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Install and set up Dynamics 365 Guides process

As an admin, perform the following steps to install and set up Dynamics 365 Guides.

Prerequisites

Install and set up Guides

  1. Install the solution.

  2. Assign licenses and add users.

  3. Assign user roles.

  4. Set up a Guides device license for multiple operators (optional).

  5. Contact your Guides users to have them install the PC app and set up their HoloLens.