Place and manipulate 3D models in Dynamics 365 Product Visualize

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

The home page of Microsoft Dynamics 365 Product Visualize is the My Open Opportunities page. Each opportunity typically has multiple products within it, and each product can have multiple 3D models.

Opportunities, products, and 3D models

Note

If you're the administrator, you can learn how to add 3D models to Dynamics 365 Sales through the Administrator guide.

View (place) a 3D model in mixed reality

  1. Open the opportunity you want to focus on.

  2. Select a product within that opportunity.

    Products screen showing multiple products

  3. In a brightly lit environment, point your device down towards a flat surface like the floor or a desk. Move your device around slowly to allow Dynamics 365 Product Visualize to find the surface. After you find a suitable surface, you'll see the model-loading indicator and a message that a surface has been found.

    Find a surface

  4. To place the model, select Place on the right side of the screen. The model is placed at the surface.

    Place model item

    Tip

    If you want to see dimensions for the model, enable the Product dimensions feature. To enable this feature, see Enable product measurements. After enabling the feature, select Dimensions on the right side of the screen to see the dimensions for the 3D model.

    Preview features are experimental features that provide access to new innovations that the Dynamics 365 Product Visualize team is working on.

Move, rotate, or change the size of your model

Chances are, you'll want to move, rotate, or change the size of your model in some way after you place it. You can use various gestures to do any of these actions after placing your model.

Change the size of your model

Spread or pinch with two fingers on the screen to change the size of the model.

Resize a model

Rotate your model

Rotate with two fingers on the screen to rotate the model.

Rotate a model

Move the model

To move the model sideways, drag with one finger on the screen.

Move a model

Move the model up or down

To move the model up or down, drag with two fingers up or down on the screen.

Lift a model

Switch to a different model

After placing a model you can easily switch to view a different model.

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

    Switch models

  2. Select the model you want to view.

    Models screen

  3. Place the model as described in the previous procedure.

See also

Install, open, and sign in to the app
Add a note to your 3D model
Show or hide a layer in 3D model
Explore sample 3D models
View 3D models stored on your device
Add your own 3D model to an existing Dynamics 365 Sales product
Download 3D models to use offline