Dynamics 365 Guides capabilities

Enhance learning and standardize processes with step-by-step visual work instructions that show employees how to use their tools and parts in real work situations.

Quickly deploy skill-building initiatives that target specific gaps identified in Guides’ usage reports and create consistency across teams.

Create decision trees within your guides to adapt employees’ work based on any context for on-the-job training.

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.

Use branching logic to support multiple outcomes for a single step.

Use Guides to provide warnings and cautions to your users with needed details in view as they work.

Increase efficiency and flexibility with improved voice commands that allow more hands-free time.

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.

Create step-by-step visual work instructions for on-the-job training or day-to-day processes easily, with no programming or 3D skills necessary.

Use your PC and the 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 with HoloLens 2 to improve steps and instructions.

Incorporate guides with existing workflows using powerful services like Microsoft Power Apps and Power Automate to view and save data.

Extend the capabilities of Guides when work orders are assigned to technicians with Field Service. The dedicated Field Service tab in the HoloLens application launches any assigned guide.

Provide employees with mixed-reality instructions to guide them through service and maintenance from within Asset Management Add-in for Microsoft Dynamics 365 Supply Chain Management.

Gain data-driven insights through Guides to improve on-the-job training effectiveness and ongoing work.

Share your Guides analytics within your organization using Microsoft Power BI dashboards.

Pull employee performance data into real-time Microsoft Power BI dashboards, making it easier 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.