{"id":21246,"date":"2019-11-29T12:34:34","date_gmt":"2019-11-29T12:34:34","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=21246"},"modified":"2019-12-10T13:13:41","modified_gmt":"2019-12-10T13:13:41","slug":"create-records-quickly-in-dynamics-365-crm-by-using-new-microsoft-wave-2-feature-business-card-scanner","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/11\/create-records-quickly-in-dynamics-365-crm-by-using-new-microsoft-wave-2-feature-business-card-scanner\/","title":{"rendered":"Create Records quickly in Dynamics 365 CRM by using new Microsoft Wave 2 feature – Business Card Scanner"},"content":{"rendered":"

Introduction<\/strong>:<\/p>\n

With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest PowerApps Component Framework, machine learning and artificial intelligence to make this feature which can be termed as Business Card Reader Control or Component. You can quickly create a record in Dynamics 365 CRM (mobile or web) without manually entering the field value. Just scan and your record will be created.<\/p>\n

Note – <\/em><\/strong>Business Card Scan feature is only available in US and EU regions.<\/em><\/strong><\/p>\n

By default Microsoft has provided this feature on some entity quick form but you can add this feature on any entity forms including OOB entities and Custom entities using few configurations.<\/p>\n

A) The Default Scanner<\/strong><\/p>\n

To create record using business card, you can open any entity quick create form and you will find an option for scanning business cards. Now follow the steps given below to see how it is done:<\/p>\n

Step 1<\/strong> – Navigate to Email entity and open a new Email.<\/p>\n

Step 2<\/strong> – Click on \u2018To\u2019 look up and then click on \u2018New Record\u2019 to create a new contact record. A quick create form will be opened with \u2018Scan Business Card\u2019 option at the top.<\/p>\n

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With this option you can scan a business card and for devices which don\u2019t have camera, you can upload an image.<\/p>\n

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Once scanned your field will be auto populated. Further, you can add or change fields that needs to be populated and what values should be populated (refer Point B –><\/strong>\u00a0Step 4).<\/strong> If you are not able to find Scan Business Card option even with CRM of US or EU region, then we can use the second method i.e. \u2018Configure the Business Card Reader Control\u2019.<\/p>\n

B) Configure Business Card Reader Control<\/strong><\/p>\n

Here, we will configure Business Card Reader for Competitor entity.<\/p>\n

Step 1<\/strong> – Go to Form Customization. For this, click on gear icon at top right –> <\/strong>Select Advanced Settings –> <\/strong>Settings –><\/strong> Customizations –> <\/strong>Customize the System –> <\/strong>Select ‘Competitor’under Components –> <\/strong>Expand Competitor option and click on Forms.<\/p>\n

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Step 2<\/strong> \u2013 Select any form on which you need to configure the Business Card Reader. Here, we will use Competitor Quick create form. For Competitor Quick create there was no option to scan business card, so we will add Business Card Scanner on Competitor quick create.<\/p>\n

Step 3<\/strong> – For adding a Business Card Scanner you have to create a new field<\/strong> of \u2018Single Line of Text\u2019 or use any existing field.<\/p>\n

Step 4<\/strong> \u2013 After creating the field, drag and drop the field on form. Here, I have created a field named \u2018Business Card Scanner\u2019.<\/p>\n

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Step 5<\/strong> – Select the field and click on ‘Change Properties’.<\/p>\n

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Step 6<\/strong> – Click on the last tab – ‘Controls’ and then click on ‘Add Control’.<\/p>\n

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Step 7<\/strong> \u2013 After clicking on Add Control select \u2018AI Builder Business Card Control\u2019 and then click on ‘Add button’.<\/p>\n

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Step 8<\/strong> \u2013 The radio button before AI Builder Business Card denotes where you can see the control. By default all the radio buttons are set to first option – Text Box.<\/p>\n

If you want to use AI Builder Card on Web and mobile device then select those radio buttons before AI Builder Card as shown in below screenshot:<\/p>\n

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Step 9<\/strong> \u2013 Populate Business Card data into Dynamics 365 CRM entity fields.<\/p>\n

Below Add Control you will find options to configure the Business Card Reader.<\/p>\n

To populate name field select the Full Name edit option and then select \u2018Name\u2019 from the drop-down. The control will detect the name on business card and populate it on respective configured field.<\/p>\n

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Similarly configure all fields and then click on ‘Save’ and ‘Publish’. Your control is now ready to use.<\/p>\n

Note \u2013 If there is bug for \u2018Business Card Scanner\u2019 then you can\u2019t populate address fields (Address1 composite) like Address1 City, Address1 State, etc.<\/em><\/strong><\/p>\n

Now let\u2019s see how to use this control.<\/p>\n

First navigate to Lead entity –><\/strong> Open any record. Here, you will find a sub grid for competitors.<\/p>\n

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Now, click on \u2018+New Competitor\u2019 and scan the business card using \u2018Business Card Scanner\u2019.<\/p>\n

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Conclusion<\/strong>:<\/p>\n

Thus, you can quickly create records in Dynamics 365 CRM by using the new Microsoft Wave 2 release feature \u2013 Business Card Scanner. This is not all, in near future we can expect more ML and AI based useful features in Dynamics 365 CRM.<\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":21263,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1902,11,13,16,38,1920,1929],"tags":[],"class_list":["post-21246","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","category-controls","category-customizations","category-dynamics-365","category-microsoft-powerapps","category-microsoft-wave-2","category-pcf"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/21246","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=21246"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/21246\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/21263"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=21246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=21246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=21246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}