Configure customer support swarming for complex cases

Customer support swarming is a way to quickly bring together experts across your business to help agents solve issues. As an administrator, you can enable your agents and subject matter experts to "swarm" together to resolve complex cases.

Customer support swarming is useful when agents need to take the following actions:

• Collaborate with experts across your organization to get help on complex cases.
• Use an expert finder to locate experts with the right skills to help.

Some of the key benefits of customer support swarming include:

• Improved first contact resolution
• Reduced average time to resolution
• Accelerated on-the-job training for agents

Swarming features are available in Dynamics 365 Customer Service workspace, Customer Service Hub, and custom apps. Swarming works with either the Microsoft Teams desktop or web apps.

Prerequisites

The following licenses are required for the swarm feature.

• To configure the customer support swarming feature, you must have the Customer Service System Administrator role.
• Agents who use the swarm feature must have both a Dynamics 365 Customer Service Enterprise license and Microsoft Teams license.
• Experts who join a swarm must have a Teams license.

Guided setup experience for customer support swarming

If you're new to using customer support swarming, you can use the step-by-step guided swarm setup wizard to help walk you quickly through the configuration using default settings.

If it's your first time accessing the guided setup, follow these steps:

1. In Customer Service admin center, go to the sitemap, and then in Agent experience, select Collaboration.

2. On the Collaboration page, on the top banner, select Get started. The swarm set-up page is displayed.

3. Follow the wizard to complete the setup.

You can alternatively choose to opt out of the wizard by selecting Skip setup.

If you’ve completed at least one setup, or previously chose to skip the setup, you can launch the guided experience again using the following steps:

1. On the Collaboration page, next to Customer support swarming (preview), select Manage. The Customer support swarming (preview) page is displayed.

2. On the right side of the page, select Manage setups. The Swarming setups page is displayed.

3. Select Start new, and then follow the wizard to complete the setup.

Overview of the customer support swarming page

Use the following image and legend to understand the layout of the customer support swarming page.

Legend

To configure customer support swarming, you must have administrator privileges and complete the following steps.

1. Turn on the Embedded chat using Teams feature for Microsoft Teams desktop or web apps.
2. Turn on the swarm expert notification flow in Power Automate

Turn on Embedded chat using Teams

You can set up Embedded chat using Teams in the Customer Service admin center. The settings you configure for embedded chat using Teams in the Customer Service admin center app are carried over to the Customer Service Hub app.

1. Select Collaboration in the site map. The Collaboration page is displayed.
2. Next to Embedded chat using Teams, select Manage.
3. Set the Turn on Microsoft Teams chats inside Dynamics 365 toggle to On.

Turn on the swarm expert notification flow in Power Automate

To ensure that swarm experts receive invitations directly in Teams, turn on the Microsoft Power Automate flow for swarm expert notifications. Perform the following steps.

1. On the Customer support swarming (preview) configuration page, go to the Expert notifications card.

2. Select the Edit in Power Automate link. The Send swarm invitation card page is displayed.

3. After completing the edits, select Save.

4. Return to the main form and select Turn on to activate the flow.

   

Add a new tab, section, or field to the swarm form

You can customize your swarm form by adding a new tab, section, or field to it. More information: Create, edit, or configure forms using the form designer

Edit case details

When an agent creates a swarm, the system includes fields from the related case and account to provide more context for the swarm participants who join.

You can configure which case fields to include as part of the swarm form. Out of box, the following fields are included:

• Account
  • Customer Name
  • Email
  • Phone number
• Case
  • Case title
  • Case number
  • Subject
  • Customer priority
  • Status
  • Product
  • Case description

To configure case details, perform the following steps:

1. On the Customer support swarming (preview) configuration page, go to the Case details card.
2. Select Edit in Power Apps.
3. Select Case form for swarming from the list, and then select Edit either from the command bar or by selecting the ellipsis next to the form.
4. Edit the form. When finished, select Back.
5. Select the Solutions from the site map, and then select Publish all customizations.

Add and manage skills

If your organization is already using skills in resource scheduling or Omnichannel for Customer Service, you can reuse the skills to define swarm rules.

If you didn't already configure skills, then complete the following steps.

1. On the Customer support swarming (preview) configuration page, go to the Skills contact card.

2. Select the Add a new skill link.

   

3. On the Skills page, select Create.

4. On the Create Skill page, select the Skill type, and then in the Skill name field, type a name for the skill.

   

5. Select Create.

Attach the new skill to an expert

To use the new skill in customer support swarming, you must attach it to a user.

1. On the Edit Skill page, in the Users section, select + Add.
2. On the Add Users page, select the user type from the dropdown list.
3. Select the name of the user you want to add, and then select Add selected users.
4. Select Save.

Bulk import skills (optional)

If the skills you want to use to match experts to swarms are stored in another system outside of Dataverse, you can import them using Excel using the following steps.

1. In the Customer Service admin center site map, select User management. The User management page is displayed.

2. Next to Skills, select Manage.

3. On the skills page, select the list of skills, and then select Export to Excel.

   

4. Add the needed skills to the spreadsheet, and then save it.

5. Import it using the Import from Excel wizard.

   

Add experts

If your organization is already using bookable resources in resource scheduling or omnichannel, you can reuse the resources to define your swarm rules.

If you haven't already configured experts, then perform the following steps.

1. On the Customer support swarming (preview) configuration page, go to the Skills card and select Add a new expert.

2. On the Contact center users page, select Swarm experts from the dropdown menu.

   

Bulk update skills

If you want to update the skills for multiple experts, you can update them in bulk using the following steps.

1. On the Customer support swarming (preview) configuration page, go to the Skills card and select Add a new expert.

2. On the Contact center users page, select Swarm experts from the dropdown menu.

3. Select the users you for which you want to bulk update the skills, and then on the command bar, select Update user attributes.

4. On the Update Skills page, select the skills and proficiency levels from the dropdown list, and then select Save.

Define condition rules

You can define swarm rules that identify the skills that should be suggested when an agent makes a swarm request. Expert suggestions are defined with the goal of finding the minimum set of experts in your organization who match the maximum number of skills suggested for a swarm.

The following aspects apply to swarm rule configuration.

• Only the top three rules are shown on the main swarm page. To view more rules, select See more.

• You can define rules based on the related case and account attributes. By default, the swarm request, or the question the agent needs help with, is automatically suggested as one of the conditions.

• Depending on the rules you define, you can add one or more specific unique skills.

• When skills are being matched, the system runs through all possible rules, up to 100 rules.

• Rules are run in the order in which they're listed. As an administrator, you can reorder, edit, delete, or copy rules.

To add a new rule, perform the following steps.

1. On the Condition rules card, select See more.

2. On the Condition rules page, select Create rule. The Create swarm rule page is displayed.

   

3. Add a name for the rule, and then add the conditions and skills to define the rule.

4. To add a new skill from the rule builder, do the following:

   1. In the Select skills field, select the search icon. A Lookup Records pane is displayed.
   2. In the Look for characteristic field, select the search icon. A list of Characteristics is displayed.
   3. Select the characteristics you want, or select Advanced lookup. A page opens where you can choose skills (characteristics) using Add new record. If you choose New characteristic on the Lookup records pane, you have to leave the current page to create the new skill.

How contacts are added automatically to swarms

In addition to matching skills to find experts, by default, the system adds out-of-box contacts to the swarm. These participants are added to the swarm automatically without a swarm invitation. Typically, their role is to observe the swarm process and provide customer information if needed, or manage customer communications.

Swarm contacts can optionally include any of the following persons.

• The agent's supervisor. (This person can be the same for many agents on the team). If a supervisor isn't identified for the agent, the administrator who enabled the swarm is automatically added.
• The administrator of the team the agent is a member of.
• The owner of the related account.

Edit the agent guide

The agent guide is the direction provided by you, as the administrator, that appears in the swarm form when the agent opens it. The agent guide helps ensure that your agent types the right questions. It provides helpful context to effectively match skills and experts.

When creating the agent guide, keep the following things in mind:

• You can edit the guide content, and the guide you create applies to all different swarm types. It can't be further customized.

• The guide template is rich text-enabled.

• The guide template has a 2,000-character limit.

To create the agent guide, perform the following steps.

1. On the Agent guide card, select Edit. The Agent guide page is displayed.

   

2. Type your details, and then select Save and close.

Grant swarm privileges for agents

Agents need specific privileges to ensure that they can effectively swarm. Use the following table to understand the privileges and types.

To set up swarm privileges for agents, perform the following steps.

1. Go to Power Platform admin center, and then in Environments > Environment name, select the ellipsis, and then select Settings.

2. In Users + permissions, select Security rules.

3. Select the security role (for example, Customer Service Representative), and then select the following roles to apply the following privileges:

   • Swarm
   • Swarm participant
   • Swarm participant rule
   • Swarm role
   • Swarm skill

   

4. Select the Service tab, and then for Characteristic, select the security privileges.

5. Save and publish your changes.

Turn on the swarm feature on the Customer support swarming page

1. Select Collaboration in the site map. The Collaboration page is displayed.

2. Next to Customer support swarming (preview), select Manage.

3. Set the Swarming toggle to On.

See also

Use customer support swarming