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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Caller verification tools
Microsoft Dynamics CRM (Archived)

Caller verification tools

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Posted on by balakrishna uppala 570

Hi,

We have a requirement,

when customer calls to callcenter,  they need to verify the caller by asking some questions like DOB....etc If they answer correctly to atleast 3 questions then only they are genuine customer.

(1 approach which i know is,  creating a custom entity with questions and prompt this entity from contact record.)

Can you suggest any existing tools/Add-on s for this purpose?

Which is the best approach to implement this?

Thanks

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  • Verified answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at

    You can use Unified Service Desk which can have pre-configured questions called Agent Scripts.

    More info here:

    msdn.microsoft.com/.../dn864904.aspx

    Hope this helps

    Regards,

    Pranav

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