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Enable geo-fencing in customer service

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Posted on by 15

I am working on customer service module of CRM and one of my requirements is to enable the geo-fencing for the service agents who are working in the field to track their locations. I have looked everywhere for the solution but couldn't find anything.

Please help me to enable the CSA's geo location.

  • Chinmay306 Profile Picture
    Chinmay306 15 on at
    RE: Enable geo-fencing in customer service

    Thank you Eiken,

    I have been researching the same and I haven't found anything concrete about enabling geo-fencing in customer service.

    Anyways, thank you for your response.

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Enable geo-fencing in customer service

    Hi,
    I am afraid that there are not OOTB solutions to enable geo-fencing in customer service.

    The geofencing is the unique function of the Field Service. The following document shows the necessary processes about geofencing but the customer service dont't have these processes.

    pastedimage1673342356054v1.png
    pastedimage1673342577400v2.png

  • Chinmay306 Profile Picture
    Chinmay306 15 on at
    RE: Enable geo-fencing in customer service

    Can you share the screenshots?

    That would be a big help

    Thanking you in advance

  • Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,494 Super User 2024 Season 2 on at
    RE: Enable geo-fencing in customer service

    Hi chinmay, 

    It's the same method in Customer Service. 

    Hope that's helpful for you

  • Chinmay306 Profile Picture
    Chinmay306 15 on at
    RE: Enable geo-fencing in customer service

    Hello Graib,

    Thank you for your response, but this doesn't address my issue. Your answer is for field service and I'm looking to replicate the same feature in customer service.

  • Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,494 Super User 2024 Season 2 on at
    RE: Enable geo-fencing in customer service

    Hi chinmay,

    Please follow these links :

    learn.microsoft.com/.../field-service-maps-address-locations

    learn.microsoft.com/.../mobile-powerapp-geofence

    Hope that's helpful for you.

    Please mark the answer as verified if that's helpful for you

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