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Frequently Asked Questions

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Why was I sent to a sign-in page?

You were not signed in, or your session expired. Sign in again and you return to the Dashboard.

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Why is an item dimmed?

The item is Inactive. Inactive scenes cannot be opened until they are set active again. Inactive procedures and trainings can still be opened for editing by users with edit access, but they cannot be run.

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Why does content open in a new tab?

Trainings, scenes, and procedures open in their own editor applications. The Dashboard stays open in the original tab. If nothing opens, allow pop-ups for the Dashboard in your browser.

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What file types can I upload as assets?

JPG, JPEG, PNG, MP4, MP3, WAV, OGG, and GLB.

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What sort options are available?

The sort options are Recents, A-Z, Z-A, and Oldest.

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What is the difference between an author and an operator in procedures?

Authors can receive Read Only or Edit access and can open the procedure in Procedure Editor when they have edit access. Operators receive read-only access and can only run the procedure.

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Troubleshooting

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A section is missing from the sidebar

Your role in the selected organization does not include that section. Switch to another organization with the organization picker, or ask your administrator for the role you need. See Permissions and Organizations.

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The Create or Asset button is missing

Your role in the selected organization does not allow creating that type of content. When All Orgs is selected, the button appears only if you can create in at least one organization.

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The Asset button is disabled

An upload is still running. The button is disabled while an upload is in progress. Wait for it to finish, then try again.

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A search shows no results

  • Type at least three characters.
  • Check both System Assets and Custom Assets on the Assets page.
  • Check the organization selected in the header.

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An upload was rejected

  • Check that the file format is supported.
  • Shorten the file name to 50 characters or fewer, including the extension.
  • Try the upload again. If the file may be damaged, export it again from its source application.

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I get a message that I have no organizations

Your account is not a member of any organization. Contact your administrator.

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A procedure import failed

Open View Import Status from the Create Procedure menu. Failed imports are listed under Failed with the procedure name. Try the import again, or check the guide in Dynamics 365 Guides.

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Importing guides asks me to select an organization

Guides and package imports work for one organization at a time. Choose an organization in the header instead of All Orgs.