XMReality in Microsoft Dynamics

It is a seamless integration that embeds XMReality’s video support software directly into the Microsoft Dynamics 365 interface. It allows users to start video calls from within Dynamics and automatically syncs all session data back to that record.

Yes. With Remote Assist being retired, XMReality offers a more flexible, browser-based alternative that doesn't require HoloLens or specific app installs for the end-user, while maintaining the deep integration into the Dynamics ecosystem you rely on.

Unlike Remote Assist, we are hardware-agnostic. While we support HoloLens, we also offer native support for leading industrial smart glasses like RealWear and Vuzix, as well as any standard smartphone or tablet.

No. One of the core benefits of XMReality is that your end customers or field technicians join the video call via a standard web browser on their mobile device. No registration or app installation is required.

No. Only the users who need to initiate or make XMReality video calls require a license. The call history, images, and documentation are visible to all Dynamics users with the appropriate permissions, regardless of whether they have an XMReality license.

Yes, XMReality is designed for maximum flexibility within the Microsoft ecosystem. While it works seamlessly with standard modules like Customer Service Hub, Field Service, and Sales Hub, it is also fully compatible with custom Model-Driven apps.

Since the integration is built on the Power Platform, you can easily add the XMReality component to your own custom-built apps, specialized forms, or unique business entities. This ensures your team can access remote support tools regardless of how tailored your Dynamics 365 environment is.

Yes, there are two ways to explore and evaluate XMReality before buying, depending on what you want to achieve:

• To explore XMReality features: If you are primarily interested in testing our remote guidance features, you can sign up for a 14-day free trial on our website. 
• To trial XMReality inside Dynamics: Since every Dynamics environment is unique, we recommend that you reach out to our sales team. We will help you set up a trial for you.

All text-based documentation, including notes, transcripts, and summaries, is always synced automatically to Dynamics.

To view images and recordings directly within Dynamics, cloud storage is required. We currently support both XM Cloud Storage and Microsoft OneDrive.

All documentation is synced automatically. Text-based data, including notes, transcripts, and summaries, is attached directly to the specific record used to launch the call.

Please note that while high-resolution snapshots and video recordings are also synced, they require cloud storage (XM Cloud Storage or Microsoft OneDrive) to be viewed directly within the Dynamics interface.

All data is encrypted both in transit and at rest. Our cloud infrastructure and processes are fully compliant with GDPR regulations and certified under the ISO 27001 information security standard.

Your data is stored securely and centrally on XMReality’s managed cloud infrastructure. If needed, you can even set up XMReality to only stored data locally on your device, or on your own Microsoft OneDrive account.

Because it turns a simple video call into a permanent part of your business intelligence.

• See the Problem:  Stop relying on verbal descriptions. With XMReality, your experts see exactly what the customer sees, using hand overlays and drawing tools to guide repairs in real-time.
• Zero-Friction: Your customers join instantly via their mobile browser—no app downloads or registrations required.
• Auto-Sync Documentation: Stop manual data entry. Every photo, recording, and note is automatically attached to the correct Case or Work Order in Dynamics.
• Audit-Ready: Even team members without an XMReality license can view the call history and documentation directly in the CRM, ensuring a complete and transparent service trail.

This integration is designed for forward-thinking organizations that already use Microsoft Dynamics 365 (Field Service, Customer Service, or Sales) and want to modernize their support capabilities. It is particularly essential for:

• Remote assist users: Any company currently using or considering Microsoft Remote Assist that needs a reliable, feature-rich, and easy-to-deploy successor.
• Field service teams: Organizations looking to reduce "no-fault-found" truck rolls by diagnosing issues accurately before a technician is dispatched.
• Technical support centers: Teams handling complex hardware or machinery queries where verbal descriptions aren't enough, and "seeing what the customer sees" is critical.
• Manufacturing and OEM: Companies providing global remote expertise to local technicians or end-customers without requiring them to install complex software.