Overview of Dynamics 365 Guides in preview


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Dynamics 365 Guides in preview is a mixed reality application for HoloLens that enables employees to learn in the flow of work by providing holographic instructions when and where they need them. Dynamics 365 Guides:

  • Engages employees through hands-on learning.
  • Helps organizations improve training efficiency.
  • Generates data to improve processes.

Guides addresses the needs of three key personas: content authors, operators, and managers/analysts.

Content authors

Authoring includes two steps:

  • Step 1: Create the guide. Using the Guides PC app, create the guide by defining the steps required to perform a task and attach 2D images/videos and/or 3D assets to each step from a central content library. Media files are automatically optimized for best quality and performance on HoloLens.

  • Step 2: Preview the guide and place the objects. Using the Guides HoloLens app, preview the guide flow and place the instruction cards and 2D/3D assets in the appropriate place in the physical world. Add aids such as 3D tethers and styles (such as a warning or caution).


The Guides HoloLens app provides employees both first-time training or on-the-job assistance—by placing the information employees need in the physical space where they work. Users can control the experience completely hands-free, using their gaze to navigate through the app. Instructions follow users around but don’t get in the way, and when users don’t need the instructions anymore, they can turn them off with a glance.


Guides Analytics provides insight into details behind every step of each guide, which can be used to assess production line processes, measure improvements, and drive efficiencies by modifying processes and updating the corresponding guide.