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With the release of Dynamics 365, Field Services now allows you to make any entity into a Bookable entity. This powerful new feature lets you find the right resource for everything from Work Orders to Lead follow ups. This was done with the advent of the Resource Requirement record, a child record to the entity which has been set up to be scheduled. On this record, it’s possible to fill out any information that gets passed to the Schedule Board. Including required skills, booking duration, territory, and of course – the GeoCode. So what do you do if you don’t have a GeoCode, just an address? Can you still utilize the Field Service mapping application to find nearby Bookable Resources? Absolutely!
Field Services (and Project Services) come equipped with an Action called “Resource Scheduling – GeoCode Address”. This Action can be invoked from any Workflow or Plugin. Here’s how to set this up.
1.)Create Address Fields – to return a valid GeoCode, you need to provide a valid address consisting of an Address, City, State, Zip Code, and Country. Set all of these fields to be Single Line of Text fields.
4.)I’m setting this Workflow up to fire on Create and whenever any of the input fields are changed, but we could also set it up to run on demand
And that’s how to set up Resource Scheduling – GeoCode Address! Interesting, right? To learn more, check out these related blogs:
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