Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

Business card scanner app using AI Builder

Posted on by Microsoft Employee

Hi Community,

I have created a business card scanner app using AI builder to create the contacts in Dynamics 365 but when I scan the business card from my phone and click the picture, it does not load the image directly so I need to browse the image and select it from the gallery and then it extracts the details of the business card.

As per my requirements, I need to get the details right after scanning the business card so there should be no need  to browse the gallery or files.

I am using an Android phone to scan the app so just want to know if it is a limitation of my handset.

How can I get this resolved ?

Thanks,

Abhilash

  • Suggested answer
    RajuB Profile Picture
    RajuB on at
    RE: Business card scanner app using AI Builder

    Dear Abhilash,

    The integrated business card scanner in Dynamics 365 Sales helps salespeople to quickly scan business cards of the prospective customers they’ve met in the fields. It reads basic information from the card and populates data in fields of lead or contact records in Dynamics 365 Sales, so sales people don’t spend time on entering the data manually and can focus on more important tasks.

    To scan a business card:

    Make sure you have the Common Data Service User role assigned.

    On the Quick Create form of a Contact or Lead form, select Scan business card.

    Option to scan business card in the Contact Quick Create form

    If you’re using the Dynamics 365 Sales app on a desktop, browse to the folder where the business card picture is stored, select the business card picture, and then select Insert.

    -OR-

    If you are using a mobile phone, use the mobile phone camera to capture the business card picture.

    The details like first name, last name, account name, job title, and email will be automatically populated from the business card.

    Contact form showing scanned card with automatically populated fields

    Select Save.

    Note

    When you save the Contact or Lead record, the business card is also associated and stored in the records, so you can refer to it later. If your system administrator has set the Always retain business card images after scanning option option to No,  the business card image won't be saved.

    Saved business card on the Business card tab of a Contact form. hope this helps!

    Additional reference: docs.microsoft.com/.../business-card-reader-component-in-powerapps

    Thank you for using the Microsoft Dynamics Communities,

    Raju

    Microsoft Dynamics 365.

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans