Microsoft Dynamics 365 Guides documentation

Discover how to make the most out of Dynamics 365 Guides with online training courses, docs, and videos covering product capabilities and how-to articles. Dynamics 365 Guides is a mixed-reality application for Microsoft HoloLens that helps operators by providing holographic instructions when and where they're needed.

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Welcome to Dynamics 365 Guides

What's new

What's new

Training

Training

Concept

Troubleshoot

Implement Guides

Try, buy, and install

• Sign up for a free trial
• Buy
• Install

Set up

• Add users
• Assign user roles
• Create folders

Guidance

• Security and compliance
• Guides in GxP regulated industries
• Guides US Government

Administer Guides

Administer

• Migrate content
• Upgrade Guides
• Manage guide content

Enable or disable settings

• Activate or deactivate a guide
• Enable or disable calls

Integrate with other apps

• Integrate with Dynamics 365 Field Service
• Integrate with the Field Service mobile app
• Integrate with Dynamics 365 Supply Chain Management

Use Guides

Author a guide (PC)

• Authoring overview
• Create a guide
• Anchor your guide
• Structure your guide
• Package a guide

Author a guide (HoloLens)

• Authoring overview
• Calibrate your HoloLens
• Work with holograms
• Authoring gestures

Use 3D objects

• Overview
• Convert your 3D objects
• Optimize your 3D objects
• Tutorials

Operate a guide

• Main menu overview
• Open a guide
• Step cards overview
• Operating gestures

Collaborate with Teams users

• Teams collaboration features
• Call a remote collaborator
• Join a scheduled meeting
• Make annotations

Analyze guide usage

• Overview
• Guides Analytics Power BI templates
• Guides Analytics reports

Related products

Dynamics 365 Field Service

Enable Field Service customers to attach guides to Field Service tasks.

Dynamics 365 Remote Assist

Empower technicians to collaborate more efficiently by working together from different locations with Dynamics 365 Remote Assist.

Dynamics 365 Supply Chain Management

Frontline workers can benefit from mixed-reality guides in areas such as assembly, service, operations, certification, and safety as well as asset management roles.