Scan business cards in Dynamics 365 Sales

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

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional license with the AI Builder add-on
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

Scan a business card

  1. On the nav bar, select the New button and then select Contact or Lead.

    Navigation bar highlighting the Quick Create button

  2. On the Quick Create form, select Scan Business Card.

    Option to scan business card in the Contact Quick Create form.

  3. 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.

    Contact form showing scanned card with automatically populated fields.

  4. 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.

    Saved business card on the Business card tab of a Contact form.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.

See also

Customize the business card scanner control
Enable or disable saving of business card image