Dynamics 365 Guides

Training and onboarding employees can be an expensive and time-consuming task. Not only does it take employees their daily tasks, but often it is not effective.

With Dynamics 365 Guides, you can significantly enhance the effectiveness for your learning. Guides helps you standardize your training processes through interactive step-by-step instructions that guide employees to the tools and parts they need. as well as how to leverage them in real work situations. Guides create more impactful learning experiences by integrating photos, video, and 3D models into a personalized training experience.

With Guides, organizations can:

  • Increase productivity: Whether it’s doing complex procedures on the job or while training away from the production line, Dynamics 365 Guides provides heads-up, hands-free, step-by-step instruction in the flow of work. Employees can control the interface with their gaze (using a glance to move to the next step) leaving their hands free to do the work. Instruction cards move with the worker, following them as they move around equipment. The instructions keep pointing to the tools and parts they need, showing them exactly how and where to apply them. The experience is comfortable, simple to use, and reduces mental processing time, errors, and the need to rely on a buddy system.
  • Close knowledge gaps: A series of step-by-step instruction cards with image and video support are visually tethered to the place where the work needs to be done. Additional guidance in the form of holographic models shows where work needs to be done so workers can get the job done faster, with fewer errors, and greater retention of learned skills.
  • Increase employee engagement: Dynamics 365 Guides allows anyone to create step-by-step mixed-reality guidance for a task, without the need for specialized 3D or programming skills. Start with the PC authoring tool to create guides — step-by-step instructions with images, video, and 3D holograms. After creating the guide on a PC, authors use HoloLens to connect the instruction cards and holograms to the physical workspace by picking them up and moving them to the right location. Authors can use the default library of 3D holograms or they can import their own custom 3D models if they prefer.
  • Generate data to improve processes: Using Power BI dashboards, managers can see rich data about how the process is working for their people, enabling them to continually analyze and improve without doing expensive studies. Being part of the Dynamics 365 product family and powered by Common Data Service, Dynamics 365 Guides allows customers and partners access and integration opportunities.

Photos of people using Guides to Author, Operate, and Analyze

Guides can be easily created with a no-code editor. This ease of writing ensures that employees with the most knowledge on a topic are the ones to author materials. It includes a pre-loaded library of 3D assets like arrows, rings, and hands to help you build guides quickly without needing to build complex customer models. As items like images and video are added, they are automatically converted and optimized for Microsoft HoloLens. These visual references let you focus on the content of the training. Tasks and assignments that are created in the designer are also reviewed using HoloLens to enhance learning and standardize processes.

Guides can easily be leveraged by technicians in the field as part of Dynamics 365 Field Service. Guides can be linked to service tasks on work orders, so when technicians are out on site working on the items, they can access the guide to walk them through the process. This connection ensures that every technician can be successful even when working in scenarios that may be outside their skill set.

Use Guides to create interactive and impactful training experiences for your employees.

Icon indicating play video In this product launch video, you’ll see the power of Guides and the benefits that it brings to your organization.

As you saw in the video, Guides can truly change how you train your employees. Interactive training guides give employees the ability to review and learn new skills using HoloLens, bringing the classroom into real life.

Dynamics 365 Guides empowers your employees truly interactive with hands on learning. By integrating photos, video, and 3D models into a personalized training experience. By leveraging the power of HoloLens, learning experiences are enhanced for employees by guiding them to the tools, parts, and instructions that they need for real life work situations.

Now that we have covered Dynamics 365 Field Service, Dynamics 365 Remote Assist and Dynamics 365 Guides, let's see how much you remember with a quick knowledge check.