Setting up and testing Swarm in D365 CRM... (testing in CDX environment)
I followed all the steps:
- Activated Microsoft Teams collaboration and chat in Collaboration (Service Management)
- Activated Show Dynamics 365 data in Teams meetings (preview) (Service Management)
- Activated and published Swarm details (forms) and published
- Created skills and mapped them to users including setting managers to check if swarm auto adds the user´s manager in the Teams invitation
- Added condition rules (works ok) to auto-populate the skills needed
- Activated the Swarm expert notification (Cloud flow) and updated their connection references
- checked all test employees security roles and made sure swarm is available
Swarn should:
- Once I create a swarm from a case, the system should create a new teams chat
- Auto invite the manager (of the person creating the swarm)
- Additional invitations sent to experts who are in bookable resources matching the required skills
My test results:
- The flow is not responding.
- Checking the trigger and after checking the trigger, I have ´swarm participants´ and ´swarm roles´
- Checked the managed solution, however, I have no idea whatsoever, where to find or set the swarm participants/roles
- I can see that the condition in the flow shows that it's based on role = Expert, however, when creating the swarm, the original trigger is not working ---- That is: If swarm participants added
- Went through the MS DOcs in details and no mention of setting any roles/experts or observers
Thanks for the insights.
