Field service can you use different starting and ending locations for a resource and still be able to use resource sceduling features?

Eric MAYER 0 Reputation points
2024-10-01T17:28:32.4933333+00:00
  • Starting and ending locations associated with the resources: If the address associated with a resource can't be located, the resource isn't returned. A resource's starting and ending locations are defined on the resource record, and can be set to either resource address, organizational unit address or location agnostic.
    • Resource Address: If the resource address is used, ensure that you have valid address information (latitude and longitude) for the address being used based on the resource type.
      • Resource Type = Account: Address of account record related to the resource.
      • Resource Type = Contact: Address of the contact record related to the resource.
      • Resource Type = User: Address associated with the user's Microsoft 365 account.
    • Organization Unit Address: If the organizational unit is being used, ensure that it has valid latitude and longitude values.

What if the start and ending locations are different? I mean a Organisational unit address may be the same but for account, contact or - especially user - the start address could be different than the end address if the resource would be on a multi-day tour.

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  1. Kiran P 3,785 Reputation points Microsoft Vendor
    2024-10-02T05:58:41.0833333+00:00

    Hi Eric MAYER,

    Thank you for reaching out to us on Microsoft Q&A forum.  

    Yes, it is indeed feasible to utilize different starting and ending locations for a resource within the D365 system. The starting and ending locations are specified in the resource record, and these locations can be designated as either the resource's address, the organizational unit's address, or set to be location agnostic, depending on the specific requirements of your operations.

    When employing a resource's address, it is crucial to ensure that the address includes valid geographic coordinates specifically, latitude and longitude information. This requirement is applicable regardless of the resource type, which may be categorized as an account, contact, or user:

    • For Account**:** The address utilized is derived from the associated account record.
    • For Contact: The address is obtained from the relevant contact record.
    • For User: The address corresponds to the user's Microsoft 365 account.

    In scenarios where a resource is engaged in a multi-day tour, it is certainly permissible for the starting and ending addresses to differ. It is imperative, however, to ensure that both addresses are accurately configured within the system. Valid geographic coordinates are essential for facilitating effective scheduling and optimizing resource allocation.

    If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.

    Thank you.

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