Overview of Dynamics 365 Guides 2020 release wave 2


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.


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Dynamics 365 Guides is a mixed-reality application that enables employees to learn and execute complex tasks by providing holographic instructions in the flow of their work. Use Dynamics 365 Guides to:

  • Reduce errors and help increase safety.

  • Standardize skills and reinforce compliance.

  • Increase employee retention and close knowledge gaps.

  • Analyze data to improve training and operations.

Dynamics 365 Guides addresses the needs of three key personas: content authors, operators, and managers/analysts.

Authors can easily create guides without 3D or programming skills by using a simple PC app and a HoloLens app. Operators use guides on HoloLens in training and on the job to get guidance while they work in a heads-up, hands-free style. Trainers and managers can analyze usage data to optimize their workflows.

For 2020 release wave 2 (October 2020 to March 2021), the Dynamics 365 Guides team is focusing on intelligent workflows. By taking advantage of data and AI innovations, work instructions can be configured to adjust on the fly based on operator inputs.

For example, with new branching capabilities, workflows can change course depending on the scenario. This could be driven by an operator answering a question, or by using easy-to-configure computer vision that provides timely and reliable feedback to the operator. Operators will receive feedback on whether they have done the work correctly and the guide can adjust next steps accordingly.

In addition, insights will make it easier to use time-tracking data and connect that data to your business. For example, you’ll be able to determine whether operators have completed all steps of a guide before sending a completion signal.

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