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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Android Sales App - Bu...
Customer experience | Sales, Customer Insights,...
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Android Sales App - Business Card Scanner

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Posted on by JS-18071705-0 2

Am I missing a setting here?   

The prominent  new "+" icon on the home screen lets our users choose Contact or Lead, however when the form opens the Business Card Scanner is not present.

So to use the business card scanner, our users from the home screen must ignore the New "+" and instead

  • select More...,
  • select a table (doen't matter which one, but the inclination is Contact),
  • select the New "+" from the top of the screen,
  • Select the table (Contact for sure this time),
  • and now the form opens with the business card scanner.  

Is there some method to enable the business card scanner when taking the most direct path to creating a new contact?

  • chrispeterson0071 Profile Picture
    chrispeterson0071 5 on at
    RE: Android Sales App - Business Card Scanner

    Last month I was working on a business app. This is an Android app and it was able to calculate the tax, send email to customer and update database. If you need I can share a demo of it. Currently I'm working on an app which can sync Android phones data and transfer to another without using Google account. If you have any suggestion, please share. 

  • JS-18071705-0 Profile Picture
    JS-18071705-0 2 on at
    RE: Android Sales App - Business Card Scanner

    The home screen "+" opens a list of tables, once you select the table, a Quick View form is open.  The Quick View form does not feature the business card scanner.

    From the home screen Users must select MORE, select any table, select "+" from the top of the screen, select the contact table, then a Quick Create form is open and the business card scanner is present.

    [quote user="Justin Stanley"]

    Am I missing a setting here?   

    The prominent  new "+" icon on the home screen lets our users choose Contact or Lead, however when the form opens the Business Card Scanner is not present.

    So to use the business card scanner, our users from the home screen must ignore the New "+" and instead

    • select More...,
    • select a table (doen't matter which one, but the inclination is Contact),
    • select the New "+" from the top of the screen,
    • Select the table (Contact for sure this time),
    • and now the form opens with the business card scanner.  

    Is there some method to enable the business card scanner when taking the most direct path to creating a new contact?

    [/quote]

    Are we able to adjust a setting to offer up the business card scanner from the most direct route at the home screen?   

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,150 Super User 2024 Season 1 on at
    RE: Android Sales App - Business Card Scanner

    Is it main form or quick create form that are opening ?

  • JS-18071705-0 Profile Picture
    JS-18071705-0 2 on at
    RE: Android Sales App - Business Card Scanner

    Home screen "+" opens quick view without a business card scanner.

    20220621_5F00_075331.jpg

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Android Sales App - Business Card Scanner

    Hi Justin,

    The form you opened from the  New "+" icon is quick create form or not?

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