Business card scan
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
End users, automatically | - | Aug 1, 2019 | Oct 6, 2019 |
Business value
A top request by customers.
Business cards are typically handed out at meetings, then often misplaced or lost. Sales professionals need a way to quickly capture information from these cards, freeing them to focus on more important tasks. Scanning business cards is particularly useful when on the go, at conferences, or at offsite meetings.
Feature details
Business cards can be scanned via mobile or web. The scanner will analyze the card for relevant information and automatically update respective fields in the system. The feature also offers configuration, allowing users to select alternative fields to populate.
To learn about the availability of the business card feature, see Feature availability by region.
Note
This feature is available in the Unified Interface only. It is intended only for Dynamics 365 Sales Enterprise.
See also
Scan business cards (docs)