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
- 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:
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
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.
