Install, open, and sign in to Dynamics 365 Product Visualize

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

To get the full benefits of Microsoft Dynamics Product Visualize, you'll need a Dynamics 365 account. When you sign in with your Dynamics 365 Sales account, Dynamics 365 Product Visualize automatically connects to your Dynamics 365 Sales opportunities.

Tip

If you just want to explore sample 3D content, you don’t need a Dynamics 365 account. For more information, see Explore sample 3D models.

Install the app

  1. Go to the Apple Store.

  2. Search for “Dynamics 365 Product Visualize”.

  3. Download and install the app.

Two ways to open and sign in

You can open and sign in to Dynamics 365 Product Visualize on your iOS device in two different ways:

  • Open the app on your iOS device like you would any other app, and then sign in.
  • Select any 3D model (GLB file) in your Dynamics 365 Sales opportunity.

Note

At this time, Dynamics 365 Product Visualize is available for iOS devices only.

Open the app on your iOS device and sign in for the first time

  1. On your iOS device, search for “Dynamics 365 Product Visualize”, and then open the app.

  2. On the Welcome screen, select Sign in.

    Welcome screen

  3. On the Sign in screen, enter your Dynamics 365 Sales account. When you’re done, select Next.

    Sign-in screen

    Note

    After you sign in for the first time, this screen will not appear again.

  4. On your first sign-in, you're prompted to select your Dynamics 365 Sales organization. You can change organizations later, if you want, through Account Settings.

    My organizations screen

    Tip

    If your organization isn’t set up with Dynamics 365 Sales, you can explore sample models or go to the Dynamics 365 Sales website to learn how to sign up.

  5. On the My Open Opportunities screen, select the opportunity you want to work on.

    My Open Opportunities screen

    Dynamics 365 Product Visualize pulls in your opportunities from Dynamics 365 Sales by default. You can also view followed opportunities and connect opportunities.

Sign in from Dynamics 365 Sales

You can also open Dynamics 365 Product Visualize directly from Dynamics 365 Sales on your iOS device. This makes it easy to visualize your products in 3D as you work with your sales opportunities.

If you haven’t already installed Dynamics 365 Product Visualize on your iOS device, you can install it from Dynamics 365 Sales.

Sign in from Dynamics 365 Sales for the first time

  1. Open one of your opportunities in Dynamics 365 Sales.

  2. Select the Product Visualize tab.

    Product Visualize tab

  3. Do one of the following:

    • If the iOS app is already installed, select Open Opportunity to open the app.

    • If you're using an iOS device, but the app isn't already installed, select Learn More, follow the instructions to install the app, and then sign in to the app using the instructions in step 5 of this procedure.

    Note

    If you're using a laptop or an Android device, you can't use Dynamics 365 Product Visualize at this time. You can select Learn More to learn more about the app.

  4. On the Dynamics 365 Product Visualize Welcome screen, select Sign in.

    Welcome screen

  5. On the Sign in screen, enter your Dynamics 365 account. When you’re done, select Next.

    Sign-in screen

    Note

    After you sign in for the first time, this screen will not appear again.

  6. On your first sign-in, you're prompted to select your Dynamics 365 Sales organization. You can change organizations later, if you want, through Settings.

    My organizations screen

  7. In the My Open Opportunities screen, select the opportunity you want to work on.

    My Open Opportunities screen

Switch to a different organization

If you have access to more than one Dynamics 365 organization, you can use this procedure to switch between organizations.

  1. Select the main menu icon Main menu button.

  2. Select your account settings.

    Account settings menu item

  3. On the Account Settings screen, select Edit next to the organization you’re signed in to.

    Edit account settings

    Note

    If you need to switch to a different username, select Sign out on the previous screen, and then sign back in with a different username.

See also

Place and manipulate 3D models
Add a note to your 3D model
View layers of your 3D model
Explore sample 3D models