Overview of Dynamics 365 Guides

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

Video camera graphic Watch this video to get a quick overview of Dynamics 365 Guides on HoloLens 2

Microsoft Dynamics 365 Guides is a mixed-reality application for Microsoft HoloLens that lets operators learn during the flow of work by providing holographic instructions when and where they are needed. These instruction cards are visually tethered to the place where the work must be done, and can include images, videos, and 3D holographic models. Operators see what must be done, and where. Therefore, they can get the job done faster, with fewer errors and greater skill retention.

Person using Dynamics 365 Guides while working on a truck engine

No coding skills are required to create mixed-reality guides

With Dynamics 365 Guides, you don't need specialized 3D or programming skills. Start with the PC authoring app to create a guide: step-by-step instructions together with images, video, and 3D holograms. After you create the guide on a PC, use the HoloLens app to connect the instruction cards and holograms to the physical workspace by picking them up and moving them to the correct location. You can use the default library of 3D holograms to get started. You can also import your own custom 3D models.

Improve productivity – Learn by doing

Dynamics 365 Guides provides heads-up, hands-free, step-by-step instructions during the flow of work, whether employees are doing complex procedures on the job or training away from the production line. Operators control the interface with their gaze, using a glance to move to the next step. Therefore, their hands are left free to do the work. Instruction cards move together with the operator, following them as they move around equipment, pointing to the tools and parts that they need, and showing them exactly how and where to use them. The experience is comfortable and simple to use, and it helps reduce mental processing time, errors, and the need to rely on a buddy system.

Continually analyze and improve processes

Managers can use Power BI dashboards to view rich data about how processes are working for their employees. In this way, they can continually analyze and improve process without having to do expensive studies.

Dynamics 365 Guides also provides access and integration opportunities for customers and partners, because it's part of the Dynamics 365 product family and is powered by Common Data Service.

What's next?

Check out these overview topics and videos:

Doc graphic Get started
Video camera graphic Quick overview of Dynamics 365 Guides
Video camera graphic Author a guide in the PC app
Video camera graphic Author a guide in the HoloLens app (for HoloLens 1)
Doc graphic Overview of authoring a guide
Video camera graphic Operate a guide
Doc graphic Overview of operating a guide
Video camera graphic Analyze your guides
Doc graphic Overview of analyzing your guides
Doc graphic FAQ