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Deploy Dynamics 365 Remote Assist

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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!

Note

Azure Active Directory is now Microsoft Entra ID. Learn more.

After you get your free trial or purchase Dynamics 365 Remote Assist or Dynamics 365 Remote Assist Attach (for Field Service customers), deploy it to your organization. To deploy:

  • IT Admins assign licenses to users in your organization
  • Individual users in your organization download and install the app on a supported device

You can also deploy to multiple tenants or enable vendors and contractors to use Dynamics 365 Remote Assist.

Add users and assign licenses

There are two types of users for Dynamics 365 Remote Assist and Dynamics 365 Remote Assist Attach:

  • Field service technicians who require a Dynamics 365 Remote Assist license, which also includes the required Microsoft Teams license.
  • Remote experts (who aren't in the field) require only a Microsoft Teams license.

Prerequisites

Your organization must have:

Individual users in your organization must have:

Add and assign licenses

Add and assign licenses to individual users or a group of users in your organization through the Microsoft 365 or Microsoft 365 administrator portal.

  1. Sign in to the Microsoft 365 or Microsoft 365 administrator portal using your organization’s admin account.

  2. Add and assign licenses:

Download and install the app

After assigning licenses, users can install and use the app on their HoloLens, HoloLens 2, or mobile devices.

Prerequisites

Steps for HoloLens and HoloLens 2

  1. Go to the Start menu select Dynamics 365 Remote Assist to update or launch the app. If you don't find the app installed by default, go to the Microsoft Store and get it there.

  2. Sign in to Dynamics 365 Remote Assist with your Microsoft Teams account. Your Contacts page displays. If you're using a free trial, a prompt to start your Free Trial of Dynamics 365 Remote Assist displays.

You can now use Dynamics 365 Remote Assist on your HoloLens or HoloLens 2. Next, Learn how to make calls.

Steps for mobile devices

  1. Go to the appropriate iOS or Android app store.

  2. Search for and download Dynamics 365 Remote Assist and launch the app.

  3. Sign in to Dynamics 365 Remote Assist with your Microsoft Teams account. Your Contacts page displays. If you're using a free trial, a prompt to start your Free Trial of Dynamics 365 Remote Assist displays.

You can now use Dynamics 365 Remote Assist on your mobile device. Next, Learn how to make calls.

Note

For Enterprise environments that manage application deployments using an Mobile Device Management (MDM) provider, contact d365rafb@microsoft.com for assistance obtaining the Dynamics 365 Remote Assist mobile application binary.

Next steps