In the competitive world of sales, every second counts. Manually entering contact details from stacks of business cards isn’t just time-consuming—it’s a productivity killer. Dynamics 365 Sales has the perfect solution to streamline this process: the Scan Business Card feature. Now, you can capture contact information in seconds, allowing you to focus on building relationships and closing deals, not typing details.
What is the Scan Business Card Feature?
Powered by AI-driven Optical Character Recognition (OCR) technology, the Scan Business Card feature effortlessly extracts information from business cards and saves it directly into your system. Whether you’re creating a lead or a contact, this functionality removes the hassle of manual data entry and ensures accuracy every time.
How Does It Work?
Scenario:
Imagine you meet Ragav G, a potential client from RV Graphics, at an industry event. Ragav hands over his business card, which includes the following details:
- Name: RAGAV.G
- Company: RV Graphics
- Email: ragavgraphics33@gmail.com
- Phone: 866 7513 790
Instead of manually entering this information, you use the Scan Business Card feature. Here’s how:
Steps to Use the Scan Business Card Feature
- Navigate to Dynamics 365 Sales
Open the Leads or Contacts section in your Dynamics 365 Sales application. - Add a New Record
Click + New Lead or + New Contact based on your goal. - Use the Scan Business Card Option
- Click the Scan Business Card button.
- Upload an image of the business card (either scanned or photographed).
- Data Extraction
Dynamics 365’s AI extracts details from the card and automatically fills in fields such as Name, Company, Email, and Phone Number.
- Review and Save
Verify the extracted details for accuracy, make any necessary edits, and click Save.
Result: Better Organization and Faster Follow-Ups
With just a few clicks, Ragav’s information is securely stored as a lead or contact in Dynamics 365 Sales. From here, you can:
- Send an introductory email.
- Schedule follow-up meetings.
- Track interactions and plan your next steps efficiently.
Benefits of the Scan Business Card Feature
- Time Efficiency: Eliminate the need for manual data entry by automating contact information extraction.
- Improved Accuracy: Reduce errors that often occur when manually typing out contact details.
- Centralized Data: Store and access all contacts in one system, improving team collaboration.
- Scalability: Handle high volumes of client interactions with ease, making it perfect for growing sales teams.
How CodeValue Can Help
At CodeValue, we help you get the most out of Dynamics 365 Sales, including features like Scan Business Card. Our team ensures smooth setup, integration, and training, so you can automate data entry, improve accuracy, and boost productivity.
Partner with CodeValue today and simplify your sales process!