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Business Card Scanning Software for Dynamics 365 Customer Engagement (On-Premise) v9

  • 1.  Business Card Scanning Software for Dynamics 365 Customer Engagement (On-Premise) v9

    GOLD CONTRIBUTOR
    Posted 7 days ago
    ​We recently upgraded to Dynamics 365 for Customer Engagement (On-Premise) v9.

    We have received a request for an external business card scanner that can be used by our Business Development team to integrate names acquired in meetings into Dynamics 365 Contacts and/or Leads.

    Any recommendations would be appreciated!

    Many Thanks!

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    Bob Rosenstein
    CRM Team Lead
    Software Engineering Institute - Carnegie Mellon University
    Pittsburgh PA
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  • 2.  RE: Business Card Scanning Software for Dynamics 365 Customer Engagement (On-Premise) v9

    GOLD CONTRIBUTOR
    Posted 7 days ago
    We've used this one in the past and it worked quite well: https://magneticonemobile.com/products/business-card-reader-microsoft-dynamics-crm/

    There's also a new feature to read business cards with the Unified Interface since the upgrade wave 2. I don't have much experience with it, only used it once to try out and it read out the name, phone number and email address with no troubles.

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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  • 3.  RE: Business Card Scanning Software for Dynamics 365 Customer Engagement (On-Premise) v9

    TOP CONTRIBUTOR
    Posted 6 days ago
    Hi @Bob Rosenstein, here's a link to the new Business Card Scanner feature that Sissy mentioned.  The feature is for the Mobile app which only uses the Unified Interface.  I've only just started using it but seems pretty good.  A few Sales users will be trialling it shortly.  We were also trialling the Magnetic One app too but found that it stopped working when we moved to v9.  With the Magnetic One app you can get a certain number of free scans before you have to purchase a plan.  There aren't any additional fees attached to the Business Card Scanner feature for the Dynamics Mobile app but you need to have the Sales Enterprise licence or Customer Engagement licence to use it.

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    Mark Aston
    Engineer
    Ordnance Survey
    Southampton, UK
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  • 4.  RE: Business Card Scanning Software for Dynamics 365 Customer Engagement (On-Premise) v9

    Posted 6 days ago
    Edited by Scott Florance 6 days ago
    Bob,

    Since you stated that you are on D365 on-premise I don't believe that Microsoft's Business Card Scanner is an option as it utilizes the AI Builder which is cloud based. Your options are probably as Sissy mentioned Magnetic One or NuSoft https://nusoftsolutions.com/products/card-scanner-microsoft-dynamics-add-on-product/.

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    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick, MD
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