Customize the business card scanner control

Customize how the data from the scanned business cards maps to the fields in the Contact and Lead forms.

Customize the mapping

Dynamics 365 Sales comes with an out-of-the-box business card control that defines the mapping of what information from the business card goes in which fields of the Contact or Lead forms. If you have custom fields on your Contact or Lead form and you want the data from the business card to be populated in these fields, edit the default mappings of the business card control.

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 customize the mappings:

1. In your app, select the Settings icon, and then select Advanced Settings.

   

   The Business Management page opens.

   Note

   The Advanced Settings page is moving from the web client to an Unified Interface app. If your organization has enabled the public preview of the Advanced settings redirection feature, you’ll see the settings open in the Power Platform Environment Settings app. Find more information about the app and navigation path in Advanced settings in the new experience.

2. On the navigation bar, select Settings, and then under Customization, select Customizations.

3. Select Customize the System.

4. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead entity.

5. Select Forms.

   

6. Open the form of type Quick Create.

7. Locate and select the Business Card field on the form, and select Change Properties in the Edit group.

   

8. In the Field Properties dialog box, select AI Builder Business Card control on the Control tab.

   

9. Select the property that you want to change the mapping for, and select the Edit icon to change the value the field maps to.

10. When done, select OK.

11. Assign the Basic User security role in Power Platform to the salespeople who will use the business card scanner control. For more information, see Assign security roles to users in a Dataverse environment or Assign security roles to users in non-Dataverse environment.

Can't find the feature in your app?

There are a few possibilities:

• You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
• You don't have the necessary security role to use this feature.
  • To configure or setup a feature, you need to have the Administration and customization roles
  • To use sales-related features, you need to have the Primary sales roles
  • Some tasks require specific Functional roles.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Related information

Scan business cards
Use the business card reader in model-driven apps