Dynamics 365 Field Service – Page 2

Customize the Schedule Board to show bookable resource attribute – Dynamics 365 Field Service

Below we can see the resource cell template (or view) applied that defines the images, values, and fields displayed for the resource in the Schedule Board.

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Now suppose we want to show the Account (custom field) value also, that would make it easy for the Dispatcher to schedule them from within the Schedule board.

For this, we need to select Board Settings for the Schedule Board.

Navigate to the Other section within the Board Settings.

We’d first start by adding/defining a new Resource Cell Template and a new Retrieve resource query template.

We have added below Div tag below to show the account name.

Save this new template

Next, add the below attribute tag for the account field in the Fetch XML for it to retrieve the value of the account, here name property holds the schema name of the field.

Select Save as new to add the new template.

On refreshing the Schedule Board we can see the Account value added to the view, however, it shows the Guid of the account record.

To get the label /name, edit the Resource Cell Template and add the below UFX Bag (UFX directives for querying the data) to fetch the name of the account.

Update the Sample Resource Query, Save the changes, and refresh the schedule board.

We can see the Guid replaced by the Account name there.

Resource Cell Template –

<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>

          <!-- Add the account field -->
         <attribute name="new_account" alias="accountname" groupby="true"/>
        
          <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource"
            to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" 
              alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Must choose from resource filter -->
          <condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/MustChooseFromResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource & Pool type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
          <filter type="or" ufx:if="$input/PoolTypes/bag/option">
            <condition attribute="msdyn_pooltype" operator="null" />
            <condition attribute="msdyn_pooltype" operator="contain-values">
              <ufx:apply select="$input/PoolTypes/bag/option">
                <value>
                  <ufx:value select="." />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>    

     <!-- Add the account field, to show Lookup' Name / Label and not the Guid -->
    <bag>
        <accountname ufx:select="accountname/@ufx-formatvalue"></accountname>      
    </bag>
     
    
    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />   
               
    </bag>   


  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>

Resource Query –

<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>

          <!-- Add the account field -->
         <attribute name="new_account" alias="accountname" groupby="true"/>
        
          <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource"
            to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" 
              alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Must choose from resource filter -->
          <condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/MustChooseFromResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource & Pool type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
          <filter type="or" ufx:if="$input/PoolTypes/bag/option">
            <condition attribute="msdyn_pooltype" operator="null" />
            <condition attribute="msdyn_pooltype" operator="contain-values">
              <ufx:apply select="$input/PoolTypes/bag/option">
                <value>
                  <ufx:value select="." />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>    

     <!-- Add the account field, to show Lookup' Name / Label and not the Guid -->
    <bag>
        <accountname ufx:select="accountname/@ufx-formatvalue"></accountname>      
    </bag>
     
    
    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />   
               
    </bag>   


  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>

Get more details –

https://www.avanade.com/en/blogs/techs-and-specs/dynamics-365/how-to-customize-dynamics365-field-service-schedule-board

Universal FetchXML

https://www.linkedin.com/pulse/extending-schedule-boardif-i-can-do-you-too-scott-lefante/

Customize the schedule board with a custom resource attribute

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

Hope it helps..

Date Window Start and Date Window End fields missing on the Work Order form – Dynamics 365 Field Service

Recently we found that in one of the environments, the Date Window Start / End Dates was not showing up on the Work Order Forms, unlike the other environments.

Check the forms below

Well, the show and hide of the Date Window Start / End Date is controlled from Field Service Settings >> Fields Service >> Agreement

Setting Pre/Post Booking Flexibility Date Field Population to Populate Date Window Start / Date Window End will unhide the fields on the form.

Below is the corresponding out-of-the-box script that shows/hides the fields.

Also worth noting is that these fields are deprecated, as Microsoft recommends using Time From Promised and Time To Promised fields instead to define the date window in which a job is performed.

When setting up an agreement, you can control how work order scheduling works with pre-booking and post-booking flexibility. These fields define a window of time for scheduling each work order.

There are two options for how this window is used:

Date Window Start/End: The agreement populates these fields with the scheduling window. This makes the “Date Window Start/End” section visible on the work order itself.
Time From/To Promised: The agreement doesn’t directly affect these fields, but the scheduling window is considered during the scheduling process. “Date Window Start/End” will be hidden in this case.

This setting essentially determines where the scheduling window information is stored and displayed for work orders generated from this agreement.

Get the details

Hope it helps..

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Fixed- Flow not getting triggered (Callback Registration)– Power Automate / Dataverse

Recently in one of our test environments, the out the box flow – “Deserialization of Inspection Definition” wasn’t getting triggered even when it was in the On state.

This was because the “CallbackRegistrationExpanderFilter” operation was failing with the below error.

Unexpected failure during ValidateUserAccessCached. Ex: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: The specified user(Id) is disabled. Consider enabling this user. Additional Details: User IsDisabled=True, IsLicensed=True. ImpersonatingSystemUserId. (Fault Detail is equal to Exception details:

ErrorCode: 0x80040225

Message: The specified user(Id = xxxx-xxxx-xxxx-xxx-xxxxxx) is disabled. Consider enabling this user. Additional Details: User IsDisabled=True, IsLicensed=True. ImpersonatingSystemUserId=xxxx-xxxx-xxxx-xxx-xxxxxx)

TimeStamp: 2024-05-20T21:50:42.6724270Z

More on Callback Registration Expander Job – https://rajeevpentyala.com/2021/01/30/callback-registration-expander-system-jobs-waiting-for-resources/

This was because the flow’s corresponding Callback Registration record’s Owner was a user whose account was now disabled in CRM.

So the option to fix was to Turn off and Turn On the flow, which will delete the old callback registration record and will create a new one with the user who is turning off / on the flow. Updating the owner of the flow will not work here, as it won’t update the existing callback registration record.

Also we had another observation, if a callback registration is owned by a user who is a proper / enabled user in CRM, simply turning off and on the flow using a different user account will not delete the existing callback registration record and create a new one with that particular user as the owner. In this case we will have to explicitly delete the existing callback registration record.

Hope it helps..

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Dates and values are displayed in your time zone. Because the project could take place in a different time zone, the project schedule may appear incorrect message in the Project entity/table – Dynamics 365

We might get the below message/notification on opening the Project form –

Dates and values are displayed in your time zone. Because the project could take place in a different time zone, the project schedule may appear incorrect.

This message will appear if the Project’s timezone differs from the logged-in user’s timezone.

The project’s timezone is defined in the Calendar

For the user, it is defined in the user settings – Personalization Settings

Let us set it to be the same time zone as the project.

We will not get the notification now for that specific project.

If we check in detail, we can see below out-of-the-box method validateUserAndProjectTimezone getting fired on the onLoad of Project form, which fetches and compares the Timezone associated with the Project and Logged In User and shows the notification.

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Get more details about Work Hour / Calendar Template

Also, check – https://ntrajkovski.com/2021/03/08/projects-related-to-calendar-templates-project-for-the-web/

https://ntrajkovski.com/2021/02/15/project-and-resources-in-different-time-zones-with-project-for-the-web/

https://www.inogic.com/blog/2021/08/how-to-clear-hide-oob-form-level-notifications-in-dynamics-365-crm-using-client-api/

https://joshimandarblog.wordpress.com/2015/02/04/timezone-field-format-in-crm/

Hope it helps..

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Fixed – The latitude or longitude for the User record associated with this resource is invalid – Dynamics 365 Field Service /Dataverse

While trying to set the Start Location / End location to the Resource Address for Bookable Resource, we might get the below error

Exception Message: The latitude or longitude for the User record associated with this resource is invalid. Please provide a valid latitude and longitude and then set the start and end location for this resource again.

Here as the error message specifies we need to specify the latitude and longitude value for the corresponding resource type record associated with the Bookable Resource.

In the case of Contact, we can use the Geo Code option, and specify the address to populate the Latitude and Longitude details.

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In the case of a User record we do not see the Geo Code option so there we can manually specify the values for it.

Now we will be able to update the Start / End Location as Resource Address in our Bookable Resource record, without getting any error.

Get more details on Geocoding

Hope it helps..

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Use Geolocation Settings for Location Tracking and Auditing – Dynamics 365 Field Service

We can track the different locations Field Service technicians have traveled or where they are at a given time inside Dynamics 365 Field Service. Field Service Technicians can enable location sharing from the app, and based on the Geolocation Settings configured, we can see the technician’s location in the schedule board and also list location history through the Geolocation Tracking record.

Navigate to Settings >> Geolocation >> Geolocation Settings.

By default, the Geolocation Settings will have Enable Location Tracking as No and Refresh Interval as 60 seconds.

Below we have updated the Geolocation Settings, updated the Refresh Interval to 120, and specified Tracking times for Monday to Friday, 24 hours.

Refresh Interval specifies how frequently the system will check the user’s location, not the frequency for the creation of “Geolocation Tracking” records.

Geolocation Tracking records are created on Sign In, when a user moves more than 200 meters, and when the user comes to a still position after moving.

In the Field Service App, the technician has the location enabled in the settings.

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Back in the Schedule Board, we can see the current location of the Field Service technician. (If we are specifying the Start / End location as the Resource Address for the Bookable resource, we will have to specify the latitude and longitude for the associated resource record)