Protect company information by restricting capabilities in Dynamics 365 Remote Assist

Tip

Dynamics 365 Remote Assist customers now have access to Remote Assist in Microsoft Teams mobile. Take advantage of all that Teams has to offer and collaborate with other users! For the best calling experience on HoloLens, use Dynamics 365 Guides.

With Guides, the same remote experts can assist you through a problem while you have the holographic content of a Guide appearing before you.

Learn more and try Guides!

In some cases, to protect company information, you might want to restrict capabilities in Microsoft Dynamics 365 Remote Assist. For example, you might provide HoloLens devices installed with Dynamics 365 Remote Assist to other businesses as part of your customer support system. You don't want these users to have access to your company information, but you do want them to be able to join meetings and receive meeting notifications so they can troubleshoot issues. This article and the linked articles below show you how to restrict calling and restrict access to contacts, files, and asset records.

Learn how to:

• Restrict calling and the ability to search and access contacts

• Restrict the ability to access OneDrive files

• Restrict the ability to access asset records

• Restrict the ability to sign out of the HoloLens app

Which restrictions are available on HoloLens vs. the mobile app?

The following table shows which restrictions are available for Dynamics 365 Remote Assist on HoloLens vs. the mobile app.

Restriction	HoloLens	Mobile app
Calling and contacts	Yes	No, but you can set up one-time-calls for mobile app users.
OneDrive files	Yes	Yes
Asset records	Yes	Yes
Signing out	Yes	No

Learn about Microsoft Teams policies supported by Dynamics 365 Remote Assist