Skip to main content

Create D365 Contact Records Quickly

How cool is the artificial intelligence behind your D365 Customer Engagement (CE)? The October 2019 release of D365 CE included business card scanning. From the desktop you can browse to where the picture of the business card is stored, or even more impressive, open D365 on your phone and use the camera to capture the business card directly.

You can take the business card reader one step further and include it in your model driven apps. The AI Builder is licensed as an add on to your Power Automate license.

It should be noted this feature is only available in North America and Europe, in the D365 Unified Interface.

As you can see it reads information from the card and populates data in fields of lead or contact records. This can help salespeople quickly scan business cards of contacts they’ve met at a tradeshow for example, so they don’t spend time entering the data manually.

Stay tuned for part two of our series. Next month, we'll walk you through how to create a view of the contacts you scan. Should you have any questions, email our support team or give us a call at 204-982-9890.

Share This Post

25 Years Experience

At Prophet we understand that software is just a starting point and we’re focused on delivering solutions that drive accountability, efficiency and growth. Whether you’re outsourcing or looking for someone to work with your team, it’s important to have a partner you have confidence in.

Contact Us Today!