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What is the best set up to scan business cards into Dynamics. We have strated to use Dynamics in a small start up and need to think on company level.
I haven't done it, but you could scan your business cards to outlook and have Outlook sync with CRM. You can probably get a cheap app on your phone to take a pic of a card and it'll handle the rest. I'm sure there are fancier card scanner you could use but that seems like a real waste to me.
Hope this helps! I'd appreciate if you'd mark this as a Verified answer.
HI Ivar, depending on what Mobile device you have there are many Free and Premium Business Card reader Apps that will allow you your Contacts as an Excel or Sync your Scanned Contacts to Outlook. From Outlook they can be configured to Sync with MS Dynamics CRM. I personally Use CamCard on Android, however many others prefer Iriscan etc as it can be configured to sync directly with MS dynamics CRM. Also If your CRM is On Premise without IFD, then Outlook sync is one of the simplest options.
Hi, Ivar -
As I responded in another post, the company I work for offers a business card reader that integrates with Microsoft Dynamics CRM. It's called FullContact Card Reader.
Some of the reasons you might want to check it out -
(Full disclosure: I'm obviously biased, because I work for FullContact - so take what I say with a grain of salt. But if you're still looking, I hope you'll give it a try. It's a pretty robust solution).
Happy to answer any questions, if I can help. Best of luck!
I need you help to make this happen
Is there a direct integration from CamCard to sync scanned business card into Dynamics CRM Contacts?
Hi Ivar, Good question. I work for a small company and the best solution for us to use Business Card Reader for MS Dynamics. Please check it here - play.google.com/.../details;hl=en
Use resco mobile crm.
This mobile crm application provides also a cam card integration.
This allows you - to scan business card directly to lead or contact record in dynamics crm.
There is also a solution for iOS users => itunes.apple.com/.../id1272696505
LiiD app has a business card scanner, on top of logging calls and emails automatically to Microsoft Dynamics. With the business card scanner you can also collect data with custom fields that is valuable for your organisation. Such as why did you create this contact? Which product is this contact interested in? Which department should contact them etc. Please have a look at www.liid.com.
If you haven't done it, why EVEN comment on the subject?
Thank you for your comment, J-Dog, on a two and a half year old question. Unlike your response, my answer had value and was helpful to the original poster who marked it as a verified answer. It's unfortunate if you're only able to offer insights on things you've personally done, I imagine brainstorming is impossible.
Hi, If you are still looking for a quick way to scan cards to Dynamics, download and test out LiiD. Here is a link to the iOS app: itunes.apple.com/.../id958953788 and the Android app: play.google.com/.../details;utm_source=website&utm_campaign=website
You can also add additional fields if you want to capture for example notes or campaigns in addition to what you have on the business cards.
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Is it possible without going through outlook ? because there are some app which through we can scan and save in our outook and from there we can create new contact . But I don't want to go in outlook . After scanning it should directly go in crm application and create account/contact.
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