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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Capture digital busine...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Capture digital business card data and add to Contact/Lead records in D365CE

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Posted on by VGarrett 7

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.

I have the same question (0)
  • Suggested answer
    gulshankhurana Profile Picture
    gulshankhurana 15 on at

    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:

    www.youtube.com/watch

    I hope this information helps. If yes, please do mark it as a solution.

    Good luck.

    Kind regards

    Gulshan

  • Suggested answer
    CU30091118-0 Profile Picture
    CU30091118-0 2 on at
    i had a great experience with using a digital business card - AVATALK, which leverages AI persona and answers prospect questions even when you are not available. suggest you take a look at it. 

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