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Installation - Hololens 2 and Dynamics 365 Guides

Dynamics 365 Guides provides heads-up, hands-free, step-by-step instructions during the flow of work. Operators control the interface with their gaze to move to the next step. Instruction cards follow the operator as they move around equipment if wanted. additionally, holograms point to the tools and parts that operators need, and show them exactly how and where to use them. This helps reduce mental processing time, errors, and the need to rely on a buddy system.

For Dynamics 365 Guides, we require the following:

  1. PC App to determine anchoring methods, create guide structure, add step by step instructions and supporting 3D models.

  2. Hololens App to anchor the guide, place holograms in the correct location and to test the guide.

Installation of PC application

Sign up for the Dynamics 365 Guides trial under Microsoft and follow the wizard.

Sign in with your user credentials.

Make sure you have the correct licenses assigned. For Dynamics 365 Guides we need at least the D365 Guides Trial license.

Set up your environment.

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.

Here, I chose the 30-day trial subscription and provisioned my Power Platform environment. Afterwards, navigate to power platform admin center under resources/D365 apps and install the Dynamics 365 Guides solution


Select the environment.

Click on resources and D365 apps on the Actionpane.

Click on install apps on next sceen.

Find D365 Guides app now and confirm with next.

Agree to terms and install.

The installation kicked off - This takes a few minutes.

After 20 minutes-ish, the installation should be completed.

Now, navigate to Power Platform admin center and assign author role under settings/user + permissions.

Navigate to Users + Permission and then users.

If you want to add one or more users, select add user at the top of the page, enter the account details and then select Add.

Now, click on "Manage users in Dynamics 365" on Actionpane.

Select the user that you just added (Here: Hololens) and click on "manage security roles" on the Actionpane.

Select the roles to be added. (Here: Guides Author)

Basic user should be selected plus D365 Guides author role.

Now, we are ready to install the apps (PC and HoloLens).

There, are two Microsoft Dynamics 365 Guides apps:

  • PC authoring app

  • HoloLens app, which has an Author mode and an Operate mode

You can install both apps from Microsoft Store.

Let's start with the PC authoring app.

First, make sure that your local machine runs Windows 10 with build 10.0.17134 (April 2018 update) or later.

On your computer, go to Start > Microsoft Store , and then search for "Dynamics 365 Guides."

Download the PC app under Get Microsoft Dynamics 365 Guides - Microsoft Store.

Click get and install and then launch.

Sign in with the user above enabled for author role (Here: Hololens).

After sign in with account above, choose the environment to be used. Select the environment created earlier above.

Note: Please make sure you are running the most recent version of PC authoring app moving forward. You may get prompted if you are running an outdated version.

For example, my current app version is: