Microsoft Teams policies supported by Dynamics 365 Remote Assist

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Dynamics 365 Remote Assist supports the following Microsoft Teams policies:

  • Video
  • Call recording
  • Chat messaging
  • File sharing

Users in your organization will automatically get the global policy unless you create and assign a custom policy. You can edit the settings in the global policy or create and assign one or more custom policies to turn the features that you want on or off.

Note

You can't set policies for specific applications (for example, Dynamics 365 Remote Assist vs. Teams).

Video policies

Video policies are used to control video stream capabilities. Video policies do not disable:

Important

If video is disabled, users will not be able to see mixed-reality annotations from remote participants.

User experience in the HoloLens app

When video is disabled, the Video button is unavailable.

HoloLens app screenshot with Video button disabled.

If the user selects the Video button, they see the following message that explains why outgoing video is unavailable.

HoloLens app screenshot showing video message.

User experience in the mobile app

When video is disabled, the Video button is unavailable and the Mixed Reality toolbar is also unavailable.

Mobile app screenshot with Video button disabled.

If the user selects the Video button, they see the following message that explains why video is unavailable.

Mobile app screenshot showing video message.

Call-recording policies

Call-recording policies are used to control call-recording capabilities. This allows admins to disable call recording for privacy purposes. If call recording is disabled through policy, the Dynamics 365 Remote Assist user will not be able to start a recording.

Note

This policy does not affect other participants on a call. Other participants will still be able to start/stop recordings.

User experience in the HoloLens app

When call recording is disabled, the Recording button is unavailable.

HoloLens app screenshot with Recording button disabled.

If the user selects the Recording button, they see the following message that explains why recording is not available.

HoloLens app screenshot showing recording message.

User experience in the mobile app

When call recording is disabled, the Start recording command is unavailable.

Mobile app screenshot with Start recording button disabled.

If the user selects the Start recording command, they see the following message that explains why recording is not available.

Mobile app screenshot showing recording message.

Chat-messaging policies

Chat-messaging policies are used to control which chat and channel messaging features are available to users (owners and members) in Microsoft Teams.

If chat messaging is disabled, Dynamics 365 Remote Assist users can read but not send chat messages. Voice recording and photo capture are also disabled since these features require chat.

User experience in the HoloLens app

When chat messaging is disabled, the Chat window and keyboard are disabled and the user sees Chat unavailable in the Chat window.

HoloLens app screenshot showing Chat unavailable in Chat window.

If the user tries to enter text in the Chat window, they see the following message that explains why chat is unavailable.

HoloLens app screenshot showing chat message.

User experience in the mobile app

When chat messaging is disabled, the Chat window and keyboard are disabled and the user sees Chat disabled by admin in the Chat window.

Mobile app screenshot showing Chat unavailable.

If the user tries to enter text in the Chat window, they see the following message explaining why chat is unavailable.

Mobile app screenshot showing xhat message.

File-sharing policies

File-sharing policies are used to control whether a Dynamics 365 Remote Assist user or Microsoft Teams user can send files for a specific account. It doesn't affect whether they can receive files from other accounts. For example, you can disable the ability for a HoloLens user on a factory floor to send screenshots. If this same user logs into the Teams account that has file sharing disabled, the Attach button will be unavailable, so the user can't use Teams to send a file.

User experience in the HoloLens app

When file sharing is disabled, a message appears above the Snapshot button that indicates that file sharing is unavailable.

Screenshot of HoloLens app with message highlighted above button.

If the user selects the Snapshot button, they'll see another message that confirms that file sharing is unavailable.

Screenshot of HoloLens app showing message that appears after button is selected.

User experience in the mobile app

When file sharing is disabled, the file-sharing buttons are grayed out in the mobile app user interface.

Screenshot of mobile app showing buttons that will be removed through Teams policy.

The user will also see a message that says that file sharing is unavailable.

Screenshot of mobile app showing file sharing message.

Set up the policy (admins)

To set up the policy, you use the Microsoft Teams PowerShell Module. You can set up the policy for individual users or entire organizations.

  1. Install the Microsoft Teams PowerShell Module if you haven't already.

  2. Turn off file sharing for a specific account or organization.

See also

Learn about the platforms that Dynamics 365 Remote Assist is dependent on and how those dependencies can affect the app