We are close to getting D365 Wave 2 Updates in Oct 2019 and with Early Opt-in to Wave 2 Updates, we are already able to access one of the most desired and requested features of this release – Business Card Scan!
If you are yet to enable Wave 2 Updates for your organization, follow me post on the same here – Early Opt-in for October 2019 Wave 2 Updates. Please do so only on your testing/sandbox environment and not on Production instance yet.
Note that this is only available in US and EU regions as of now and works only in the Unified Interface.
Phone App to scan business cards
Most obvious thing to do is to pull out a phone to scan a card.
- Open Dynamics 365 for phones app. And navigate to Quick Create Menu
- Then, select Contact
- On the Quick Create of Contact form, you’ll see a Business Card control that opens the Camera
- It will open you Camera and you can simply take a picture of the business card itself like below
- It will upload and fill out all the captured information from the card to the Contact form.
- You can simply Save the record and you’re done. It will be uploaded to CRM.
And here it is, uploaded in CRM already.
And if you take a look at the record, the picture that was used is also stored in Dynamics
Custom Control Used
If you look at the form customization of the Contact’s Quick Create form, you can see what control was used. It’s AI Builder Business Card control
Hope this helps!
8 thoughts on “Business Card Scan in D365 CE Wave 2 Updates”
We are getting error “No Capacity available,please check with your administrator”. I have given myself Admin role and Common data service user role as well . Do we need to have license separately for this feature to work.
Hi Manish, I’m not sure why this is an issue. It should work fine assuming you have ample storage left in Dynamics to store the card picture. I’ll check in the October licensing updates has anything for this. At this point, I don’t think this should be an issue.
Hi Manish, Can you check if this helps you out? – https://wordpress.com/read/blogs/1794554/posts/11006
Thanks Priyesh, it was resolved by Microsoft fix within a week.
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Great! So issues like these pop up often where Microsoft finds and fixes them in the early age of a functionality.
I was able to add a contact successfully, however my colleague had the below error ‘Something happened. Try again later’
Please can you suggest a solution.
Hi Sharlotte, it could be a connectivity issue. Did this continue to happen persistently? I suggest checking your colleagues security roles for a start.
You/Admin need to assign Common Data service user role to the user.