Does the switchboard display information about the caller?

[Cozas]

I am creating a call flow which will validate a certain user ID number of a caller in order for the call to go through. That user number is tied to a user profile in our CRM, so I was wondering if the switchboard can display that number? Or does the info about the caller open in the CRM, since we have a large base of users in there.
Thank you for all the replies.

 

[JohnS_3CX]

Hi Cozas

The switchboard will only show the phone number of the incoming caller.

Your CRM can pull that phone number, and whatever happens after that will depend on your CRM outside of the PBX

 

[Cozas]

Ok, so would it be possible for Dynamics 2013 to pull the phone number?

 

[JohnS_3CX]

This is something that would be better to post in our CRM Integration forum section