Scan business cards
Effective November 2020:
- Common Data Service has been renamed to Microsoft Dataverse. Learn more
- Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more
This article will be updated soon to reflect the latest terminology.
The integrated business card scanner in Dynamics 365 Sales helps salespeople to quickly scan business cards of the prospective customers they’ve met in the fields. It reads basic information from the card and populates data in fields of lead or contact records in Dynamics 365 Sales, so salespeople don’t spend time on entering the data manually and can focus on more important tasks.
To scan a business card:
Make sure you have the Common Data Service User role assigned.
On the Quick Create form of a Contact or Lead form, select Scan business card.
If you’re using the Dynamics 365 Sales app on a desktop, browse to the folder where the business card picture is stored, select the business card picture, and then select Insert.
If you are using a mobile phone, use the mobile phone camera to capture the business card picture.
The details like first name, last name, account name, job title, and email will be automatically populated from the business card.
- When you save the Contact or Lead records, a Duplicate Records detected dialog box is shown if duplicate records are found based on the available duplicate detection rules. You can choose whether you want to create a duplicate record or not.
- When you save the Contact or Lead record, the business card is also associated and stored in the records, so you can refer to it later. If your system administrator has set the Always retain business card images after scanning option option to No, the business card image won't be saved.