Dynamics 365 Guides capabilities

Guide employees through procedures, whether it’s their first time or a recurring task, by using holographic step-by-step instructions where the work is done.

Create decision trees within your guides to adapt to employees’ work based on any context.

Provide warnings and cautions to your users with needed details in view as they work. Surface warnings and in-context alerts to employees while in the flow of work.

Use spatial triggers to automatically move to the next step in the process.

Save time and reduce errors by using Azure Object Anchors to automatically align and anchor 3D content to objects in the physical world.

Author guides for training or day-to-day processes and quickly share instructions across your organization, with no programming or 3D skills necessary.

Use your PC and the Microsoft HoloLens app to easily place 2D and 3D content in the real-world environment, showing users how and where to complete tasks.

Test the flow of your guides in the physical space using HoloLens 2 to improve steps and instructions.

Quickly make edits on your PC and HoloLens app that automatically update across your organization. Scale training, instructions, and process improvements to keep up with real-time changes.

Seamlessly collaborate, share knowledge, and solve problems with a remote expert through the built-in Teams calling experience.

Avoid travel, reducing costs and your carbon footprint while minimizing the risk of delays, by conducting audits and inspections remotely.

Provide clear and precise instructions by making hand-drawn annotations in a shared view, supplying specific and real-time guidance.

View critical information across multiple holographic screens hands-free and in context. Enter a guide step to review issue reports, documentation, how-to videos, and more.

Get visibility and insights into performance data to maximize operational efficiency over time across your organization.

Pull employee performance data into real-time Power BI dashboards to improve processes and identify where instruction is needed.

Use photos, videos, and 3D models to personalize training and turn institutional knowledge into a repeatable, interactive learning tool.

Give employees mixed-reality instructions to guide them through service and maintenance with the Asset Management Add-in for Supply Chain Management.

Extend the capabilities of Guides by using Field Service to assign work orders to technicians. Use the dedicated Field Service tab in the HoloLens application to launch any assigned guide.