D365 Guides for External Clients

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Posted on by JamieKM

I was wondering if anyone had any experience in creating HoloLens D365 Guides for external clients (i.e. routine maintenance tasks)?

Would you just need to create a 'generic' user account with restricted access and Information Barriers and then send to a client to use the Guides app (and Remote Assist)?

Any advice would be very welcome!

Thanks,

Jamie.

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JamieKM 10 on at

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RE: D365 Guides for External Clients

Hi Brian,

Thanks for support. I've reached out to the Insight (our MS partner) - I simply asked for a Guides licence not knowing there was a device/user option.

Thanks again, have a great day!

Jamie.
JamieKM 10 on at

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RE: D365 Guides for External Clients

Thank you Shirley, I appreciate the support.

Have a wonderful day!

Regards,

Jamie.
shiho on at

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RE: D365 Guides for External Clients

Hi Jamie,

Yes, you can create a user account for the external client on your tenant with restricted access (using either security roles, teams, or business units etc.). That particular user account should have a guides license assigned - a user license if it's being used by 1 person, or if it's being shared by multiple people, a device license.

Shirley
BProcida on at

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RE: D365 Guides for External Clients

Hi Jamie,

While the use case you presented is supported, to be in compliance, technically it requires a device license vs a user license, which is a bit more expensive. If you want to explore that option you would need to reach out to your MS partner reseller or to MS directly. Good luck!

Brian