Buy and deploy Dynamics 365 Guides

We're thrilled to introduce Microsoft Dynamics 365 Guides for general availability! Learn about Guides capabilities.

To get started with Dynamics 365 Guides, you need to:

  1. Buy a Dynamics 365 Guides subscription or sign up for a free 30-day trial subscription.

  2. Create a Common Data Service environment (if you don't already have one) and install the Dynamics 365 Guides solution in the environment (instance).

  3. Download and install the Dynamics 365 Guides apps on a Windows 10 PC and Microsoft HoloLens.

  4. Set up Guides Analytics reports.

  5. Add additional user accounts (optional).

This topic provides step-by-step instructions for all of the above.

Step 1: Buy a Dynamics 365 Guides subscription or sign up for a free trial subscription

There are multiple ways to get a Dynamics 365 Guides subscription:

  • If you have a Microsoft work account, you can go directly to the Microsoft 365 Admin Center and search for a Dynamics 365 Guides subscription there.

  • Go to the Getting started page. You can use this page to buy a subscription or to sign up for a free 30-day trial subscription. If you sign up for a trial, you can use credentials for an existing Dynamics 365 account or you can create new credentials.

    Important

    If you don't have administrator permissions associated with your work account, you won't be able to complete Step 2 of the Setup process. Please coordinate setup with your administrator. If it's not possible to coordinate setup with your administrator, you can choose to create user credentials to try out Dynamics 365 Guides by following the steps on the Getting started page. In this case, the new tenant will be created and the newly created user account will have administrator permissions. Note that you'll need to provide the domain name in the form: guidesYourCompanyName.

After you sign up for a Dynamics 365 Guides subscription, you need to assign the Dynamics 365 Guides license to user accounts. To do this:

  1. Go to the Microsoft 365 Admin Center.

  2. Make sure that the Dynamics 365 Guides license is assigned to a user. To do that, in the left pane, select Users, select Active users, and then select the check box for the user you want to add.

    Users > Active Users screen

  3. In the Guides Account screen, select the Edit button next to Product licenses.

    Edit PowerApps plan

  4. In the Product licenses screen, turn the Dynamics 365 Guides slider to On, and then select Save.

    Add user license

Step 2: Create a Common Data Service environment and install the Dynamics 365 Guides solution

After acquiring a Dynamics 365 Guides subscription and assigning licenses, you’ll need to create a database on a default environment where you can install the Dynamics 365 Guides solution. If you already have a Common Data Service environment (for example, an instance in your company's Dynamics 365 tenant), you can skip to Install and configure the Dynamics 365 Guides solution.

  1. Go to the Power Platform Admin Center and sign in with the admin user credentials (the one where the Dynamics 365 Guides licenses are assigned).

  2. In the Power Platform Admin Center, select Environments.

    Power Platform Environments

  3. Select the More information button (...) next to the default instance, and then select Manage environment.

    Manage Environment

  4. Change the name of the environment (for example, Guides_anyname), and then select Create my database.

    Create database

  5. In the next dialog box, choose your currency and language.

    Currency and language settings

  6. Select Create database.

The following screen appears while the database is being created and provisioned:

Provisioning database screen

Note

Database creation usually takes several minutes. If, after 5 minutes, the “Provisioning database” message still appears, try refreshing the page.

  1. After the database is created, a link to the Dynamics 365 Administration Center appears. Select this link, and then sign in again with the credentials you used in previous steps. You might need to close your browser before signing in.

    Admin Center link

The Dynamics Admin Center appears. This is where you can install the solution and make other configurations.

Install and configure the Dynamics 365 Guides solution

In the Dynamics 365 Guides PC application, you can upload your own 3D files, as well as videos and 2D images. Many of these files will be larger than 5 MB, so you need to change the maximum file size for files that are uploaded. To do this, you'll change the setting for the email attachment size to 128 MB (131072 KB).

  1. Go to the Dynamics 365 Administration Center and sign in with the user credentials that have admin permissions for Dynamics 365 Guides.

    Note

    To go to the Dynamics 365 Administration Center, go to the PowerApps Admin center, select the configured environment, and then select the link for Dynamics 365 Administration center as shown below:

    Open Dynamics 365 Admin center

  2. Select the newly created Dynamics 365 Guides instance from the list of instances, and then select Open as shown here:

    Admin Center with Open button selected

    This opens the Dynamics 365 screen.

  3. In the Dynamics 365 screen, select Settings, and then select Advanced Settings.

    Advanced Settings

  4. In the Dynamics 365 Business Management screen, select the Settings drop-down list.

    Business Management screen2

  5. Under System, select Administration.

    Administration button in Dynamics 365

  6. In the Dynamics 365 Settings > Administration page, select System Settings.

    System settings in Dynamics 365

  7. In the System Settings dialog box, select the Email tab, scroll down to the bottom of the dialog box, and then in the Set file size limits for attachments field, enter 131072. Select OK when you’re done.

    System settings dialog box

  8. Go back to the Power Platform Admin center, select the three dots next to the configured environment, and then select Manage Solutions.

    Power Platform Admin center

    Note

    You can also get to the Dynamics 365 Administration Center from the PowerApps portal.

  9. Select the Dynamics 365 Guides solution in the list, and then select Install.

    Solutions Install button

  10. In the Terms of Service dialog box, review the terms, and then select install when you're ready.

    In the Dynamics 365 Administration Center screen, you'll see the following message highlighted in yellow showing that the solution is about to be installed:

    Solution installing message

    The Status field to the left of the yellow message will say Installation pending while the solution is being installed. When the solution has finished installing, the Status field changes to Installed.

    Note

    The installation process can take up to one hour and is variable based on the time of day and region. If the status hasn't changed after an hour, try refreshing your screen. If the installation fails, you'll see this message:
    Failed installation

Set up user roles for the solution

Note

It can take up to one hour for a user to appear in the Dynamics 365 admin center after the licenses are added in the Microsoft 365 admin center.

  1. After the solution has finished installing, go to the Dynamics 365 Administration Center, select the newly created Dynamics 365 Guides instance from the list of instances, and then select Open.

  2. On the Dynamics 365 page, select Settings, and then select Advanced Settings.

    Dynamics 365 Advanced Settings

    Important

    You can access Dynamics 365 Guides data through the Guides Hub tile in the preceding screen, but we recommend that you not make any changes in the Guides Hub. Any changes you make can have unintended consequences for the Dynamics 365 Guides apps.

  3. In the Dynamics 365 > Business Management screen, select the Settings drop-down list.

    Business Management screen2

  4. On the Dynamics 365 Settings > Administration page, under System, select Security.

    Dynamics 365 Security setting

  5. On the Security page, select Users.

    Dynamics 365 Users setting

  6. Select the user, and then select Manage roles.

    Manage Roles command

  7. In the Manage User Roles dialog box, select the following roles:

    • Common Data Service User

    • Dynamics 365 Guides Author

    • System Administrator

      Manage Roles dialog box filled in

      Note

      Select the System Administrator role if this is the main user/admin. Otherwise, do not select that role.

Step 3: Download and install the apps

There are two Dynamics 365 Guides applications:

  • Desktop authoring application

  • HoloLens application, which has an Author mode and an Operator mode

You can install both apps from Microsoft Store as described in the next section.

Note

If you can’t access Microsoft Store due to company policies, please contact your administrator to distribute the app.

If you use Microsoft Store for Business to distribute your apps, you can have users install the apps from your organization’s private store or from an email link that you send. Instructions are provided later in this topic.

Install the apps from Microsoft Store

Install the PC authoring app

  1. Check to make sure your Windows 10 PC is running the latest Windows build (must be build 10.0.17134, April 2018 update, or later).

  2. On your PC, go to Start Start button > Microsoft Store Store button, and then search for “Dynamics 365 Guides.”

  3. In Microsoft Store, select Get for the Dynamics 365 Guides app to download, and install the application.

    Note

    For instructions on opening and signing in to the app, see the authoring guide.

Install the HoloLens app

  1. Make sure HoloLens is running build 10.0.17134 or later. We recommend updating HoloLens to newer versions when available. See Manage updates to HoloLens for instructions on using Windows Update for Business.

  2. On your HoloLens, use the bloom gesture to open the Home menu, and then open the Microsoft Store app and search for “Dynamics 365 Guides”.

  3. Select Install to download and install the Dynamics 365 Guides application.

Note

For instructions on opening and signing in to the app, if you're an author, see the HoloLens authoring topic. Operators can use the Dynamics 365 Guides Operator's manual.

Distribute the apps through the Microsoft Store for Business

  1. Go to Microsoft Store for Business.

  2. Acquire the app(s).

  3. Choose one of the following distribution methods:

For information on opening and signing in to the PC application after installing it, see the authoring guide.

For information on opening and signing in to the HoloLens application, go to one of the following, depending on whether you're an author or an operator:

Step 4: Set up Guides Analytics reports

Dynamics 365 Guides includes Power BI reports (called Guides Analytics) that you can use to analyze guides processes. Follow the instructions for how to Open Guides Analytics using the freely available Power BI Desktop application.

If you have a Power BI Pro license, you can share your Guides Analytics Power BI reports within your organization by publishing them to the Power BI Service. This allows anyone in your organization with a Power BI Pro license to access the report through the Power BI Service web interface accessible at https://powerbi.microsoft.com. To learn about Power BI cloud collaboration and sharing and to sign up for a free trial of Power BI Pro, visit Getting Started with Power BI Desktop and Ways to share your work in Power BI.

Step 5: Add additional user accounts (optional)

If you want to add additional users, you need to assign the Dynamics 365 Guides license to them in the Microsoft 365 Admin Center and configure roles in the Dynamics 365 admin portal.

Add a user account

  1. Go to the Microsoft 365 Admin Center.

  2. Select user accounts.

  3. Assign the Dynamics 365 Guides license to them.

  4. Expand the Product licenses section, and then turn the Dynamics 365 Guides slider to On. You can assign up to 25 users.

    Product Licenses dialog box

  5. Select Save when you’re done.

  6. Set up user roles for the solution as described earlier in this topic.

See also

Get started with Dynamics 365 Guides
Author a guide
Operator's manual
Analyze your guides to improve process efficiencies
FAQ