June 3, 2019

Version 103.1905.31001 of the PC and HoloLens apps include the following new features.

F EAT URE SO L UT IO N UP DAT E REQ UIRED?

Switch anchoring method at any time Yes

See also
Upgrade your Dynamics 365 Guides solution
Check compatibility between Dynamics 365 Guides solution and PC/HoloLens apps
 Dynamics 365 Guides videos
3/25/2020 • 2 minutes to read • Edit Online

Watch these videos to quickly learn the basics of Microsoft Dynamics 365 Guides.
Overview of Dynamics 365 Guides
Author a guide in the PC app
Author a guide on HoloLens (using HoloLens 1)
Set up a QR code anchor for your guide
Set up a circular code anchor for your guide
Set up a holographic anchor for your guide
Operate a guide
Analyze your organization's guides
 Device and licensing requirements for Dynamics 365
Guides
12/4/2020 • 2 minutes to read • Edit Online

NOTE
Effective November 2020:
Common Data Service has been renamed to Microsoft Dataverse. Learn more
Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column.
Learn more
This article will be updated soon to reflect the latest terminology.

The following table lists technical requirements for deploying and using Dynamics 365 Guides throughout your
organization.

Device requirements
O P ERAT IN G SY ST EM
DEVIC E P L AT F O RM REQ UIREM EN T S DETA IL S

Microsoft HoloLens x86, ARM Build 10.0.17134 or later. For information about how
HoloLens build to use Windows Update for
10.0.17134 is the Business, Mobile Device
earliest build that Management, and Windows
supports Dynamics 365 Server Update Services
Guides. We recommend (WSUS), see Manage
that you update updates to HoloLens.
HoloLens to newer
versions when they
become available.

A computer (PC) that is x64 A PC that runs Windows 10 A PC that runs Windows 10
running Windows 10 with build 10.0.17134 (April is used to create and edit
(required to create guides) 2018 Update 1803) or later guides that will then be
available on HoloLens.

Licensing and product requirements

P RO DUC T REQ UIRED DETA IL S L EA RN M O RE
 P RO DUC T REQ UIRED DETA IL S L EA RN M O RE

Dynamics 365 Guides Dynamics 365 Guides software that is Buy and deploy Dynamics 365 Guides
running on a PC and HoloLens that has You can also sign up for a free trial
a valid Dynamics 365 Guides Dynamics 365 subscription.
subscription are required.
Note: Microsoft Dataverse and the
Power Apps service are included
with the Dynamics 365 Guides
subscription for individuals who use
a Dynamics 365 Guides license.

Power BI Desktop app Dynamics 365 Guides requires the Learn more about Power BI
Power BI Desktop app to view the
Analytics dashboard.
Note: Power BI Desktop is available
as a free download.

Azure Active Directory (Azure AD) Required for: Get started with Azure AD
account Purchasing Dynamics 365
Guides subscription and
assigning licenses. You'll need an
Azure AD account for each
licensed user.
Users when signing in to the
app.

Network connectivity Internet access is required to download

the app and use all its features for both
PC and HoloLens.

What's next
Setup overview
 Overview of setting up Dynamics 365 Guides
1/31/2020 • 2 minutes to read • Edit Online

Ready to buy a subscription for Microsoft Dynamics 365 Guides or sign up for a free trial, and then get
everything set up? You're in the right place!
To set up Dynamics 365 Guides, you must complete these general steps.
1. Buy a subscription or sign up for a free 30-day trial subscription.
2. Install the solution.
3. Install the apps (PC and HoloLens).
4. Set up Power BI reports.
This set of topics provides step-by-step instructions for each general step.

What's next?
Ready to get started? See step 1, Buy a subscription or sign up for a free trial subscription.
 Dynamics 365 Guides setup, step 1: Buy a
subscription or sign up for a free trial
12/4/2020 • 2 minutes to read • Edit Online

NOTE
Before you complete this step of the setup process, be sure to see Overview of setting up Dynamics 365 Guides.

Two ways to get a Dynamics 365 Guides subscription

There are two ways to get a Microsoft 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.

NOTE
If you can't access the Microsoft 365 admin center link, contact your Dynamics 365 administrator.

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

IMPORTANT
If admin permissions aren't associated with your work account, you won't be able to complete step 2 of the setup
process, Install the solution. In this case, you must coordinate the setup with your admin. Alternatively, you can sign
up for a free 30-day trial by following the steps on the Get started page. When you sign up for a trial, you will create
a new environment, and the user account that you create will have admin permissions.

Assign the Dynamics 365 Guides license to user accounts

NOTE
Effective November 2020:
Common Data Service has been renamed to Microsoft Dataverse. Learn more
Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column.
Learn more
This article will be updated soon to reflect the latest terminology.

After you sign up for a Dynamics 365 Guides subscription, you must assign the Dynamics 365 Guides license to
user accounts.
1. Open the Microsoft 365 admin center, and make sure that the The new admin center option in the upper
right corner of the page is turned on.
2. Make sure that the Dynamics 365 Guides license is assigned to a user. In the left pane, select Users , select
Active users , and then select the check box for the user that you want to add.

3. Select Manage product licenses .

4. In the dialog box, under Licenses , select the Dynamics 365 Guides check box.

5. In the Apps list, make sure that the following apps are selected: Microsoft Dataverse, Dynamics 365 Guides,
Power Apps for Guides.

What's next?
After you've completed this step of the setup process, move on to step 2, Install the solution.
If you have trouble with the procedure in this step, you can get help in the following ways:
Ask a question on our community site, at https://community.dynamics.com/365/guides.
Contact customer service at https://dynamics.microsoft.com/support/.
 Dynamics 365 Guides setup, step 2: Install the
solution
12/4/2020 • 6 minutes to read • Edit Online

NOTE
Effective November 2020:
Common Data Service has been renamed to Microsoft Dataverse. Learn more
Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column.
Learn more
This article will be updated soon to reflect the latest terminology.

NOTE
Before you complete this step of the setup process, be sure to see step 1, Buy a subscription or sign up for a free trial.

After getting a Microsoft Dynamics 365 Guides subscription and assigning licenses, you must create an
environment where you can install the Dynamics 365 Guides solution.

Production environment or default environment?

The type of environment that you create depends on whether you purchased a Dynamics 365 Guides license.

NOTE
If you already have an environment that you want to use (for example, an instance in your company's Dynamics 365
tenant), you can skip ahead to the Change the maximum upload file size procedure later in this topic.

If you bought a license for Dynamics 365 Guides, set up a production environment . A
production environment provides you with backup and restore capabilities.
If you haven't purchased a license yet (you have a trial subscription), set up a default
environment .

IMPORTANT
The Dynamics 365 Guides solution can also be installed on a trial environment. We don't recommend that you
use a trial environment, because that environment, together with all your content, is automatically
disabled after the 30-day trial period expires. You have a seven-day grace period to upgrade to a production
environment or migrate your content to another environment.

Set up a production environment (for purchased licenses only)

 IMPORTANT
To install or update the solution, you must have the System Administrator role, and you must have a Power Apps license (or
a license like a Dynamics 365 Guides license that includes a Power Apps license).

When you have a Power Apps license, the Access Mode security property is set to Read-Write . This setting is required to
update the solution.

1. In the Power Platform admin center, select Environments if it isn't already selected, and then select New .

The New environment dialog box appears on the right side of the page.
2. In the New environment dialog box, follow these steps:
a. Enter a name for the environment.
b. In the Type field, select Production .
 c. In the Region field, keep the default setting.
d. Set the Create a database for this environment? option to Yes .
e. Select Next .
3. In the Add database pane that appears on the right side of the screen, select your language and currency,
keep the default settings for the other fields, and then select Save .
 NOTE
For information about security groups, see Restrict access to an instance.

A message is shown that explains that the production environment is being prepared.

4. After the new environment is active (that is, when Ready appears in the State field for the environment),
go to Change the maximum upload file size.
 NOTE
If you set up a production environment instead of a default environment, in the remaining procedures in this topic, use the
production environment instead of the default environment shown in the illustrations.

Set up a default environment (for trial subscriptions only)

IMPORTANT
To install or update the solution, you must have the System Administrator role, and you must have a Power Apps license (or
a license like a Dynamics 365 Guides license that includes a Power Apps license).

When you have a Power Apps license, the Access Mode security property is set to Read-Write . This setting is required to
update the solution.

1. Open the Power Platform admin center, and sign in by using the admin user credentials.
2. In the left pane, select Environments .
3. Select the default environment (for example, Contoso).

IMPORTANT
The Dynamics 365 Guides solution can also be installed on a trial environment. We don't recommend that you
use a trial environment, because that environment, together with all your content, is automatically
disabled after the 30-day trial period expires. You have a seven-day grace period to upgrade to a production
environment or migrate your content to another environment.

4. Select Add database .

5. In the Add database pane that appears on the right side of the screen, select your language and currency,
keep the default settings for the other fields, and then select Add .

NOTE
If you see a warning that says, "You do not have the required Dynamics 365 licenses to create databases with
Dynamics apps," ignore it.