Overview of authoring a guide with the Dynamics 365 Guides PC app

Note

Azure Active Directory is now Microsoft Entra ID. Learn more.

Watch a video about PC authoring

You use the PC authoring app in Microsoft Dynamics 365 Guides as the first step in the authoring process.

Use the PC app to complete these tasks:

• Create a guide.

• Select an anchoring method.

• Add tasks and steps.

• Write the instructions for your steps. Learn about best practices for writing instructional text.

• Assign different types of content to support the steps. Here are some examples of supporting content:

  • 3D parts

  • 3D objects such as objects from the toolkit (holographic arrows and numbers, for example)

  • 2D media (images and videos)

Note

You can add a guest user in Dynamics 365 Guides for users that have a Microsoft Entra account but aren't members of your organization. Guest users can only operate guides in the HoloLens app; they can't author guides in the PC or HoloLens apps.

What's next?

• Install and sign in to the PC app
• Create a guide
• Anchor your guide to the real world
• Structure your guide in the Outline page
• Create steps and add 3D content or 2D media
• Learn how to create a great mixed-reality guide