> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import from Dynamics 365 Guides

> Import existing Microsoft Dynamics 365 Guides and convert them into Altoura Frontline procedures, retaining steps, media, and 3D data.

## Overview

Altoura Frontline allows you to import existing **Microsoft Dynamics 365 Guides** and convert them into [Procedures](/frontline/procedures-portal/landing-page). This enables teams to migrate content seamlessly without rebuilding steps, media, or 3D assets from scratch.

<Note>
  Importing requires a one-time connection between Altoura and your Dynamics 365 environment, set up by an IT administrator. See [Dynamics 365 Guides Configuration](/frontline/administration/dynamics-guides-configuration).
</Note>

Imports run **asynchronously in the background**, so you can continue working in the Procedures Portal while migration is in progress.

<Note>
  Imports are scoped to the **currently selected organization**. Always confirm the correct organization is active before importing.
</Note>

***

## What Gets Imported

When a guide is imported, Altoura brings the following data over (as available in the source guide):

* Guide structure and name
* Steps and step instructions
* Images and videos
* 3D / GLB-related data and associated content

***

## How to Import a Guide

The end-to-end import flow consists of three stages: starting the import, selecting the guides, and submitting them for processing.

### Step 1: Start the Import

Navigate to the **Procedures** page in the Procedures Portal.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/get-started/portal-procedures-page.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=82a30044b702a8cd64cab40468ecaa7e" alt="Procedures page in the Altoura Frontline Procedures Portal, with the Create Procedure button visible in the top-right." noZoom width="3156" height="1776" data-path="frontline/images/procedures-portal/get-started/portal-procedures-page.png" />
</Frame>

Select **Create Procedure** in the top-right, then choose **Import from Guides** from the dropdown.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-create-procedure-dropdown.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=89bab118d6c0425795ac035b7ef4ec65" alt="Create Procedure dropdown menu showing the New Empty Procedure, Import from Guides, Import from Packages, and View Import Status options." noZoom width="2941" height="748" data-path="frontline/images/procedures-portal/manage-procedures/portal-create-procedure-dropdown.png" />
</Frame>

The **Select Guides to Import** window opens.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/EArVUaWKh2hZAQMu/frontline/images/procedures-portal/manage-procedures/portal-select-guides-popup.png?fit=max&auto=format&n=EArVUaWKh2hZAQMu&q=85&s=e17a3023dd7f632149eeb77a8cc7095d" alt="Select Guides to Import dialog with the GuidesProcedures group collapsed." noZoom width="3146" height="1472" data-path="frontline/images/procedures-portal/manage-procedures/portal-select-guides-popup.png" />
</Frame>

### Step 2: Select Guides

1. Expand the required instance / environment (for example, **GuidesProcedures**).
2. Select one or more guides using the checkboxes, or use **Select All** to pick everything in the list.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-select-guides-expanded.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=444434624fd8120ec4f61f08505a17cc" alt="Expanded GuidesProcedures group showing the full list of importable guides, each with a checkbox." noZoom width="3154" height="1781" data-path="frontline/images/procedures-portal/manage-procedures/portal-select-guides-expanded.png" />
</Frame>

As soon as at least one guide is selected:

* The **Import Selected** button becomes active
* The dialog footer shows the number of guides currently selected

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/EArVUaWKh2hZAQMu/frontline/images/procedures-portal/manage-procedures/portal-select-guides-selected.png?fit=max&auto=format&n=EArVUaWKh2hZAQMu&q=85&s=436f310f872b1c88175f920dfde4eef3" alt="Select Guides to Import dialog with one guide selected; the Import Selected button is now active." noZoom width="3149" height="1766" data-path="frontline/images/procedures-portal/manage-procedures/portal-select-guides-selected.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-import-selected-footer.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=39145b017c63328b6881f3dcb300ee48" alt="Close-up of the dialog footer showing '1 guide selected' alongside the Cancel and Import Selected buttons." noZoom width="1777" height="199" data-path="frontline/images/procedures-portal/manage-procedures/portal-import-selected-footer.png" />
</Frame>

### Step 3: Submit the Import

Select **Import Selected** to begin the import.

Once submitted:

* An **Importing…** indicator appears on the Procedures page
* Imports run in the background
* You can continue working while imports are in progress

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-import-processing.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=2c1bcbe8f01d537f8b2987bd3293a586" alt="Procedures page showing an in-progress import card with a Processing status, Creating substep, percentage progress, and a Converting progress bar." noZoom width="947" height="784" data-path="frontline/images/procedures-portal/manage-procedures/portal-import-processing.png" />
</Frame>

When an import finishes successfully, the card switches to a green **Completed** state with an *Import completed successfully* message and the final procedure name.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-import-completed.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=552f9be47bc5907f6907553709280a3f" alt="Completed import card with a green Completed status and an Import completed successfully message." noZoom width="927" height="797" data-path="frontline/images/procedures-portal/manage-procedures/portal-import-completed.png" />
</Frame>

***

## How Imported Procedures Appear

After completion, the imported guide is created as a standard procedure and added to the Procedures list. From that point it behaves exactly like any other procedure. It can be opened, edited, shared, or deleted.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/get-started/portal-imported-procedure-card.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=fc83a52fed0803b011d9e63863239ebc" alt="Imported procedure 'Altoura Training Board_14' shown as a standard procedure card in the Procedures list." noZoom width="931" height="791" data-path="frontline/images/procedures-portal/get-started/portal-imported-procedure-card.png" />
</Frame>

### Importing the Same Guide Multiple Times

If the same guide is imported more than once, Altoura automatically appends a numeric suffix to the procedure name so existing procedures are never overwritten:

* `Guide Name`
* `Guide Name_1`
* `Guide Name_2`

***

## Checking Import Status

To review the history of guide imports, including completed, older, and failed runs:

1. Select **Create Procedure**.
2. Choose **View Import Status**.

The **Import Status** window opens. Make sure the **Guides** tab is selected at the top of the dialog.

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-import-status-collapsed.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=44fd55f0784dc3ab6b83b6b8f4e7187e" alt="Import Status dialog on the Guides tab with collapsed Completed Today and Older Imports sections." noZoom width="3165" height="1663" data-path="frontline/images/procedures-portal/manage-procedures/portal-import-status-collapsed.png" />
</Frame>

Imports are organized into collapsible sections that appear only when they contain entries:

| Section             | Description                                                          |
| ------------------- | -------------------------------------------------------------------- |
| **Completed Today** | Imports that finished successfully during the current day            |
| **Older Imports**   | Successfully completed imports from previous days                    |
| **Failed**          | Imports that did not complete successfully (only shown if any exist) |

Expand a section to view individual entries. Each entry displays:

* The source **guide name**
* The resulting **procedure name** (for example, `Altoura Training Board_14`) or a status message if the source guide no longer exists
* The **date and time** the import completed
* A status icon indicating success or failure

<Frame>
  <img src="https://mintcdn.com/altoura-785c3552/HhZQY2b4kA6oBKtL/frontline/images/procedures-portal/manage-procedures/portal-import-status-expanded.png?fit=max&auto=format&n=HhZQY2b4kA6oBKtL&q=85&s=4c381bd38d94e25162fe9f5533517b29" alt="Import Status dialog with the Completed Today and Older Imports sections expanded, showing individual import entries with timestamps and resulting procedure names." noZoom width="3155" height="1666" data-path="frontline/images/procedures-portal/manage-procedures/portal-import-status-expanded.png" />
</Frame>

<Tip>
  Use the **Guides** tab to track Dynamics 365 Guide imports specifically. Other import types (such as Packages) are tracked under their own tabs and are documented separately.
</Tip>

***

## If an Import Fails

If a guide import fails, it appears under a **Failed** section in the Import Status window. No procedure is created or partially updated. The operation is fully rolled back.

To retry:

1. Open **Create Procedure → Import from Guides**.
2. Select the failed guide.
3. Submit the import again.

<Note>
  Each retry is treated as a brand-new import. If the second attempt succeeds, a new procedure is created. It does not resume the failed attempt.
</Note>

***

## Key Points to Remember

* Imports run asynchronously in the background
* Imported procedures are scoped to the **selected organization**
* Re-importing never overwrites existing procedures; a numeric suffix is added instead
* Failed imports must be retried manually using the same flow
* Imported procedures appear in the standard Procedures list and behave like any other procedure
