Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Microsoft Dynamics 365...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Microsoft Dynamics 365 Field Service Map issues

(1) ShareShare
ReportReport
Posted on by Microsoft Dynamics ... 27

Hi Team,

I am Microsoft Dynamics CRM developer. Recently started working on Field Service module. Please find the existing functionality and expectation below.

Existing Functionality:

We have different booking statuses in our Microsoft Dynamics 365 Field Service system. Whenever Field Service Technician gets booking, he changes the status to “Travelling” and open the Map navigation in mobile Field Service app and start travel. Once he reaches the destination, he manually changes the status to “Travel Completed”.

Expectation:

Once Field Service Technician reaches destination, can Map identify the location and change the status to “Travel Completed” automatically?

  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 1,447 on at
    Microsoft Dynamics 365 Field Service Map issues
    I will second what Moko suggested, which is using Geofencing. This is a built-in part of Field Service and it can be used to trigger events when a resource is within a specified number of miles of your location. 
     
     
    Step 1: Make sure that you have enabled the GPS tracking of resources based on their mobile device, including off times when they are not tracked
    Step 2: Create your geofences based on how close to the final location you want your switch to occur
    Step 3: Create a Power Automate flow that will run when the resource is flipped to being "inside" the Geofence. The flow can be used to automatically set the booking record to "Travel Complete" for a status
     
     
    I have used this process before not only for setting the travel status, but also for resources who travel outside of the geofence after a job is done but have not yet marked the booking as completed. Whether you flip the status automatically, or send them a push notification reminding them to do it themselves, either way should work to meet your requirement.
  • AppJetty Profile Picture
    AppJetty 1,019 on at
    RE: Microsoft Dynamics 365 Field Service Map issues

    Hi, 

    I had the same problem once but then someone suggested to me a dynamics plugin that will solve the above problem. I used MappyField 365 For Dynamics CRM. With support for Power Apps, the Dynamics CRM mapping plugin MappyField 365 enables users to view CRM data on the map (CDS). A simple-to-integrate plugin that offers features like quickest path first, territory management, geo-analytical dashboard, live user monitoring, heat maps, and more to help sales and marketing managers successfully oversee the day-to-day operations of their teams.

    You can just give it a try! 

    I hope this helps!

  • Suggested answer
    moko33 Profile Picture
    moko33 1,788 on at
    RE: Microsoft Dynamics 365 Field Service Map issues

    Please search Field Service documentation for "Geofencing". It should be possible to implement your requirement by leveraging this functionality.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,017 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans