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Microsoft Dynamics CRM - How to add evernote contacts to CRM

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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!

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  • 4 months later...
  • Level 5*



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.

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