Dynamics 365 Guides

Hello,

I want to ensure our vendor banking information is set up properly. Is there a list that is regularly updated by Microsoft of the following:

• When is routing number needed
• What Routing Number Type is needed if it is not listed (ex. India)
• What if a vendor does not have a SWIFT code, the field is mandatory - what to use
• Is CC Routing Number Type used within Canada for both EFTs (Canadian ACHs) and Wires?
• When is Correspondent Bank needed and why isn't it mandatory when it is required?

Thanks,

Carolyn

Can a tool be created that would support the movement of Guides from one Environment/Tenant to another Environment/Tenant. This could allow for the creation of a Guide with one customer and then replicate or migrate the data for another client.

Please improve the user experience:

Question steps have up to 3 choices.

The fields for writing in responses should be longer. There is space on the Steps screen for the response to be twice the length it is currently.

Most responses are short, however in compliance/safety instructions the descriptions sometimes need to be longer than the 20 characters allowed.

Please consider. It should be a very easy fix?

Regards - Mark

Hello,

We wanted to know if we can have a feature added in Guides Operate mode where the user can write notes on what all they performed during the specific steps so that it can be later reviewed.

When I sign into Guides, I see two instances, example(default) instance, and a Production instance.

I am trying to hide the example(default) instance of Guides during sign-in. I no longer use the (default) instance.

I tried going to powerapps.microsoft.com and under "Your Apps" in (default), I have "Turned off" both Remote Assist and Guides apps.

Interestingly enough,

This has successfully hidden the (default) instance inside of the Remote Assist during Remote Assist sign-in screen!,

but it has unsuccessfully hidden the (default) instance inside of Guides during the sign-in screen.

What to do now?? Where to go from here?

Unfortunately the "Delete" button is greyed out and I can't delete the app under powerapps.microsoft.com Your Apps.

How do I go about removing Guides from the (default) instance so that it does not appear during sign-in?

I am already aware that there is no way I can restrict the default environment visibility using an Azure AD Group (all other environments have this feature, except for default environment)

I am already using the restrict visibility on non-default environments. I wish I could restrict visibility of (default) too....

My (default) environment is still prevalent during sign-in and unfortunately still pops up during Guides sign-in, no matter what I try.

I am only using the production environment and want to get rid of the (default) environment during sign-in. The (default) Guides is "turned off" but it still shows up during sign-in....

How do I remove (default) environment from Guides sign-in screen?

Provide a link within Settings that allows a user to perform updates to the D365 Guides PC application without having to comeback to microsoft store. This could be a URL Link or use the Windows update feature to include Guides updates with Windows patching.

Scenario: I am using Guides to instruct on assembling a physical collection of parts.

I have given a supplementary list of numbered parts: "Overview of parts." which has pictures of all of the parts in the scene.

I would like to bring this "Overview of parts" list with me as an interactable hologram throughout the Guide, so that I can manually position the list near my workspace, and refer to it throughout the Guide steps.

• This idea is similar to, "Anchor a Hologram across multiple steps, except that I want to place a 3D part in 1 Step, and then set it as interactable + persist throughout the remaining steps at its user-specified location.

What is the best way to open persistent content throughout a Guide, without opening it in a separate Slate window application?

I want to display the Parts Overview page across all of the guide steps, but only utilize the interface built-in to Guides, and wondering if a persistent hologram could be a potential solution.

-Add Task option to display set up before Anchor | QR Code scan.

With Guides that are ADHOC and can be set up anywhere with an available table surface.

It would be helpful to create a task to show Set up and QR code position before scanning.

Thanks,

Desiree Ong

Could we add a few more features?

Desktop Dynamic 365 Guide Software Task Tab Improvement

• Ability to color code tabs
• Ability to see a thumbnail image of the media panel when viewing overall task flow.
• Ability to duplicate task and steps.

HoloLens Guide Author usability.

• Ability to lock assets during author mode so that assets can be set close together without accidentally moving the previous set asset.
• Ability to see an angle marker or a ghost image of previous position to get better accuracy in placing objects.
• Ability to gain a keyboard to make notes or adjust task within HoloLens.
• Ability to delete hologram asset within HoloLens Guide.
• Ability to speed hover over button click speed time.

Thank You,

Desiree Ong

My tenant has two environments (Development and Production).

The production environment contains 1:1 copies of Guides from the Development environment.

When I use the Dynamics 365 Guides (for Windows) app to "Copy link to this guide" (E.G. ms-guides://productionEnvironmentURL/g/xxxxxxxxxx) I try to scan the URL with the headset, but the headset enters the guide within the Development environment, despite the fact that the Production URL is embedded inside of the ms-guides:// link.

The Guides headset user has full permissions to switch over to the Production environment, but the HoloLens 2 Guides app does not heed the productionEnvironmentURL inside of the link to the Guide and simply enters the 1:1 copy of the guide inside of the Development environment.

I wonder why the environment URL is encoded inside of the link, if it does not tell the Guides app to switch environments?

Thank you for taking a look!!