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Enable automatic address geocoding

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Geocoding is the process of transforming text-based address descriptions into geographical coordinates. Dynamics 365 Field Service uses coordinates to estimate travel times when scheduling a work order to a resource.

TheAuto Geo Code Addresses setting enables the system to automatically get coordinates (latitude and longitude) based on the address of a service account or a resource.

Prerequisites

To use geocoding or location services,connect to maps.

Enable automatic geocoding

  1. In Field Service, change to theSettings area and then chooseField Service Settings.

  2. In theOther tab, setAuto Geo Code Addresses toYes.

    Screenshot of Field Service Settings with Auto Geo Code Addresses setting enabled.

  3. SelectSave.

The geocoding process in Field Service uses only one street field (Street1). The process ignores additional information like apartment number inStreet2 andStreet3. Don't add the extended information toStreet1. The string length could be too long to process.

Tip

When the system finds no geocode match, it returns the value (0,0). Any custom logic that uses geocoding should ignore these results to avoid incorrect locations and travel routes.

Get coordinates for an address on a record

  1. Open aservice account or afunctional location.

  2. Make sure the service address is accurate.

  3. On the command bar, selectGeo Code.

    Screenshot of the Geo Code option on an Account form.

  4. On the map dialog box, make sure you have the correct address, then selectChange.


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