Create Lead in Dynamics 365 by Scanning Business Card

As business cards are part of an introduction, they are important for making a favorable first impression. An attractive, eye-catching business card with all the relevant contact information can capture the attention of your prospect and help you remain in her memory well after your initial meeting.

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 offsite meetings.

One of the most basic requirement of customer is to directly feed the information in Dynamics by scanning the Customer Business Card instead of manually filling data in CRM by looking at the Card.

Here is the step by step article to understand how to scan business card using PowerApps and capture Lead in Dynamics CE.

Login to PowerApps Portal

Go to Apps and Create Canvas App

Choose Blank App and Phone Layout

Go to Insert Tab and Select Business Card Reader under AI Builder (Preview)

Go to Home Tab and Design your Form as below

The Business Card Reader currently can extract the following if a Business Card is detected:

CleanedImage: The image after processing where the business card appears cropped and enhanced from the original image.

CompanyName: The company name in the business card, if found.

Department: The organization department found in the business card, if found.

Email: The contact email found in the business card if any.

FirstName: The contact first name in the business card, if found.

FullAddress: The contact full address in the business card, if found.

FullName: The contact full name in the business card, if found.

JobTitle: The contact job title in the business card, if found.

LastName: The contact last name in the business card, if found.

OriginalImage: The original image before processing.

Phone1: The first phone or fax number detected in the business card, if found.

Phone2: The second phone or fax number detected in the business card, if found.

Phone3: The third phone or fax number detected in the business card, if found.

Website: The website detected in the business card, if found.

For demonstration, we are using only

• FirstName
• LastName
• Email
• JobTitle
• Phone
• CompanyName

Map Textbox Value to Business Card Reader value as shown below. I have shown for FirstName and LastName only. Do it for other Textboxes also.

Now Go to Action Tab and Click Flows

Create a New Flow

Connect your CRM Instance, Choose \’Create a new record\’ option and Select \’Lead\’ Entity

Set Field value as mention below using \’Ask in PowerApps\’ option.

Click on \’See More\’ in order to get \’Ask in PowerApp\’ option

Click Save to Save the Microsoft Flow.

Go back to PowerApps screen, you\’ll see Flow with Name: PowerApps button

Click on PowerApps button > Go to Advanced Tab and set the function PowerAppsbutton.Run() value as mentioned below:

In order to identify the order of Textbox value. Write parenthesis \'(\’ next to Run function, you\’ll get intellisense as shown below. This shows the field \’s order in the same order you have used in your Microsoft Flow to create Lead record.

Set the respective textbox name as suggested by intellisense, For Example – In my case, Intellisense showing LastName field first, hence I have first set the name of Lastname Textbox which is \’TextInput1_1\’ and so on. In your case it might be different. Change accordingly

Add one more Screen (as shown below) to show Success Message once Lead is created in CRM. Change the screen UI as shown below (Optional)

Go to Button and update the function value to as mentioned value.

Navigate function use to redirect user to Success screen once Lead gets created in CRM

Complete Value:

PowerAppsbutton.Run(TextInput1_1.Text, TextInput1_5.Text, TextInput1_2.Text, TextInput1.Text, TextInput1_3.Text, TextInput1_4.Text); Navigate(Screen2, ScreenTransition.Fade)

Change above textbox and screen names as per your settings

Save your PowerApp

Click on PowerApp and Run your App

Choose Business Card. It will automatically scan and fill the information in created fields

Click on Create Lead, it will show the Success Screen

Go to CRM > View Created Record

Reference: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/business-card-scan

https://community.dynamics.com/crm/b/crmconsultinfo/posts/ai-builder-in-powerapps-business-card-reader-example

Important Note:

• Business card scan feature will only be available in the US and EU regions.
• This feature is available in the Unified Interface only.
• This feature is currently in Preview (not recommended for Production instance). Officially release date might be in October 2019.

Cheers. Please share your valuable feedback. It means a lot for me.