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Has anyone discovered an effective method or app for capturing information from digital business cards and generating Lead or Contact records in CRM?
I recently consulted with Microsoft, and unfortunately, they do not offer any pre-built solutions for this specific task.
Given that our sales representatives encounter digital business cards more frequently, we are aiming to enhance efficiency in gathering such data.
You could create a Canvas app for your Sales team in which you can use the Barcode Reader control to scan QR codes and use Patch function to create Lead records in D365 directly from the mobile phones. Here's a video by Shane Young that you may find useful:
I hope this information helps. If yes, please do mark it as a solution.
Good luck.
Kind regards
Gulshan
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André Arnaud de Cal...
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