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Business card file location on D365

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Posted on by d_radulova

2 User Group Leader

Hi guys,

on quick create to a lead, we can now scan a business card. When going into the lead after creating the scanned image displays on the form.

Do you know where this file is actually stored? It doesn't look like a note, or an attachment, or a SharePoint document.

There is a businesscard field on the lead record populated with some really really long string, could it be that?

Assuming it's that, is there a way to delete just the image, but leave the lead in the system? I can't see any way from the UI at the moment.

Thanks,

-DD

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PM3 50 on at

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RE: Business card file location on D365

Hi,

I have tried this feature and I want to show or view the scanned image on the lead record. But I am unable to do so. Please refer below link:

https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/385153/business-card-scanner-in-d365-retain-card-image-issue

Please anyone help me.

Thanks!
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ShaileshJain on at

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RE: Business card file location on D365

Thanks Clofly/DD for the updates, taking this thread as closed!
cloflyMao 25,202 on at

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RE: Business card file location on D365

Hi d_radulova,

Thanks for sharing Microsoft response in support ticket !

Yes, the business card image data will be formatted as base64 string and form will render the image with data if businesscard field contains data from my test,

if we update the field to empty/null, then the business card section won't appear,

just notice that after image data been removed, currently there is no access to upload image again on form without code as far as I have found.

And even thought retain business card image feature is only mentioned in sales enterprise,

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/retain-business-card-image-after-scanning

however, it's also available in Marketing advanced setting.

So we we could also only scan business card in Quick create without save it to businesscard field in Marketing.

Regards,

Clofly

If you had found the answer resolved your issue, please kindly mark as verified, it would be greatly appreciated.
d_radulova 2 User Group Leader on at

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RE: Business card file location on D365

Thanks, @Clofly.

I think you are right and I will need to give the code options/ workflows a try.

I spoke to Microsoft about it, response below.

Hello Dilyana,

I have reached the internal technical team, as this business card scanning is a new feature in the D365, there is no such file location for Business Cards as this information gets stored internally and also there is no OOTB technique to delete the image of business card for an already created Lead information. May be we can see that in the future upcoming updates based upon the feedbacks received from the Customers. So as of now you can just enable/disable saving of business card in order to reduce your capacity by the link provided here for the future purposes:

docs.microsoft.com/.../retain-business-card-image-after-scanning

So if you can confirm we can go for the case closure.
cloflyMao 25,202 on at

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RE: Business card file location on D365

Hi d_radulova,

The businesscard field is formatted as Multiple Line of Text, just like we saw in note(annotation) entity's documentbody field.

However, as you said and from my test, it's not base64 string like note or attachment,

instead CRM will generate a reference link for image file, currently I failed to scan a card due to capacity issue.(no AI Builder)

You could try methods below to update the businesscard field to remove image link:

1. Download CRMRestBuilder solution and import it into your Marketing application, it'll generate script code automatically.

https://github.com/jlattimer/CRMRESTBuilder

2. Run updateRecord (like Xrm.Page or executionContext)

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-webapi/updaterecord

(I tested it with a converted base64 string to update lead businesscard field and set it to empty field after base64 string didn't work, update operation is supported, while I found form won't render image with base64 string directly)

Methods above are front-end with script code,

you could also try an on-demand workflow to clear the field manually without code.

------------------------------------------------------------------------------------------------------------------

Supplement:

Hi d_radulova,

Now the feature works in my environment.

It seems that CRM will concat data:image/jpeg:base64 prefix with converted base64 string data and set the result as src to image tag,

so the final conclusion is that image file is actually formatted as base64 string data, and currently there was no response when I click Business Card section to test whether it could give a prompt like entity image, please run workflow or script code to remove it manually.

Regards,

Clofly
d_radulova 2 User Group Leader on at

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RE: Business card file location on D365

Some customer just have Marketing, and not Sales and still have access to the feature.

I think you are right that it's relevant to both communities, I am just more interested in the marketing one.

Microsoft have been in touch and are investigating the issue. I will keep you updated when I get a response.

Thanks,

-DD
ShaileshJain on at

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RE: Business card file location on D365

scanning business card for leads is actually Dynamics 365 Sales feature, It would be best if you post this on the correct forum

https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/business-card-scan