Read business card images submitted via Google Forms using OCR and register them in Microsoft Dynamics 365 Sales.

■Overview

This is a flow that reads business card images submitted via Google Forms using OCR and registers them in Microsoft Dynamics365 Sales.

By using Yoom, you can easily connect apps without the need for programming.

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‍■Recommended for

1. Those who frequently exchange business cards

・Those who want to streamline business card management

2. Those who use Microsoft Dynamics365 Sales for business

・Those who aggregate lead information and utilize it for sales activities

・Those aiming to reduce workload and improve information management efficiency

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■Benefits of using this template

By automatically reading business card images with OCR and registering the information, the workload on the person in charge is reduced, allowing for smooth follow-up in sales activities.

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■Notes

・Please connect Google Forms, Google Drive, and Microsoft Dynamics365 Sales with Yoom.

・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set will result in an error, so please be careful.

・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・For information on how to obtain responses when using Google Forms as a trigger, please refer to here.