Get started with Dynamics 365 Guides

Just getting started with Microsoft Dynamics 365 Guides? Not sure where to begin? Use this page to get a quick overview of available resources.

Top resources

Documentation

This resource is where you are right now. We've organized the documentation by role, so that you can quickly find the content that you need, depending on whether you're an admin, author, or operator.

Video tutorials

These step-by-step video tutorials provide a quick overview of key concepts:

• Overview of Dynamics 365 Guides

• Author a guide in the PC app

• Use a QR code anchor to anchor your guide to the real world

• Author in the HoloLens app (shows HoloLens 1 version)

• Operate a guide (shows HoloLens 1 version)

Demo

Dynamics 365 Guides provides a five-minute demo that showcases the value of holographic work instructions for your company. This demo is useful for every Dynamics 365 Guides user, regardless of whether you're an author, operator, process engineer, or business decision maker. You don't have to sign in or be online to use the demo.

To start the demo, air tap the Dynamics 365 Guides tile, and then select Try a guide.

Understand concepts

Use these pages to get a quick overview of the product and the process of authoring a guide:

• Overview of Dynamics 365 Guides

• Authoring overview

• How to create a great mixed-reality guide

• Glossary of terms

Set up and administer Dynamics 365 Guides

Here are the most important pages for admins:

• Requirements for installation

• Setup overview

• Upgrade the solution

• Deployment playbook

Find out what's new

We're constantly updating Dynamics 365 Guides to include the top features that customers have requested. To find out what's new, check out our What's new page. This page is also available by selecting the Help (question mark) button in the upper-right corner of the PC app, so it's always at your fingertips.

To learn when features were introduced, or to learn about upcoming features, see the Release plan:

• 2021 Wave 2 (October 2021 through March 2022)

• 2021 Wave 1 (April 2021 through September 2021)

• 2020 Wave 2 (October 2020 through March 2021)

• 2020 Wave 1 (April 2020 through September 2020)

• 2019 Wave 2 (October 2019 through March 2020)

• 2019 Wave 1 (April 2019 through September 2019)

Integrations

You can integrate Dynamics 365 Guides with Dynamics 365 Field Service and Dynamics 365 Supply Chain Management.

• Dynamics 365 Field Service integration. Integrate Dynamics 365 Guides with Dynamics 365 Field Service to enable field service technicians to use Dynamics 365 Guides to complete their work orders. Learn more about integrating Dynamics 365 Field Service.

• Dynamics 365 Supply Chain Management. Integrate Dynamics 365 Guides with production processes or asset management to take advantage of mixed-reality guides in your day-to-day service and maintenance workflows. Learn more about integrating Dynamics 365 Supply Chain Management.

Need help or support?

If you encounter an issue, check out these pages:

• FAQ

• Known Issues

If you don't find what you're looking for, find a list of phone numbers that you can use to contact Support.