PowerApps AI Builder : Scan Business Card and Create Record in D365 CE

PowerApps AI Builder gives a great option to scan the business card.

In this post, we going to see how to use Business Card Reader control and creating a contact record in D365 CE using Power Automate

Step 1 : Login to PowerApps using https://make.powerapps.com

Step 2 : Select AI Builder -> Build and click on the Business Card Reader

Step 3 : Select Use in an app

Step 4: App page will open with business card reader control added in the screen. Rename the BusinessCardReader1 control as BCR

Step 5 : Add the controls to the screen to capture the business card details

Step 6 : To capture Full Name from business card, select the full name text control and add the expression as BCR.FullName

Step 7 : To capture Address City from business card, select the City text control and add the expression as BCR.AddressCity

Step 8 : Remaining fields will be mapped in the same way

Step 9 : From the PowerApps builder window, select Action -> Power Automate

Selecting Create a new flow from the dialog will take you to Power Automate window

Establish a connection and add a new step to Create a new record in CRM

Step 10 : Select the field to map and click Add Dynamic Content. Selecting Ask in PowerApps will create a mapping variable in power automate. It allow us to pass the data as a parameter from PowerApps. We can pass multiple values as parameter in this way

Once the field mapping is completed, Save the flow

Step 11 : Select the Save button and add the expression as CreateContact.Run(param1,param2,…..)

CreateContact : Name of the flow we created in previous step

Step 12 : We can see the mapping the created in power automate is displayed as parameters

Step 13 : Expression after setting value for parameters

Demo :

Contact record created in D365 CE with the details captured in PowerApps

Power Automate : Integrate D365 CE and Twilio to Send SMS

Step 1 : Create a Twilio free trial account using https://www.twilio.com/try-twilio

Step 2 : From the Twilio Dashboard, click Get a Trial Number to get a Phone number

Step 3 : Copy the following details from Twilio Dashboard,

1. ACCOUNT SID
2. AUTH TOKEN
3. PHONE NUMBER (Generated from step 2 above)

Step 4 : Sign in to Power Automate using your credentials

Step 5 : Select Create from the left navigation and click on Automate Flow

Step 6 : Configure and select your Dynamics CE Organization Name and respective entity. In my scenario, When a new Contact record is created, SMS will be sent to respective Contact (Mobile Phone)

Step 7 : After configuring Dynamics CE organization and entity, add next step and select Twilio

Select Send Text Message (SMS)

Step 8 : Enter the Connection details

Connection Name : *Enter some connection name*

Twilio Account Id  : *ACCOUNT SID copied from Twilio Dashboard should paste here*

Twilio Access Token : *AUTH TOKEN copied from Twilio Dashboard should paste here*

Click Create to establish connection

Step 9 : Once connection with Twilio is successful, enter the following details,

From Phone Number : *PHONE NUMBER generated from Twilio should be entered*

To Phone Number      : *Map the destination Phone Number*

Text                               : *Custom message to send*

Step 10 : In my scenario, mapped the Mobile Phone field from Contact entity with custom message

Step 11 : Click Save

Step 12 : Go to your Dynamics CE environment and create new Contact with following details,

1. Full Name
2. Mobile Phone

Step 13 : Save the Contact record to trigger the flow

Step 14 : SMS will be delivered to respective Contact