Skip to main content
News and Announcements icon
Community site session details

Community site session details

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

Duplicate Detect with Business card

(0) ShareShare
ReportReport
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.
  • Pradeep Singh Profile Picture
    Pradeep Singh 10 on at
    RE: Duplicate Detect with Business card

    Sure, Thank you so much for the help

  • Pradeep Singh Profile Picture
    Pradeep Singh 10 on at
    RE: Duplicate Detect with Business card

    Thank you so much for the help

  • Suggested answer
    Nils Ke Profile Picture
    Nils Ke on at
    RE: Duplicate Detect with Business card

    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

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Duplicate Detect with Business card

    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. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans