Introducing Dynamics 365 Remote Assist for HoloLens 2 and mobile devices

Introduction

This tutorial will guide you through the features and functionalities of Dynamics 365 Remote Assist available on HoloLens 2 and mobile devices. Designed to enhance collaboration and productivity, this tool allows employees to work together from anywhere, making it highly relevant in today’s remote working environment.

Step 1: Setting Up Dynamics 365 Remote Assist

To get started with Dynamics 365 Remote Assist, follow these steps:

1. Download the App

   • For HoloLens 2, navigate to the Microsoft Store.
   • For mobile devices, download the app from the Google Play Store or Apple App Store.

2. Create or Sign in to Your Account

   • Launch the app.
   • Sign in using your Microsoft account or create a new one if you don’t have an account.

3. Configure Your Device Settings

   • Allow necessary permissions for camera, microphone, and network access.
   • Ensure your device is connected to a reliable internet source for optimal performance.

Step 2: Navigating the Interface

Familiarize yourself with the app's interface to maximize its features:

1. Main Dashboard Overview

   • Access recent sessions and saved calls.
   • Navigate to settings for customizing your experience.

2. Understanding Key Features

   • Video Calling: Initiate real-time video calls with colleagues.
   • Annotation Tools: Use drawing tools to highlight areas of interest during calls.
   • Content Sharing: Share images or documents directly within the session.

Step 3: Initiating a Remote Session

Learn how to start a collaboration session:

1. Start a Call

   • Tap on the “Call” button to initiate a video call with a colleague.
   • Select the contact you wish to connect with from your list.

2. Utilize Mixed Reality Features

   • Use the spatial mapping feature to place holograms in your environment.
   • Collaborate on tasks by highlighting objects or areas in real-time.

3. End the Session

   • Conclude the call by tapping the "End Call" button.
   • Review session notes and saved annotations for future reference.

Step 4: Best Practices for Effective Collaboration

Maximize the effectiveness of your remote sessions with these tips:

• Ensure Good Lighting: Proper lighting improves video quality and visibility of shared content.
• Stable Internet Connection: A strong connection is essential for uninterrupted communication.
• Use Headsets: For clear audio, consider using headsets with microphones.

Step 5: Common Pitfalls to Avoid

Be aware of these common challenges and how to overcome them:

• Device Compatibility: Ensure your device meets the app's system requirements.
• Permissions Issues: Check that all necessary permissions are granted; otherwise, functionality may be limited.
• Technical Difficulties: If you encounter issues, restart the app or device and try reconnecting.

Conclusion

Dynamics 365 Remote Assist provides powerful tools for enhancing remote collaboration. By following these steps, you can effectively set up, navigate, and utilize the app to empower teamwork from anywhere. For further learning, explore additional resources on the official Dynamics 365 website to deepen your understanding and enhance your skills in remote collaboration.