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Microsoft

Work with Dynamics 365 Guides

Microsoft via Microsoft Learn

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Overview

  • Module 1: Microsoft Dynamics 365 Guides is the mixed reality application that displays step-by-step holographic instructions.

    • In this module, you will:

    • Understand the capabilities of Dynamics 365 Guides
    • Learn about the main personas that use Dynamics 365 Guides
    • Learn how Dynamics 365 Guides integrates with other Dynamics 365 apps
  • Module 2: Learn how to set up Dynamics 365 guides, and upgrade the solution.

    • In this module, you will learn how to:

    • Set up, and update guides
    • Activate, deactivate, or delete a guide
    • Add and assign user roles
    • Integrate Dynamics 365 Guides with other Dynamics 365 apps
  • Module 3: Learn how to author a guide in Dynamics 365 Guides

    • In this module, you will learn how to:

    • Author a guide in the PC app
    • Author a guide in the Hololens app
    • Add 3D models or 2D media to your guides
    • Understand the gestures for navigation and authoring with HoloLens
    • Convert 3D models to use as holograms
  • Module 4: Learn how to operate a guide in Dynamics 365 Guides.

    • In this module, you will learn how to:

    • Use gestures to navigate a guide.
    • Calibrate your HoloLens device.
    • Install the HoloLens app and sign in.
    • Anchor and operate a guide.
    • Work offline as an operator.

Syllabus

  • Module 1: Get started with Dynamics 365 Guides
    • Introduction
    • Roles that use Dynamics 365 Guides
    • Analyze your guides
    • Integrations with other Dynamics 365 apps
    • Glossary of terms
    • Check your knowledge
    • Summary
  • Module 2: Dynamics 365 Guides for administrators
    • Introduction
    • Set up Dynamics 365 Guides
    • Upgrade Dynamics 365 Guides
    • Add users
    • Assign user roles
    • Restrict access to a specific instance
    • Use access teams to limit access
    • Activate, deactivate, or delete a guide
    • Integrations with other Dynamics 365 apps
    • Opt out of storing Guides usage data
    • Check your knowledge
    • Summary
  • Module 3: Author a guide in Dynamics 365 Guides
    • Introduction
    • Author a guide in the PC app
    • Anchor your guide to the real world
    • Create a QR code anchor
    • Create a circular code anchor
    • Create a holographic anchor
    • Structure your guide in the Outline page
    • Create steps in your guide
    • Add 3D models or 2D media
    • Add a website or Power Apps link to a step
    • Create and copy a link to a guide or step
    • Deactivate a guide
    • Exercise - Author a guide in the PC app
    • Check your knowledge
    • Author a guide in the HoloLens app
    • HoloLens 1 gestures
    • HoloLens 2 gestures
    • Use hand rays and gaze with HoloLens 2
    • Install the HoloLens app and sign in
    • Anchor a guide
    • Place holograms, add styles, and more
    • Create and place a trigger for step navigation
    • Exercise - Author a guide in the HoloLens app
    • Convert 3D models to use as holograms
    • Check your knowledge
    • Summary
  • Module 4: Operate a guide in Dynamics 365 Guides
    • Introduction
    • HoloLens 1 gestures for navigating a guide
    • Calibrate your HoloLens 1 device
    • HoloLens 2 gestures for navigating a guide
    • Calibrate your HoloLens 2 device
    • Install the HoloLens app and sign in
    • Anchor a guide
    • Use the Step card as an operator
    • Work offline as an operator
    • Exercise - Practice operating a guide in a HoloLens
    • Check your knowledge
    • Summary

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