Overview of Dynamics 365 Remote Assist on HoloLens and HoloLens 2

When you use Microsoft Dynamics 365 Remote Assist on HoloLens or HoloLens 2, you can collaborate with one or more Microsoft Teams desktop users or one Teams mobile user. Remote Assist on HoloLens and HoloLens 2 offer the same capabilities; however, there are slight differences in the way you interact with holograms. Those differences are described in this article.

Prerequisites

To use Dynamics 365 Remote Assist with HoloLens or HoloLens 2, you need:

  • A subscription to Dynamics 365 Remote Assist and Microsoft Teams. The Teams license is included with Dynamics 365 Remote Assist.
  • A HoloLens or HoloLens 2 running the Windows 10 April 2018 update or later.
  • A remote collaborator using the Teams desktop application or the Teams mobile app.
  • An internet connection. At least 1.5 mpbs of bandwidth is recommended.
  • To know your credentials for signing into the HoloLens and Dynamics 365 Remote Assist.
  • To have Dynamics 365 Remote Assist installed on your HoloLens or HoloLens 2.
  • (Optional) If you're a Dynamics 365 Field Service customer, to connect to Dynamics 365 Field Service from Dynamics 365 Remote Assist, you'll need a Dynamics 365 Remote Assist Attach license. Learn more

Overview of core features

When you launch Dynamics 365 Remote Assist, the Call tab is selected by default. This is where you'll see your recent contacts. You can use the tools in the top-right corner to access Dynamics 365 Field Service bookings, move the window, or pin the window to a particular place in your world.

Screenshot of the HoloLens field of view, showing the Call tab screen.

Select the Files tab at any time (before, during, or after a call) to access service-related documents from OneDrive for Business.

Screenshot of the HoloLens field of view, showing the Files tab screen.

Select the Settings tab to:

  • Configure various settings
  • Provide feedback
  • Watch a brief tutorial (the same tutorial that appears the first time you use Dynamics 365 Remote Assist)
  • Find other tutorials
  • Switch your Dynamics 365 instance

Screenshot of the HoloLens field of view, showing the Settings tab screen.

When you join a call or meeting, you'll see a video card. When you're in a call, the tools appear at the top and bottom of the video card. The participant tray displays the avatars for all call participants.

Screenshot of Dynamics 365 Remote Assist on HoloLens showing an active call showing the recording button.

Annotation and other tools

Anyone on the call can use the following tools:

Button Description
Graphic showing the annotate with arrows button. Annotate with arrows.
Graphic showing the pencil or ink button. Annotate with drawings.
Graphic showing the colors button. Change annotation colors.
Graphic showing the undo button. Undo an action.
Graphic showing the delete button. Delete all annotations.
Graphic showing the camera button. Take a photo of what you see.
Graphic showing the pin button. Pin the call window wherever you want. Use the same button to unpin the call window.

Anyone on the call can also send files, which will pop up in the space of the people they're collaborating with.

Types of calls supported

  • A Dynamics 365 Remote Assist HoloLens user can join a one-to-one call, group call, or meeting with a Teams desktop user.

  • A Dynamics 365 Remote Assist HoloLens user can join a one-to-one call with a Teams mobile user.

  • Remote collaborators can join the call using the Microsoft Teams desktop application or the Teams mobile app.

In a call, remote collaborators can see everything the HoloLens user sees (including holograms and the real world behind the holograms) and can add annotations, insert files, and more.

Using HoloLens gestures in Dynamics 365 Remote Assist

Dynamics 365 Remote Assist on HoloLens and HoloLens 2 offer the same capabilities. However, HoloLens gestures differ from HoloLens 2 gestures. For basic navigation, see these topics:

You might also want to watch how-to videos showing how to use Dynamics 365 Remote Assist features on HoloLens.

HoloLens

See the HoloLens basics guide to learn how to:

  • Open the Start menu using the Bloom gesture
  • Select holograms with gaze, air tap, and voice
  • Move, resize, and rotate apps

HoloLens 2

HoloLens 2 offers more ways for you to navigate the device and various applications. See the HoloLens 2 basics guide to learn how to:

  • Open the Start menu by tapping your wrist

  • Select holograms with gaze, air tap, voice, and touch

  • Move, resize, and rotate apps

With HoloLens 2, you can select things in a few different ways:

  • If the object is out of your reach, extend your arm, aim your hand ray, and then air tap.

  • If the object is within your reach, touch it directly.

Using voice

A good way to learn Dynamics 365 Remote Assist features and voice commands is to say "Remote Assist." When you're in a call, the app shows what it believes you said by showing a check mark and "Remote Assist." Then the app shows the name of each button. After a few seconds, the labels automatically disappear.

To see the labels again after they disappear:

  • If you're using Dynamics 365 Remote Assist on HoloLens, hover your gaze cursor over each button.

  • If you're using Dynamics 365 Remote Assist on HoloLens 2 and the Dynamics 365 Remote Assist user interface is within reach, hover your finger over the button. If the Dynamics 365 Remote Assist user interface is out of reach, extend your arm and hover the hand ray over the button.

Supported languages

Dynamics 365 Remote Assist supports different languages on HoloLens versus HoloLens 2. Check the FAQ to see if your language is supported.

Benefit of integrating with Dynamics 365 Field Service

If your organization uses Dynamics 365 Field Service to manage work orders, the technician using HoloLens can view Dynamics 365 Field Service bookings from Dynamics 365 Remote Assist and do heads-up, hands-free calling in the context of a Field Service booking. For example, the technician can:

  • View booking details

  • Quickly call the assigned collaborator

  • Save snapshots to a booking

  • Save call artifacts to the work order that the booking is associated with, including the call log and files shared during the call.

Learn more about integrating Dynamics 365 Field Service