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 salespeople don’t spend time on entering the data. CamCard, ABBYY Business Card Reader, and Evernote Hello are probably your best bets out of the 22 options considered. 'Cloud sync' is the primary reason people pick CamCard over the competition. This page is powered by a knowledgeable community that helps you make an informed decision. A mobile card reader serves as the electronic link connecting merchants with an mPOS system that’s designed to allow a simple swipe or tap to accept credit and debit card payments for purchases.
-->Note
Effective November 2020:
- Common Data Service has been renamed to Microsoft Dataverse. Learn more
- Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more
This article will be updated soon to reflect the latest terminology.
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 salespeople don’t spend time on entering the data manually and can focus on more important tasks.
Important
- To learn about the availability of the business card feature in a region, see Feature availability by region.
- To know about the business card scan limits with your user license, see the Microsoft Dynamics 365 Licensing Guide.
To scan a business card:
Metal slug unblockeddefinitely not a game site. 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.
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.
Select Save.
Note
- When you save the Contact or Lead records, a Duplicate Records detected dialog box is shown if duplicate records are found based on the available duplicate detection rules. You can choose whether you want to create a duplicate record or not.
- 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.
See also
Business Card Reader For Mac
Customize the business card scanner control
Enable or disable saving of business card image
Best Business Card Reader For Mac Advantage Load Software
How to make your own business card
Pick a size and shape
Business cards can come in all shapes and sizes. There is no one-size-fits-all. Some choose to get totally creative and buck convention altogether with wildly unique colors, fills, text, and more. For those interested in sticking with the status quo, the Landscape option in Adobe Spark will give you the most appropriate size and shape.
Choose a theme
Themes help tell the story of your brand. Adobe Spark Post features collections of ready-made designs that you can customize to your liking. You can also start from scratch and craft your own theme.
Create your brand with images
You can upload your own image or logo. Alternatively, select a license-free image from Creative Commons.
Describe with engaging text
Add text to your business card such as the name your business and contact information. Customize your text by using the opacity, spacing, color and size options.
Download and print or share online
Download your free business card for printing or share it online.