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:

  5. 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. 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.

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
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