Correct:
* Geofencing
* Geo location
Incorrect:
* Auto-geocoding for addresses
* Booking maps
* Connection to Microsoft Bing Maps
Note:
* Geofencing
In Dynamics 365 Field Service, geofencing is a feature that creates a virtual perimeter around a specific location. When a field technician's mobile device enters or exits this virtual fence, it triggers events, such as automatically changing the work order status from "traveling" to "in progress" upon arrival, or to "on hold" if they leave the designated work area. This technology allows for the automated monitoring and management of field operations by enabling real-time tracking and reporting on technician activities.
How Geofencing Works
1. Create a Virtual Boundary:
Users define a geofence around a place of work, customer site, or other relevant location.
2. Track Mobile Devices:
The Dynamics 365 Field Service Mobile app tracks the location of the field technician.
3. Trigger Events:
When the technician's location crosses the defined geofence boundary (either entering or exiting), an event is created in the system.
4. Automatic Actions:
These events can trigger various automated actions, such as updating the work order status, sending push notifications, or even generating detailed check-in/check-out records.
* Geo location
Dynamics 365 Field Service, Enable location and map settings
Locations and maps are important for getting the most value out of Field Service. For example, knowing the location of work orders and resources allows the solution to effectively route the closest technician (resource) to the service request (work order).
Enable location tracking
Field technicians often travel to various locations throughout their workday, and it's helpful for schedulers to know where technicians are at any given time.
An administrator enables location tracking for the Dynamics 365 Field Service app and technicians enable location sharing from the mobile app. Schedulers can visualize technician's locations on the schedule board and see their location history.
Enable tracking
To send a technician's location information to Field Service, enable location tracking in the web application.
In the Field Service web app, change to the Settings area.
Go to Geolocation > Geolocation Settings.
Select the current setting or create a new one.
Set Enable Location Tracking to Yes.
Etc.
Incorrect:
* Auto-geocoding for addresses
Turn on auto geocoding to calculate estimated travel time
Dynamics 365 Field Service needs latitude and longitude values for service account records to estimate travel times when scheduling a work order to a resource.
With the Auto Geo Code Addresses setting, the system attempts to automatically add the coordinates based on the address provided for the service account.
* Booking maps
Booking maps in Dynamics 365 Field Service
Frontline workers can view their scheduled work orders on a map from the Field Service mobile app. Seeing their work on the map helps frontline workers plan their day and provides an easy way to trigger travel directions or contact the customer.
* Connection to Microsoft Bing Maps
Enable Bing Maps (Show Bing Maps on forms)
Enabling maps lets dispatchers and technicians see a map view on work orders, accounts, and other records. They can also use address recommendations for quick and accurate data entry, get directions, and view real-time traffic.
Bing Maps is enabled by default for new environments outside the EU. EU customers can opt in to use Bing Maps with the privacy notice and consent to share data with an external system.
1. Go to Advanced Settings > Settings > Administration > System Settings > General.
2. In the Enable Bing Maps section, choose an option.
Connect to maps
Connecting to maps is enabled by default for new environments. To validate or change the setting, review the following steps.
1. Open the Resource Scheduling app.
2. Change to the Settings area and go to Administration > Scheduling Parameters.
3. Set Connect to Maps to Yes.
4. Select Save & Close
Enable the connection to Bing Maps to get service enhancements, such as location information for work orders and resources. When you keep the Map API field blank, Field Service pulls location and travel time information from the Bing Maps API on your behalf.