Microsoft Dynamics CRM - How to add evernote contacts to CRM

[Davis1994 0]

I am using Microsoft Dynamics CRM to manage all of my accounts and contacts, but adding each contact one by one is tedious and too time consuming. I would like to use Evernote to easily capture the images of my business cards, convert them to text as Evernote does well, then export/add/link these contacts to my CRM. Is there a way to do this? If there is a multiple step process to accomplish this task, please describe the process in depth.

 

Thank you and I hope this will help others in my shoes!

[David Finley 0]

I can't see an easy way to do it with evernote. I have voted up integration on Zapier.  This may help you http://www.powerobjects.com/2014/05/19/how-to-install-set-up-a-card-scanner-in-dynamics-crm-2013/

[JMichaelTX 4,117]

@Davis1994:

 

Evernote is NOT the right tool for this task.  

If you Google "Scan business card csv" you should find several apps that will produce a CSV file that can be imported into MS Dynamics.