Overview of Dynamics 365 Product Visualize

[This topic is pre-release documentation and is subject to change.]


  • A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.
  • We expect changes to this feature, so you shouldn’t use it in production. Use it only in test and development environments.
  • Microsoft doesn't provide support for this preview feature. Microsoft Technical Support won't be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

Dynamics 365 Product Visualize empowers sellers to showcase and customize products in a real-world environment. This helps create a shared understanding between buyer and seller to accelerate complex sales processes. In industries like manufacturing, healthcare, and automotive, where products are often complex and highly configurable or simply too cumbersome to carry around, product visualization is key. It builds a buyer's confidence early in the sales process, so costly change orders are reduced and customer satisfaction is higher.

Using Dynamics 365 Product Visualize, sellers can show products to customers directly within their Dynamics 365 Sales workflow. Spatial and configuration notes are all saved directly within the associated sales opportunity. Because sales tasks commonly involve more than just one individual, sellers can leverage session content directly in Microsoft Teams to improve internal collaboration and deliver customer-oriented solutions that are critical to accelerating the sales process.

See also

Requirements for setting up Dynamics 365 Product Visualize
Administrator guide
User guide