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, to learn how to add 3D models to Dynamics 365 Sales, see the Administrator guide.

View a 3D model in mixed reality

  1. Open the opportunity you want to focus on.

  2. Select a product within that opportunity.

  3. Select the 3D model that you want to view.

  4. In a brightly lit environment, point your device down toward a flat surface like the floor or a desk. Move your device around slowly to allow Dynamics 365 Product Visualize to find the surface.

    Advice on finding a plane

    After you find a suitable surface, you’ll see the model-loading indicator:

    Model-loading screen

    When the model loads, it appears in the default size. You can view the model in this size or at life-size scale.

  5. If you want to change the size of the model to life size before you place it, select Life-size (right button at the bottom of the screen).

    Compare sizes

  6. To place the model, select Place on the right side of the screen.

    Place model item

Switch to a different model

After placing a model, if you want to view a different model, you can switch models very easily:

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

    Switch models

  2. On the Models screen, select the model you want to view.

    Models screen

  3. Switch between the default size or life size as needed (you can’t change the scale until the model is loaded), and then place the model as described in the previous procedure.

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.

Transform item

Change the size of your model

Spread or pinch two fingers on the screen to change the size of the model. You can also double-tap to switch between the default size and life size. When you change the size of your model, you can switch between the default size and life size.

Resize item

Rotate your model

Rotate two fingers on the screen to rotate the model.

Rotate item

Move the model

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

Move item

Move the model up or down

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

Lift item

See also

Install, open, and sign in to the app
Add a note to your 3D model
View layers of your 3D model
Explore sample 3D models