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Install and set up Dynamics 365 Guides process

As an admin, perform the following steps to install and set up Dynamics 365 Guides after purchasing a subscription.

Prerequisites

Install and set up Guides

  1. Install the solution.

  2. Assign licenses and add users.

  3. Assign user roles.

  4. Set up a Guides device license for multiple operators (optional).

  5. Contact your Guides users to have them install the PC app and set up their HoloLens.