IntegrationsMicrosoft Dynamics 365
Scan business cards and badges into Dynamics 365
Connect Dynamics 365 once in the Swopi dashboard with your organisation URL and Microsoft sign in. Then scan event badges, business cards or QR codes with the Swopi app. Swopi AI adds verified email, phone and company data, and each lead appears in Dynamics 365 in seconds, in standard columns, with the event name.
Free on iPhone and Android. Connect Microsoft Dynamics 365 in two minutes.
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in/jonas-lindqvistSaved to Dynamics 365Teams at these companies use Swopi.
What lands in Microsoft Dynamics 365
Every scan becomes a real Microsoft Dynamics 365 record in native fields, tagged with the event. Anything without a standard field, like your notes or the intent score, arrives as a note on the same record.
Saved to Microsoft Dynamics 365- Swopi
- Microsoft Dynamics 365
- First name
- Lead: First Name
- Last name
- Lead: Last Name
- Business email
- Lead: Email
- Direct phone
- Lead: Business Phone
- Mobile phone
- Lead: Mobile Phone
- Job title
- Lead: Job Title
- Company name
- Lead: Company Name
- Company website
- Lead: Website
- Industry, company size, revenue
- Lead: Industry, No. of Employees, Annual Revenue
- Company address and country
- Lead: Street 1, City, ZIP/Postal Code, Country/Region
- Lead name
- Lead: Topic ("Swopi lead, name")
- Event name, notes, intent score
- Lead: Description
How to connect Microsoft Dynamics 365
- 1
Connect Dynamics 365
In the Swopi dashboard, open Integrations, enter your Dynamics 365 organisation URL and sign in with Microsoft.
- 2
Turn on automatic sync
Choose where new leads go and switch on automatic sync, so every lead from every rep reaches Dynamics 365.
- 3
Scan at the event
Your team scans badges, paper cards in any language and QR codes with the Swopi app on iPhone or Android. No rented scanner from the organiser.
- 4
Let Swopi AI complete each lead
Swopi AI adds verified business email, direct phone, seniority and company data from 20+ data providers and official business registries.
- 5
Follow up from Dynamics 365
The lead is in Dynamics 365 in seconds with the event name. The booth manager also sees every lead live in Event Mode.
Swopi AI
Dynamics 365 lead enrichment, done at the booth
A badge or a card often has only a name and a company. Swopi AI finds the rest in seconds, shows where each detail came from, and never overwrites what your team typed.
- Work email
- Direct phone
- Job title, seniority and LinkedIn
- Company website, industry, size and address
What Microsoft Dynamics 365 does on its own
Dynamics 365 Sales has a business card scanner on the Lead and Contact forms, built on the AI Builder business card model (Microsoft Learn). On mobile you take a photo, on desktop you upload an image. Scan limits depend on your license, and the account is not filled in automatically. It is a good fit for single cards. Microsoft's page does not describe event badges or data enrichment.
Why teams add Swopi
- Built for events: scan badges, cards and QR codes at the booth without renting the organiser's scanner.
- Leads with context: Swopi AI adds verified email, direct phone, seniority, company size, revenue and VAT number before the sync.
- Booth manager view: Event Mode shows every lead live, per person, hot leads first.
- Fits Microsoft companies: SSO with Microsoft Entra ID and SCIM on Teams, data hosted in the EU, GDPR and a DPA.
Swopi and Microsoft Dynamics 365: questions
Does Dynamics 365 have a business card scanner?
Yes. Dynamics 365 Sales has a business card scanner on the Lead and Contact forms. It uses AI Builder, and your license sets how many cards you can scan.
How do I capture event leads into Dynamics 365?
Give your team the Swopi app, connect Dynamics 365 once, and scan badges and cards at the booth. Each lead reaches Dynamics 365 with the event name. Our guide shows the full process: scan event badges into your CRM.
Which Dynamics 365 columns does Swopi fill?
Standard Lead columns such as First Name, Last Name, Email, Business Phone, Mobile Phone, Job Title, Company Name and Website. Extra Swopi AI data goes into the description.
Does Swopi work with Microsoft Entra ID?
Yes. The Teams plan supports SSO with Microsoft Entra ID and user provisioning with SCIM. See security.
Can we get one licence for the whole company?
Yes. Event Lead Capture is one company licence with unlimited users and scans. The price is on request on the contact page.
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