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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 coordinate to estimate travel times when scheduling a work order to a resource.

The Auto 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, you need to enable on maps. For more information, see Connect to maps.

Enable automatic geocoding

  1. Open the Field Service app.

  2. Change to the Settings area and go to Administration, and then choose Field Service Settings.

  3. In Other tab, set Auto Geo Code Addresses to Yes.

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

  4. Select Save.

The geocoding process in Field Service uses only one street field (Street1). Additional information like apartment number in Street2 and Street3 is ignored. Don't add the extended information to Street1. 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 a work order or a service account.

  2. Ensure the address is accurate.

  3. On the command bar, select Geo Code.

    Screenshot of the Geo Code option on an Account form.

  4. On the map dialog box, make sure you have the correct address, and then select Change.