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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business Card Scanner?
Microsoft Dynamics CRM (Archived)

Business Card Scanner?

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Posted on by theholegroup 100

Howdy friends,

I've been doing a lot of events lately and the business card pile is becoming an issue.  Has anyone had success with business card scanners and CRM Online?  Any ideas or product recommendations would be much appreciated.

Best regards,

Bill

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  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    LiiD for CRM works with CRM on premise as long as you have Internet Facing deployment. Feel free to download the app and test it out (iOS link itunes.apple.com/.../id958953788, Android link: play.google.com/.../details ) Please reach out to us on support@liid.com if you don't get it to work or have questions before installing.

  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    Does that work for Ms dynamics CRM onpremise  too

  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    Hi, You can try Bric APP, whereby you can scan cards accurately through a combination of OCR backed by human validation and stores data into Salesforce as well as exports a CSV file that can be uploaded into other CRM. You can also sync the data to Google Contacts, phone book and MS Outlook.

    Know more at www.bricapp.com

  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    Hi everyone, there are not pretty much business card scanning apps that can transfer information to MS Dynamics CRM. My friends have used this one for Android - play.google.com/.../details;hl=en, but I was using Iphone and this was not the option for me, but a few weeks ago I have discovered that this app is finally available on AppStore! You can check this link - itunes.apple.com/.../id1272696505

  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    Hi,

    I'm about three years late with my answer, but anyways :)

    LiiD for CRM, which is an app that integrates with Microsoft Dynamics CRM has that functionality (www.liid.com). Here is a short video on how to use the business card scanner: www.youtube.com/watch In addition to this, LiiD can also be used for logging calls, meetings and emails to Dynamics.

  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    I know this question is a little old, but wanted to chime in - you might want to check out FullContact Card Reader as a tool to scan business cards into MS Dynamics CRM.

    • It uses real people to transcribe the business cards - so it's more accurate than OCR-based scanners.
    • You can customize field mapping and other automation options to better support your Microsoft Dynamics CRM workflow.
    • Apps are available for iPhone, iPad, Android Phone, and Android Tablet.
    • If you have a team, we offer a Card Reader for Teams plan that gives you bulk pricing discounts.

    (I'm obviously biased, because I work for FullContact - but I saw the question and wanted to throw it out there in case any of you were still looking for a solution).

    Happy to answer any questions, if anyone has them. Best of luck!

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    try CardReader for MS Dynamics CRM app

    very simple to use

    all what you need it's smartphone (adnroid), install and set up BCR play.google.com/.../details.

    we use this app about one year. It does what it should

    hope the information will be usefull for you

  • Community Member Profile Picture
    Community Member on at
    RE: Business Card Scanner?

    Did you ever get an answer?

    Here are a few quick finds on the subject

    www.powerobjects.com/.../how-to-install-set-up-a-card-scanner-in-dynamics-crm-2013

    blogs.c5insight.com/.../Review-AddressGrabber-and-Card-Scan-for-Microsoft-Dynamics-CRM

  • Andrew Robinson Profile Picture
    Andrew Robinson 5 on at
    RE: Business Card Scanner?

    Hi Bill

    Just wondering if you found a solution to this? I have a client with same requirements as you. I've read through the CardIris admin document and it says it supports CRM Online but the on-premise versions it supports is only 4 and 2011 so it doesn't look promising. I've emailed them anyway so hoping to hear back soon.

    thanks

    Andrew

  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at
    RE: Business Card Scanner?

    I haven't tested them with CRM Online, unfortunately. But you should contact the vendors and ask (if it's not already stated on their website). If you get it wrong and buy a scanner that doesn't work with CRM Online, you can probably return it to the vendor.

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