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Not able to live track Field Service technician on Schedule Board

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Posted on by Kritish_Gupta

Not able to live track Field Service technician on Schedule Board after setup all the required configuration in environment.

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Al Iggs on at

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Run an Advanced Find on the Geolocation Tracking table to see if you received location data from the mobile device. If not, check the OS' GPS settings and the app settings on the device.

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Nya 29,060 on at

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Hi, Kritish

Please check the following points about your settings:

The Field Service Mobile configuration tool (Woodford) has been imported into your app as a solution.

Here is an article about how to install it:

https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-mobile-app-user-guide#step-2-install-the-field-service-mobile-configuration-tool-woodford

Make sure the following solutions are installed as part of the Field Service Woodford solution.

Activate the following 2 workflows in the default solution.

Go to Advanced Settings > Settings > Customization > Customizations > Customize the System.

MobileCRM Woodford HTML5 has been installed already.

Here is an article about how to install it:

https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-mobile-app-user-guide#step-3-import-the-mobile-project-template

Make sure the Version of the it is the same as the version of Field Service Mobile which your technicians are using.

Enable GPS monitoring

Auditing > Include GPS position / Log synchronization event

Location Tracking > Enable background GPS monitoring

Go to Field Service App > Settings > Entity Configuration to make sure the Geotracked is enabled for Bookable Resource entity.

Most importantly, make sure that the Field Service Mobile App is installed on your technician's devices and that it is properly signed in, with Location sharing notification in the notification bar.

After completing the above check, retry the track operation, you can see the real-time location of technicians in Map View and also see the records in Settings > Mobile Auditing > Mobile Auditing Records.

Please let me know if there is any further problem. Any detail is appreciated to locate the problem.

Hope this helps.

Best Regards,

Nya

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Al Iggs on at

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That's an important remark. Check the Geolocation Tracking table if you use the new mobile app. Check the Mobile Audit table when using the old one.

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Jim Ward 5 on at

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Is the Woodford solution really required for live tracking? Seems like the new Mobile driven Field Service mobile would be the future and shouldn't need Woodford? Am I wrong? do we NEED Woodford for live tracking?

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VinayN on at

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Hey Jim,

You would be able to use the new FS Mobile to achieve this functionality. Are you still unable to track the location of the Resource on Schedule board using the documentation on docs.microsoft.com/.../mobile-powerapp-location-auditing

After following the above steps, if you are unable to still see the resource location on the Schedule board, i would suggest you to raise a support request.

Thanks,

Vinay Nalam,

PM, Microsoft.

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Inogic 682 on at

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Hi,
Hope you found a solution. If not, and if you continue to encounter challenges with live tracking of Field Service technicians on the Schedule Board, consider integrating a solution with Real-Time Tracking capabilities into your Dynamics 365 environment.
This feature can enable your managers to monitor field reps' locations on Maps directly within Dynamics 365. It will also enable knowing their whereabouts at all times and redirecting in case of emergencies, provide reroutes for impromptu travels, and provide access to travel histories, thereby enhancing overall field operations management.
Such applications will also come with facilities like automated schedule planning, search for nearby records, heat map analysis, and more! Several such applications like Maplytics are available for Dynamics 365, Power Apps, Power Pages, and Dataverse. Do check out!

Thanks,

Sam

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Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at

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Hello Kritish_Gupta,

It's frustrating when you've gone through the setup and the live tracking of your Field Service technicians isn't working on the Schedule Board. Let's systematically troubleshoot this. Here's a breakdown of the required configurations and potential issues to check:

1. Verify Location Tracking Setup:

Enable Location Auditing for Resource Entity:

Go to Settings > Customizations > Customize the System.

Expand Entities and select the Bookable Resource entity.

In the Data Services section, ensure the Auditing checkbox is checked.

Click Save and then Publish All Customizations.

Enable Location Tracking in Field Service Settings:

Go to Field Service > Settings > Field Service Admin > Field Service Settings.

Go to the Schedule Board tab.

Ensure "Enable Resource Location" is set to "Yes."

Verify the "Refresh Interval (Minutes)" is set to your desired frequency (e.g., 1-5 minutes for near real-time).

Check the "Location Data Expires After (Hours)" setting, which determines how long historical location data is kept.

Background Location Updates (Mobile App):

On the Field Service Mobile App, the technician needs to log in.

In the mobile app settings (usually under their profile or a settings gear icon), ensure "Background Location Updates" is enabled.

Verify that the app has the necessary location permissions granted on the technician's mobile device (e.g., "Allow all the time" or "Allow during app use" - "Allow all the time" is generally required for continuous background tracking when the app isn't actively in the foreground).

Check if battery optimization settings on the device are preventing the Field Service Mobile app from running in the background and collecting location data. Some aggressive battery saving modes can restrict background activity.

2. Check Technician's Mobile Device:

GPS Enabled: Ensure the technician's mobile device has GPS or Location Services turned on.

Network Connectivity: A stable data connection (cellular or Wi-Fi) is required for the mobile app to send location updates. Intermittent connectivity will result in gaps in tracking.

Field Service Mobile App Version: Ensure the technician is using the latest version of the Field Service Mobile app, as older versions might have issues with location tracking.

Device Battery: A low battery can sometimes cause the operating system to restrict background app activity, including location tracking.

3. Verify Resource Configuration:

Geo Tracking Enabled for the Resource:

Go to Field Service > Resources.

Open the Bookable Resource record for the technician you're trying to track.

On the Scheduling tab, ensure "Enable Geo Tracking" is set to "Yes."

Verify that the "Tracking Frequency (Minutes)" is consistent with your Field Service Settings.

4. Schedule Board Configuration:

Map View Enabled:

On the Schedule Board, ensure the Map view is enabled. This is usually a button or tab on the Schedule Board.

Check the layers visible on the map to ensure "Resource Locations" is selected.

Timeframe of the Schedule Board: Ensure the timeframe you are viewing on the Schedule Board aligns with when the technician has been active and potentially sending location data.

Filters: Check if any filters are applied to the Schedule Board that might be excluding the technician or their location data.

5. Data Synchronization:

Mobile App Sync: Ensure the technician has synced their Field Service Mobile app recently. Location data collected by the app needs to be synchronized back to Dynamics 365.

Server-Side Sync: There might be a slight delay between the mobile app sending the location and it appearing on the Schedule Board, depending on your refresh interval settings.

Common Issues and Solutions:

Mobile App Permissions: This is a frequent culprit. Double-check the app's location permissions on the device settings.

Background App Restrictions: Battery optimization or other OS-level settings might be preventing background location updates.

Network Issues: Intermittent or poor network connectivity on the technician's device will prevent reliable tracking.

Synchronization Problems: Ensure the mobile app is syncing regularly.

Incorrect Settings: Double-check all the settings mentioned in the "Verify Location Tracking Setup" section.

Troubleshooting Steps:

Start with one technician: Focus on troubleshooting live tracking for a single technician first.

Manually trigger a sync: Ask the technician to manually trigger a sync in the Field Service Mobile app.

Check the Geo Location Tracking table: In Dynamics 365, you can try to view the "Geo Location Tracking" (msdyn_geolocations) entity using Advanced Find. Filter by the specific Bookable Resource to see if any location records are being created. If no records are present, the issue is likely with the mobile app or its permissions/connectivity.

Review Audit Logs: Check the audit logs for the Bookable Resource entity for any errors related to location tracking.

By systematically checking these configurations and potential issues, you should be able to identify why live tracking isn't working for your Field Service technicians on the Schedule Board. Remember to test each potential solution thoroughly.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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