Sign up for Dynamics 365 Guides (Preview)
[This topic is pre-release documentation and is subject to change.]
We're thrilled to introduce Microsoft Dynamics 365 Guides (Preview)! Learn about Guides capabilities.
To get started with Dynamics 365 Guides, you need to:
Sign up for the preview.
Create a Common Data Service environment, if you don't already have one.
Install the Dynamics 365 Guides (Preview) solution.
Download and install the Dynamics 365 Guides apps on a Windows 10 PC and Microsoft HoloLens.
Add additional user accounts (optional).
Set up Guides Analytics reports.
This topic provides step-by-step instructions for all of the above.
Step 1: Sign up for the preview
Go to the Getting started page, and then follow the instructions to create your user credentials for the preview. After you have your credentials, come back to this page and go to Step 2: Create a Common Data Service environment.
We recommend creating user credentials for the preview even if you have an existing work account. If you're not an admin in the organization, you won't be able to complete Steps 2 and 3. Also, when asked to enter a domain name, don't use your normal work domain. Create a new domain in the form: guidesYourCompanyName.
After signing up for the preview, you’ll need to create an environment where you can install the Dynamics 365 Guides (Preview) solution. If you already have a Common Data Service environment, you can skip to Step 3: Install and configure the Dynamics 365 Guides solution.
Go to the Microsoft 365 Admin Center.
Make sure that the Dynamics 365 Guides license is assigned to a user. To do that, in the left pane, select Users, select Active users, and then select the check box for the user you want to add.
In the Guides Account screen, select the Edit button next to Product licenses.
In the Product licenses screen, turn the Dynamics 365 Guides slider to On, and then select Save.
Go to the PowerApps Admin Center, and sign in with the user credentials provided when you signed up for the preview.
In the PowerApps Admin Center, select New environment.
Fill in the following details for the environment:
Environment name: Guides_anyname
Region: Don't change - keep the default setting
Environment type: Set it to Production
Make sure to set Environment type to Production. Do not set it to Trial.
Select the Create environment button.
In the dialog box that appears, select Create database.
In the next dialog box, choose your currency and language.
Select Create database.
In the PowerApps Admin center > Environments screen, select the environment that was just created (a production environment, not a default environment).
The following screen appears while the database is being created and provisioned:
Database creation usually takes several minutes. If, after 5 minutes, the “Provisioning database” message still appears, try refreshing the page.
After the database is created, a link to the Dynamics 365 Administration Center appears. Select this link, and then sign in again with the credentials you created for the preview. You might need to close your browser before signing in.
The Dynamics Admin Center appears. This is where you can install the solution and make other configurations.
In the Dynamics 365 Guides PC application, you can upload your own 3D files, as well as videos and 2D images. Many of these files will be larger than 5 MB, so you need to change the maximum file size for files that are uploaded. To do this, you'll change the setting for the email attachment size to 128 MB (131072 KB).
Go to the Dynamics 365 Administration Center, and sign in with the user credentials you created when you signed up for the Dynamics 365 Guides (Preview).
Select the newly created Dynamics 365 Guides instance from the list of instances, and then select Open as shown here:
This opens the Dynamics 365 screen.
In the Dynamics 365 screen, select Settings, and then select Advanced Settings.
In the Dynamics 365 Business Management screen, select the Settings drop-down list.
Under System, select Administration.
In the Dynamics 365 Settings > Administration page, select System Settings.
In the System Settings dialog box, select the Email tab, scroll down to the bottom of the dialog box, and then in the Set file size limits for attachments field, enter 131072. Select OK when you’re done.
Go back to the Dynamics 365 Administration Center, and select the small edit button next to Solutions.
You can also get to the Dynamics 365 Administration Center from the PowerApps portal.
Select the Dynamics 365 Guides (Preview) solution in the list, and then select Install.
In the Terms of Service dialog box, review the terms, and then select install when you're ready.
In the Dynamics 365 Administration Center screen, you'll see the following message highlighted in yellow showing that the solution is about to be installed:
The Status field to the left of the yellow message will say Installation pending while the solution is being installed. When the solution has finished installing, the Status field changes to Installed.
The installation process can take up to one hour and is variable based on the time of day and region. If the status hasn't changed after an hour, try refreshing your screen. If the installation fails, you'll see this message:
It can take up to one hour for a user to appear in the Dynamics 365 admin center after the licenses are added in the Microsoft 365 admin center.
After the solution has finished installing, go to the Dynamics 365 Administration Center, select the newly created Dynamics 365 Guides instance from the list of instances, and then select Open.
On the Dynamics 365 page, select Settings, and then select Advanced Settings.
You can access Dynamics 365 Guides data through the Guides Hub (Preview) tile in the preceding screen, but we recommend that you not make any changes in the Guides Hub. Any changes you make can have unintended consequences for the Dynamics 365 Guides apps.
In the Dynamics 365 > Business Management screen, select the Settings drop-down list.
On the Dynamics 365 Settings > Administration page, under System, select Security.
On the Security page, select Users.
Select the user, and then select Manage roles.
In the Manage User Roles dialog box, select the following roles:
Common Data Service User
Dynamics 365 Guides Author
Select the System Administrator role if this is the main user/admin. Otherwise, do not select that role.
Step 4: Install the applications
There are two Dynamics 365 Guides applications:
PC authoring application
HoloLens application, which has an Author mode and an Operator mode
You can install the apps from Microsoft Store as described in the next section.
If you can’t access Microsoft Store due to company policies, please contact your administrator to distribute the app.
If you use Microsoft Store for Business to distribute your apps, you can have users install the apps from your organization’s private store or from an email link that you send. Instructions are provided later in this topic.
Install the apps from Microsoft Store
Install the PC authoring app
Check to make sure your Windows 10 PC is running the latest Windows build (must be build 10.0.16299 or later).
On your PC, go to Start > Microsoft Store , and then search for “Dynamics 365 Guides (Preview).”
In Microsoft Store, select Get for the Dynamics 365 Guides app to download, and install the application.
For instructions on opening and signing in to the app, see the authoring guide.
Install the HoloLens app
Make sure HoloLens is running build 10.0.14393.0 or later. We recommend updating HoloLens to newer versions when available. See Manage updates to HoloLens for instructions on using Windows Update for Business.
On your HoloLens, use the bloom gesture to open the Home menu, and then open the Microsoft Store app and search for “Dynamics 365 Guides (Preview)”.
Select Install to download and install the Dynamics 365 Guides application.
Distribute the apps through the Microsoft Store for Business
Go to the Microsoft Store for Business.
Choose one of the following distribution methods:
For information on opening and signing in to the PC application after installing it, see the authoring guide.
For information on opening and signing in to the HoloLens application, go to one of the following, depending on whether you're an author or an operator:
You’ll need to create a user account for anyone you assign a license to. Create a new user account for anyone on your team who will use Dynamics 365 Guides. You create user accounts in the Microsoft 365 Admin Center, and then assign licenses to those users.
Add a user account
Go to the Microsoft 365 Admin Center.
Select Add a user.
You’ll see the New user dialog box:
In the New user dialog box, fill in the following user information:
Add the first, last, display name, and user name.
Domain. Leave the domain as is. It's automatically filled out based on the company you entered when you signed up for the preview.
Password. The system generates a user ID and temporary password for the user. We recommend that you send the temporary credentials to the user via email and have the user change the password at first sign in. To enforce that this happens, select the down arrow, and then select the Make this user change their password when they first sign in check box.
Roles. Expand this section and select the User (no administrator access) option.
Product licenses. Expand this section, and then turn the Dynamics 365 Guides slider to On. You can assign up to 25 users.
Select Add when you’re done.
When you add a user, the user gets an email notification from the Microsoft Online Services Team that includes their user ID and temporary password. They’ll use this information to sign in to Dynamics 365 Guides.
If you haven't already done so, set up user roles for the solution as described earlier in this topic.
Step 6: Set up Guides Analytics reports
Dynamics 365 Guides includes Power BI reports (called Guides Analytics) that you can use to analyze guides processes. You can share these reports within your organization by publishing them to the Power BI Service. This allows anyone in your organization with a Power BI Pro license to access the report through the Power BI Service web interface accessible at https://powerbi.microsoft.com.
Power BI provides several mechanisms for sharing reports with others in your organization. We recommend reading Ways to share your work in Power BI for an overview. A great way to share your reports within your organization in a read-only fashion is to publish them as a Power BI app. This involves the following well-documented steps: