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Restrict calling and the ability to search and access contacts in Dynamics 365 Remote Assist for HoloLens

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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!

If you have a scenario where you need to protect company information, you can restrict the ability for Microsoft Dynamics 365 Remote Assist users on HoloLens from:

  • Initiating calls

  • Receiving incoming calls outside of a meeting

  • Searching for contacts and accessing contacts

When you restrict calling for Dynamics 365 Remote Assist users, they can still:

  • Join a meeting

  • Receive a request to join a meeting that's already in progress

With this combination of restrictions and abilities, your company data stays safe and Dynamics 365 Remote Assist users can continue to join meetings to troubleshoot issues with colleagues on an ad-hoc basis.

Note

You can't restrict calling and the ability to search and access contacts for the Dynamics 365 Remote Assist mobile app, but you can set up one-time calls.

Restrict calling

To restrict calling, first you create a new Microsoft Teams policy, and then you assign that policy to the appropriate users.

Tip

You can also assign policies to groups. Learn more

  1. Go to the Microsoft Teams admin center and sign in with your admin credentials.

  2. In the left pane, select Calling policies, and then select Add.

    Screenshot of Microsoft Teams admin center with Calling policies command and Add button highlighted.

    Note

    Learn about Microsoft Teams policies supported by Dynamics 365 Remote Assist

  3. Enter a name for your policy, turn the Make private calls setting to Off, and then select Save.

    Screenshot highlighting description, Make private calls option, and Save button.

  4. In the left pane, select Manage users, and then select the user you want to assign the policy to.

    Screenshot highlighting Manage users command and selected policy.

  5. Select the Policies button, and then select Edit.

    Screenshot highlighting Policies button and Edit button.

  6. On the right side of the screen, in the Calling policy list, select the policy you created, and then select Apply.

    Screenshot of Calling policy list opened.

    Once the policy takes effect, users will be able to join meetings or receive notifications for meetings already in progress but they won't be able to initiate calls or receive calls outside of a meeting. They also won't be able to search for contacts or access the contacts list.

    Note

    It can take a few hours for the policy changes to go into effect.

See also