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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Duplicate Detect with ...
Customer experience | Sales, Customer Insights,...
Answered

Duplicate Detect with Business card

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Posted on by Pradeep Singh 10
Hope you are well
Could you please help me with one solution please that would be great help for me.
Situation - our sales person attending a trade fair where they are getting lots of business card.
We want to know that which card details are already in our Dynamics CRM as soon as possible.
I know we have scan option in mobile device then quick create form will open and after saving the record we get pop up for duplicate.
Please advise any other solution.
I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

    There is no other out-of-the-box solution available.

    Maybe you can build our own tool to scan cards and use Dynamics 365 Web API to validate data, however, this requires more effert. 

  • Suggested answer
    Nils Ke Profile Picture
    Nils Ke on at

    Hi,

    You have posed this question within the forum for Dynamics 365 Customer Insights. Our product is not designed for data entry/edits, but to connect data from various transactional, behavioral, and observational sources to create a 360-degree customer view.

    Please post this question in the general forum for D365: community.dynamics.com/.../dynamics-365-general-forum. There you have a larger audience of responders.

    Best regards,

    Nils Keller

  • Pradeep Singh Profile Picture
    Pradeep Singh 10 on at

    Thank you so much for the help

  • Pradeep Singh Profile Picture
    Pradeep Singh 10 on at

    Sure, Thank you so much for the help

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