Turn on auto geocoding to calculate estimated travel time (Field Service)

With Dynamics 365 for Field Service, it's important to geocode each service account record with latitude and longitude values so that when you generate work orders for that service location, the work order inherits the coordinates and the system can calculate estimated travel time when attempting to schedule the work order to a resource.

When you turn on the auto geocode system setting, the system will attempt to automatically add the appropriate latitude and longitude values based on the account's address.

Important

To use the schedule board booking functionality, geocoding, and location services, you need to turn on maps.

  1. From the main menu, click Resource Scheduling > Administration.
  2. Click Scheduling parameters.
  3. Open record and scroll down to the Resource Scheduling Optimization section.
  4. On the Connect to Maps field, choose Yes.
  5. Accept terms and save the record.

Turn on automatic geocoding

  1. From the main menu, click Field Service > Administration, and then choose Field Service Settings.

  2. Under the Other section, go to Auto Geo Code Addresses, and then select Yes.

  3. Click the Save button in the lower right corner.

Geocode the address on a work order

  1. Open a work order.

  2. Ensure the work order has an accurate address.

  3. On the top command bar, click Geo Code.

  4. On the map dialog box, make sure you have the correct address, and then click Change. More information: Create a work order

Geocode the address on an account record

  1. Open an account record

  2. Ensure the account has an accurate address.

  3. To geocode the account address, on the top command bar, click the More Commands button, and then select Geo Code.

  4. On the map dialog box, make sure you have the correct address, and then click Change. More information: Work with accounts and contacts

See also

Overview of Dynamics 365 Field Service
Install
Configure default settings
View user accounts and security roles
User's Guide
Extend Universal Resource Scheduling actions to use your preferred geospatial data provider