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

D365 CE : Switching Between Unified Interface and Classic Web Client

"Use Unified Interface only" option is no more available in Dynamics CE System Settings.

To view application in classic web client, settings can be changed only through Admin Centre, Please check the steps below,

Step 1 : Sign-in to https://admin.powerplatform.microsoft.com/

Step 2 : Navigate to Environments

Step 3 : Select the respective environment and click Settings

Step 4 : Expand Product and select Behaviour

Step 5 : Enable/Disable "Use Unified Interface only"

Step 6 : Click Save