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. On the Quick Create form, select Scan Business Card. :::image type="content" source="media/nav-bar.png" alt-text="Navigation bar highlighting the Quick Create button"::: On the nav bar, select the New button and then select Contact or Lead. More information: Assign security roles to users in a Dataverse environmentĪssign security roles to users in non-Dataverse environment More information: Dynamics 365 Sales pricing License and role requirements Requirement typeĭynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional. If you'd like to add the card scanner to other forms, see Use the business card reader component in model-driven apps in Power Apps The card scanner is available in lead and contact forms.To know about the business card scan limits with your user license, see the Microsoft Dynamics 365 Licensing Guide. ![]() ![]() To learn about the availability of the business card feature in a region, see Feature availability by region.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. 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. Scan business cards in Dynamics 365 Sales
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