interface only. This capability is intended only for Dynamics 365 Sales Enterprise.

See also

Scan business cards (docs)