Using Scanner in MS Dynamics 365

Microsoft Dynamics 365 CRM comes with many functionalities. One of the interesting functionalities is reading Barcode from mobile and tablet.

Let’s implement and check this out.

Create a custom field of type “Single line of Text”.

Figure 1: Create Custom Field

Place the field on the form. Select it and click on Change Properties button on the Home tab.

Figure 2: Place the custom field on Form

Below screen will appear you need to go to Controls tab and click on Add Control link.

Figure 3: Option for adding BarCode
Figure 4: Select option as Barcode Scanner

Now, select option as Phone and Tab. This is a mobile functionality. Click OK and Publish the Form for reflecting the changes across the Organisation.

Figure 5: Select Option as Phone and Tablet

Login CRM using D365 mobile app and open a record. Click on the scanner icon which appear next to the Scanner field. This will turn on your mobile camera and you will be able to scan the bar code of your product.

Figure 6: Option for scanning the Barcode

Scanning the Barcode. When the scan gets completed successfully the code associated to it will auto populate inside the Scanner field.

Figure 7: Scanning the Barcode.
Figure 8: Barcode value got populated inside the Scanner field.

Note: The value inside the Scanner field will be visible from Web form as well.

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