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From the Microsoft Dynamics 365 Customer Engagement/CRM Blogs: Business card scanner; Entity relationship behavior; Access issues workaround; Lead qualification

by MSDW Reporter
Editorial Team,

In this week's Microsoft Dynamics 365 Customer Engagement & CRM blog roundup:

  • Create records quickly with business card scanner
  • Entity relationship behavior feature
  • Dynamics 365 for Sales: Workaround for access issues with deleted AD user
  • Enhancement in lead qualification and email experience

Create records quickly with business card scanner

An author from Inogic noted the general availabilitythe business card scanner as part of 2019 wave 2, which combines the PowerApps component framework, machine learning, and artificial intelligence. The business card scan feature is only available in the United States and the European Union.

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.

By default, Microsoft has only offered this feature on some entity quick forms. The author explained how users can add this feature on any entity form.

Entity relationship behavior

Software engineer Rilsina Pegado wrote that using the relationship behavior feature in Dynamics 365 Customer Engagement, users are able to maintain historical data even on changes done to the parent record, such as when a change of owner happens.

When a user changes the owner of a lead for whatever reason, the system changes the owner on completed activities to the new owner of the record, according to Pegado. This is an issue because users have to document the history of who performed each task in the past. But changing the owner for completed tasks also changes the historical records. Pegado explained how to solve this problem.

Dynamics 365 Sales: Workaround for access issues with deleted AD user

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