Work with Dynamics 365 Layout

With Microsoft Dynamics 365 Layout, you can work with floor plans created with Microsoft Visio, or you can create a layout with the HoloLens app. You can use Dynamics 365 Import Tool (Preview) to make either type of layout available for immersive headsets.

Import a Microsoft Visio floor plan

To work with a Visio floor plan in Dynamics 365 Layout, take these three steps:

  1. Install the Visio add-in for Dynamics 365 Layout.

  2. Export the floor plan to Dynamics 365 Layout.

  3. Make the floor plan available for immersive headsets or Microsoft HoloLens using the Import Tool.

Install the Visio add-in for Dynamics 365 Layout

  1. Open the Import Tool.

  2. Select Settings, and then select the 32-bit or the 64-bit download. Choose the one that matches your version of Visio.

    Visio add-in

  3. Open Visio, and then select File > Options > Add-ins.

  4. Next to Manage, select COM Add-ins, and then select Go.

  5. Select Visio Add-in for Dynamics 365 Layout, and then select Add.

Export the floor plan to Dynamics 365 Layout

After you’ve created the floor plan in Visio, select the Layout tab, select Export, and then save your floor plan.

Make the floor plan available for immersive headsets or HoloLens

  1. In the Import Tool, select This PC > Add layout, and then navigate to the floor plan.

  2. Select the floor plan, and then select Open.

    If you’re using an immersive headset connected to the same PC, the floor plan shows up automatically in Layout. You don’t need to do anything more.

    If you’re using HoloLens:

    a. Connect your HoloLens to your PC using the USB cable.

    b. Open the Import Tool on the PC, and then select This PC > Layouts.

    c. Select the check box on the layouts you want to copy, and then select Send.

    Copy layouts

    d. On HoloLens, open the Layout app. You’ll find your floor plan on the Layouts tab.

Import layouts created with the HoloLens Layout app to use with immersive headsets

  1. Connect your HoloLens to your PC using the USB cable.

  2. Open the Import Tool on the PC, and then select HoloLens name > Layouts.

  3. Select the check boxes for the layouts you want to copy, and then select Send.

Import layouts created with the immersive Dynamics 365 Layout app to use with the HoloLens Layout app

To use the layout on HoloLens, you need to move it there:

  1. Connect your HoloLens to your PC using the USB cable.

  2. Open the Import Tool on the PC, and then select This PC > Layouts.

  3. Select the check boxes for the layouts you want to copy, and then select Send.

  4. On HoloLens, open the Layout app. You’ll find your layouts on the Layouts tab.

Import 3D models to use with HoloLens

  1. Connect your HoloLens to your PC using the USB cable.

  2. Open the Import Tool on the PC, and then select This PC > Models.

  3. Select the check boxes for the 3D models you want to copy, and then select Send.

  4. On HoloLens, open the Dynamics 365 Layout app. You’ll find your 3D models on the Models tab.

Import 3D models to use with immersive headsets

If you used the Import Tool to import your 3D models, they’re already available for immersive headsets. You can find them in your 3D objects folder.

See also

Overview of Dynamics 365 Import Tool (Preview)
Convert 3D models
Optimize 3D models
Best practices for converting and optimizing 3D models
Use the Import Tool (Preview)