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Microsoft Dynamics CRM (Archived)

Capturing lead capture data on the trade show floor

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Posted on by 55

I am trying to understand if you can scan a badge at a trade show and have that registrant's information (from the badge ) hit Dynamics. If so, is the functionality already in Dynamics (need to turn it on). If not, what is the simplest steps/techniques to perform in order to do so?

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    Patric Profile Picture
    342 on at

    I don't think there is any out of the box functionality where scanner directly connects to CRM.

    1. There are 3rd Party tool which is already doing this job integrting with CRM, check if any new tool supported your CRM version.

    2. The best simpler solution will be scan and enter the data into excel and use CRM import functionality to bring data into CRM, I believe your scanned information would be for single entity only.

  • Anjali Raj Profile Picture
    on at

    There is no out of the box functionality where scanner directly connects to CRM.

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