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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    Plus, Also, Too (Crystal Migration Partners)

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    We just put up a list of partners that can assist with a migration from Crystal Reports to SQL Server Reporting Services. The list is at http://www.microsoft.com/sql/technologies/reporting/partners/crystal-migration.mspx .
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    Northern Drive (SQL Server 2005 RTM)

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    As you have probably seen, SQL Server 2005 (aka Yukon) has shipped (you can download it on the MSDN subscription site ). We had a little celebration Thursday afternoon on campus and it started me thinking about all of the things that have happened since...
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    Bakesale (Upgrading from RS June CTP)

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    I know many of you have been testing Reporting Services using the SQL Server 2005 June CTP. While there is no officially supported upgrade path to the RTM version (the safest thing is to do a fresh install and then republish your reports), we do have...
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    Free Dirt (SQL Launch)

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    I haven't gotten a chance to write a new blog entry since I returned from the SQL 2005 launch in San Francisco . The main entertainment (Cheap Trick and the Orange County Choppers guys) was fun but the highlight of the evening was AC/DShe, an all-girl...
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    Dare to Be Surprised (Missing Files)

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    Unfortunately, I let the account expire at the hosting service I was using for my file storage. I realize that all of the attached files in the blog are missing. Over the next week or so, I will try to repost them from other sources. Sorry about that...
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    Green Mind (SP1 Hotfix Rollup)

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    You might want to take a look at the just released SQL Server 2005 SP1 hotfix rollup . This package contains a collection fixes that came in too late to fit into the SP1 release process. Unfortunately, the descriptions of some of the bugs in the fix list...
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    Snowing Sun (New RDL Specification)

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    We have uploaded a new Report Definition (RDL) specification to the SQL Server web site. The RDLNov05.PDF file contains the SSRS 2005 version. It's the same tags that are documented in SQL 2005 Books Online , just in a single document.
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    Propeller (SP2 is Released!)

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    It's been a long time coming, but SQL Server 2005 Service Pack 2 is now available. See http://www.microsoft.com/technet/prodtechnol/sql/2005/downloads/servicepacks/sp2.mspx .
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    Pocket Symphony (Enabling SSRS Feature in non-default Site Collections)

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    After installing the Reporting Services Add-in for Integration with SharePoint , you may find that the Reporting Services features are not visible in your SharePoint web sites. Why does this happen? Because when the add-in is installed, it is only activated...
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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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    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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    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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    PM@MS - Doing the "other stuff"

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    I've spent the last 17 years at Microsoft, the majority of my adult life. For most of those years, I've been in a role called "program manager". Surprisingly, one of the challenges with being a program manager at Microsoft is determining what on earth...
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    Changing the Discussion

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    One of the most impressionable meetings that I have been involved in occurred early in my career at Microsoft. In was 1996 and I was a freshly minted technical evangelist working in Microsoft's Developer Relations group (DRG). DRG was a group tasked with...
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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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    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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    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...
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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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    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 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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    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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    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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    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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    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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    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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