Direct Reports

Dynamics AX product-related topics for project-based businesses such as consulting, accounting, advertising, and construction.

Blog - About

About Direct Reports

I'm the Group Program Manager for the Microsoft Dynamics AX engineering team covering Service Industries (including markets such as professional services, construction, architecture and advertising). I've been at Microsoft for over 17 years and was previously a Senior Product Manager for Microsoft Amalga Hospital Information System (HIS), part of Microsoft's Health Solution Group. I also spent 8 years as the Group Program Manager for Microsoft SQL Server Reporting Services, where my team created and delivered the Microsoft business intelligence and reporting platform for IT Pros, end users and developers as part of SQL Server and Visual Studio. I joined Microsoft after a role as software architect for a4 Health Systems, a hospital software company in my home town of Raleigh, North Carolina.

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  • Direct Reports

    Straight Line Project Revenue Recognition in AX R3 CU8

    • 1 Comments
    In addition to (and compatible with) the new continuous revenue recognition that we are introducing in the upcoming CU8 release of Dynamics AX 2012 R3, we are also introducing a new revenue calculation method for straight line or subscription-style revenue...
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    Continuous Project Revenue Recognition in AX R3 CU8

    • 2 Comments
    One of the requests that we have gotten over the last several years in Dynamics AX Project Accounting is for better visibility into project revenue, especially for fixed-price projects. Unlike time and materials projects (where revenue is recognized upon...
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    Dynamics AX Project Online Help Survey

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    Our Information Experience is conducting a survey of users of the Project management and accounting module in Dynamics AX (any version). We'd love to hear your input about: How you use the module in your day-to-day work Other relevant aspects...
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    Project WBS in AX 2012 R3 White Paper

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    In addition to the set of R3 white papers that were published a few weeks ago , we have released a new one describing the Work Breakdown Structures in AX 2012 R3 . Quite a bit of work has gone into this area and I encourage you to check it out.
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    New AX R3 Project E-Learning Courses

    • 4 Comments
    As you probably know, we recently released Dynamics AX 2012 R3 with new capabilities for project-focused businesses. If you are reading this blog, you have probably gone through the existing Project Management and Accounting courses for Dynamics AX 2012...
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    Business Process Library for Dynamics AX 2012 Professional Services

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    I am excited to announce the availability of the professional services process model as part of Microsoft Dynamics Lifecycle Services ( https://lcs.dynamics.com/ ). You can see this new library under "Global libraries" on the LCS site and customize it...
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    New AX 2012 R3 Project White Papers

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    I'm happy to announce the availability of three new white papers covering new capabilities in Dynamics AX 2012 R3 Project Management and Accounting: Integration with Microsoft Project (Client) Project resource scheduling Timesheet audit trail...
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    Estimate Calculation Methods for Fixed Price Projects

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    Some of the more observant of you may have noticed the Calculation method field on the fixed price project estimate setup on the Project groups form that was added in Dynamics AX 2012. There are three selections: None , Markup percent – total...
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    Independent Sub-project Budgeting in AX 2012 R3

    • 4 Comments
    One more feature in the budgeting area coming in Dynamics AX 2012 R3 is the ability to manage the budgets of sub-projects independently. In AX 2012 RTM and R2, initial budget creation and revisions were done at the project hierarchy level. A single set...
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    Project Effort and Cost Tracking Views in AX 2012 R3

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    In a previous post , I described some of the new features available for editing work break structures in Dynamics AX 2012 R3. In this post, I'll show the new project cost and effort tracking views that enable project managers to keep on top of the progress...
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    Dynamics AX Workflow Processor Demo Shortcut

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    If you work with Dynamics AX, you are probably familiar with the Tutorial_WorkflowProcessor form. Many processes are driven by the workflow engine within Dynamics AX and in a production system, workflow tasks are executed by the"Workflow messaging processing...
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    Intercompany Project Invoicing in AX 2012 R3 (Part 2)

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    In my last post , I showed you how to set up the new intercompany invoicing for projects feature in the upcoming AX 2012 R3 release. I'll finish by show you how the transactions are actually processed. In my example, I'm an employee in Contoso Consulting...
  • Direct Reports

    Intercompany Project Invoicing in AX 2012 R3 (Part 1)

    • 7 Comments
    Since the initial release of Dynamics AX 2012 in late 2011, we have invested a lot to make projects easier to use in multi-company scenarios. In the 2012 feature pack, we enabled users to report time against projects in other legal entities. In the R2...
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    More Project Budget Improvements in R3

    • 2 Comments
    As I mentioned before, we made some improvements to project budgeting in AX 2012 R2 CU6 and CU7. We've got a few more coming in the upcoming R3 release. The first is a new option in the import form. As shown below, you can now import budget values directly...
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    Project Contract List Page Improvements

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    In the upcoming AX 2012 R3 release, we are making a few improvements to the project contract list page, as shown below. The first thing you will notice is the legal entity filter on the right side of the list. This is similar to the filter that...
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    AX Technical Conference Post-Event SI Training

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    Planning on coming to the Dynamics AX Technical Conference in Bellevue, WA on February 3-5, 2014? If you are willing to stay a few extra days then mark your calendar for a post-event workshop for Microsoft Dynamics AX functional consultants working in...
  • Direct Reports

    WBS Templates in Dynamics AX 2012 R2 CU7

    • 1 Comments
    Over the next few weeks, I'll be reviewing some of the improvements we made to Project management and accounting in the Dynamics AX 2012 R2 CU7 release . I'll start with the newly revamped Work Breakdown Structure (WBS) template editing experience: ...
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    Convergence EMEA Sessions available on Virtual Convergence

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    I just got back from Barcelona where I was attending Convergence EMEA. I presented two sessions, Microsoft Dynamics AX 2012: Project Management and accounting and Microsoft Dynamics AX 2012: Increasing productivity for project-centric organizations with...
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    Dynamics AX 2012 Cumulative Update 7 is released!

    • 2 Comments
    I'm very excited to announce that we have released Dynamics AX 2012 R2 Cumulative Update 7 (aka CU7) to CustomerSource and PartnerSource. This is the third CU released for Dynamics AX 2012 R2 (we skipped 2, 3, 4, and 5 to align with AX 2012 RTM CU numbering...
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    New AX Companion App Blog

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    Some of my team members created a new blog to share pertinent information for Dynamics AX companion app implementers and developers. Here is the site: http://blogs.msdn.com/b/axcompapp/ . Upcoming posts with cover the updates to the Windows 8 apps...
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    Dynamics AX Project Management and Accounting Integration White Paper

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    We just finished a white paper available that provides an overview of the ways that the Project management and accounting module and other modules in Microsoft Dynamics AX 2012 integrate and connect with one another. Please let me know if we missed anything...
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    Windows 8 Apps for Dynamics AX are live

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    In my last post, I introduced new Windows 8 applications for Microsoft Dynamics AX. Originally, we released them in demo mode only. We have now released 'live' versions all of the components for this release including: Expenses , Timesheets , and...
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    Windows 8 Apps for Dynamics AX

    • 4 Comments
    Beautiful. Easy. Fun. When's the last time you used these words to describe your ERP system? For most users, interacting with business applications is tedious and challenging. But over the last few months, my team has been working to change these perceptions...
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    Tweaks to Project Budget in AX 2012 R2 CU6

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    In the forthcoming Dynamics AX 2012 R2 CU6 release, we made a few tweaks to the project budgeting form. First, we enabled multi-line delete in both the cost and revenue grids (it was previously one-at-a-time). This makes it much easier to clear out and...
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    Change to Project Ledger Posting Setup in AX 2012 R2 CU6

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    In the forthcoming AX 2012 R2 Cumulative Update 6 (which, oddly enough, will be the one after CU1), we added a small feature to the Ledger Posting Setup in the Project Management and Accounting module. You can now specify the main account for project...
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