Record calls in Dynamics 365 Remote Assist on HoloLens

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!

Recording a call is great for training or record-keeping purposes. Cloud-based recordings are automatically uploaded to Microsoft OneDrive or SharePoint. When the recording finishes uploading, all call participants can access the link in the Teams chat.

Read about the layout of this type of call before deciding whether to record using this method. You might also consider alternatives to cloud-based recordings.

Overview of cloud-based recording

The following chart explains which call participant can initiate a cloud-based call recording in each type of call.

Type of call	Can a Dynamics 365 Remote Assist HoloLens user record?	Can a Dynamics 365 Remote Assist mobile user record?	Can a Teams desktop user record?	Can a Teams mobile user record?
One-to-one call	Yes	Yes	Yes	No
Group	Yes	Yes	Yes	N/A
Meeting	Yes	Yes	Yes	N/A

Exceptions include:

• An unlicensed one-time call participant.

• Call participant without the required license.

• Other exceptions described by Microsoft Teams documentation.

Learn more about using Teams desktop to record the call.

Note

The recorder is the owner of the video. The owner needs to give permission or download the video to share the recording beyond people on the call.

Use cloud-based recording

1. Select the Recording button ().

   

   A reminder that the call recording only captures the middle vertical section of your field of view appears. If there are procedures or assets that are critical for you to record, keep them in the middle of your field of view. Learn more about Teams recording layout for calls with two participants.

2. Select OK to start recording. An indicator lets you know that you're recording. This indicator remains visible even if you do another action such as opening a file.

3. To end the recording, press the Recording () button or end the call. A reminder indicates that the recording is being processed and saved securely in OneDrive for work or SharePoint.

After the recording is processed and saved, it appears in your Dynamics 365 Remote Assist chat history (if you're still in the call) and also your Teams chat history. Remember that your Dynamics 365 Remote Assist chat history doesn't persist when the call ends, but your Teams chat history does. To view the recording in your HoloLens browser, select the link in the Dynamics 365 Remote Assist chat.

Cloud-based recording layout

The layout of the cloud-based recording depends on the number of call participants, and the layout can't be configured. When using Dynamics 365 Remote Assist or Teams to record the call, the Dynamics 365 Remote Assist HoloLens user's view (their outgoing video feed) never occupies the entire recording unless the HoloLens user is the only person in a call or meeting.

If the explicit recording consent for Teams Audio Conferencing is enabled and you record a call, some unexpected behavior might occur such as users can't unmute themselves.

If it's imperative that your recording captures as much of the Dynamics 365 Remote Assist HoloLens user's view as possible and as little of the Teams user's outgoing video feed or avatars, consider using one of the alternative recording methods.

Review several examples of what the recording layout looks like when you use Teams or Dynamics 365 Remote Assist to record.

• In a recording with two participants, each participant's outgoing video (or avatar) occupies one-half of the recording. Both halves are vertical. During a Dynamics 365 Remote Assist call, a Teams desktop user sees a horizontal slice of what you see. But the recording only captures the middle vertical slice of what you see. Furthermore, during the Dynamics 365 Remote Assist call, the Teams user only sees their outgoing video feed in the corner of the call, but in the recording, their outgoing video feed occupies half the recording. (If the Teams user turns off their outgoing video feed, their avatar occupies half the recording.)

  

• In a recording with three participants, each participant's outgoing video (or avatar) occupies one-third of the recording. Furthermore, during the Dynamics 365 Remote Assist call, the Teams user only sees their outgoing video feed in the corner of the call, but in the recording, their outgoing video feed occupies one third the recording. (If the Teams user turns off their outgoing video feed, their avatar occupies one third of the recording.)

  

• In a recording with four participants, each participant's outgoing video (or avatar) occupies one-fourth of the recording. During the Dynamics 365 Remote Assist call, the Teams user only sees their outgoing video feed in the corner of the call, but in the recording, their outgoing video feed occupies one fourth of the recording. (If the Teams user turns off their outgoing video feed, their avatar occupies one fourth of the recording.)

  

• In a recording with five or more participants, the horizontal recording splits into four, with remaining participants' avatars in the bottom-right corner of the recording.

  

Alternatives to cloud-based recording

Use the HoloLens operating system

Use this option when:

• No call participant can initiate a cloud-based call recording.

• You only want the recording to capture what you see through the HoloLens, what you hear around you, and what you hear through the HoloLens speakers. For example, the recording only shows the participants in the Dynamics 365 Remote Assist call if you manually navigate to the participants panel and it is in your field of view.

There are three ways to use the HoloLens operating system.

Use the HoloLens app

1. From the Start menu, select the Video button from the bottom tool pane.

2. Air tap when you're ready to record.

3. To stop recording, perform the Start Gesture, and then press the Video button again.

   

   Note

   If you use this method to record your environment outside a call, joining a call will end the recording.

Use your voice

1. Say "Record call." A short countdown occurs, and then the recording starts. A red recording indicator in the top right-hand corner of your view indicates the recording is live.

2. To stop recording, say "Stop recording." The video is saved to your Camera Roll. Use the Start menu to go to your camera roll.

Use the HoloLens hardware

1. Press and hold the volume-up and volume-down buttons simultaneously until a three-second countdown begins.

2. To stop recording, tap both buttons simultaneously. The video is saved to the HoloLens camera roll. The video doesn't upload automatically.

3. To get a photo or video off the HoloLens camera roll, choose one of the following methods:

   • Upload to OneDrive: Sign into OneDrive and upload your file.

   • Connect to a PC with a USB-C cable: On a PC, access the internal storage through File Explorer. Go to Pictures > Camera Roll folder and copy your images or videos from this folder.

   Learn more about taking photos and videos and getting them off the device.

Ask a Teams desktop user to use the Windows Game Bar

Use this option when you want the recording to capture exactly what the Teams desktop user sees during the call. For example, you want to see the Teams user interface and call layout the Teams desktop user configures.

Go to How a Teams desktop user can record a call using Windows Game Bar. Learn more about the Windows Game Bar.