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Enable or disable saving of business card image

  • Article

By default, any business card that is scanned is stored as an image and associated with the Lead or Contact record. A system administrator can configure this option to enable or disable this setting.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Enable or disable saving

You can enable or disable this option from the App Settings page in Sales Hub or System Settings page in Power Platform.

To enable or disable from the App settings page

  1. In the Sales Hub app, select the Change area icon Icon to change the work area. in the lower-left corner and then select App Settings.

  2. Under General Settings, select Overview.

  3. Select Manage next to Business card scan.

  4. Set Scan and digitize business cards to Yes or No depending on whether your organization wants to save and associate the business card images with the contact or lead record.

  5. Save the changes.

To enable or disable from the System Settings page

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

    Advanced Settings option on the Settings menu.

    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 System, select Administration.

  3. Select System Settings.

  4. On the Sales tab, set the Always retain business card images after scanning option to Yes or No depending on whether your organization wants to save and associate the business card images with the contact or lead record.

  5. Save the changes.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • 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.

Scan business cards
Customize the business card scanner control