Add a note to your 3D model in Dynamics 365 Product Visualize

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

You can capture notes on specific points on a 3D model in Microsoft Dynamics 365 Product Visualize, and even add text or ink to the notes. For example, when you’re in the field with a customer, capture any required product changes directly on the model.

To add a note, you tap the location of the model where you want to add the note, and then take a picture of the model or upload a picture from your photo library to set the context. Then you can draw (ink) on the image or add comments. Notes you create are saved in a folder in the root product folder (not the folder for a particular product). The notes are organized by Opportunity ID, Product ID, and model name.

To review notes you have made on your model, you can tap any spatial anchor on the model. Anchors on the front of the model appear as blue circles with white outlines. Anchors on the back appear as blurred circles with transparent outlines. You can also browse through your notes by swiping the notes cards at the bottom of the screen. The corresponding spatial anchor activates on the model as you swipe.

Types of notes

Add a note

  1. After placing a model, select Notes on the right side of the screen.

    Select Notes item

  2. Select Add Note.

    Select Add Note

  3. Tap the model where you want to place the note.

    Tap the model

  4. Do one of the following:

    • To take a picture, select Capture on the right side of the screen. The app takes a picture of the model.

    • To use a picture from your camera roll, select Camera Roll, and then select the picture you want.

      Picture choices

  5. In the Create Note screen:

    • To ink on the screen, select a color and start drawing. For example, draw an arrow to call out a particular part of the model.

    • To add text, tap the box at the bottom of the screen, and then enter the text you want.

      Add text

      Note

      If you’re not happy with the picture, select Replace to redo the capture or select a different picture from your camera roll. When you select Replace, any text you entered is retained, but inking is lost.

View the notes attached to a model

  1. After placing the model, select Notes on the right side of the screen.

    Select Notes item

  2. Tap a blue dot to open a specific note, or swipe right or left in the notes browser at the bottom of the screen to go forward or backward between notes.

    Note

    If you want to see a larger view of the notes, which is useful if you can’t see all the text in the notes card, tap the expand arrow in the upper-right corner of the notes card or flick up. Then you can use the scroll bar in the notes card to scroll the text.

    Expand notes button

Edit or delete a note

  1. Select Notes on the right side of the screen.

  2. Select the Overflow menu Overflow menu button in the upper-right corner of the notes card.

  3. In the Options dialog box, select Edit note or Delete note.

    Edit or delete a note

Change how your notes are shared with other apps

By default, your notes are saved to the SharePoint account associated with your Dynamics 365 for Sales account. By default, Product Visualize also sends your notes to your Dynamics 365 for Sales timeline and any connected Microsoft Teams channel.

To turn off sharing with the Dynamics 365 for Sales timeline or Microsoft Teams channels:

  1. Select the Main menu button Main menu, and then select Edit next to the organization you're signed in to.

    Edit account settings

  2. Under Note Output Options, move the sliders to the off position for the options you want to turn off.

Export a note

You can export your notes to share them with other apps on your device that support the iOS sharing function. The notes image and text are exported without any special formatting.

To export a note:

  1. Select Notes on the right side of the screen.

  2. Select the Overflow menu Overflow menu button in the upper-right corner of the notes card.

  3. In the Options dialog box, select Export note.

See also

Install, open, and sign in to the app
Place and manipulate 3D models
View layers of your 3D model
Explore sample 3D models