Microsoft Exchange Server Integration in AX R3 CU8

One of the features added as a part of Dynamics AX 2012 R3 CU8 is integration with Microsoft Exchange Server. This is an alternative to the existing Microsoft Outlook client integration with AX. It allows a user to synchronize appointments, tasks, and contacts in Dynamics AX directly to Microsoft Exchange Server or Microsoft Exchange Online…


Bare Bones Configuration Guide for Dynamics AX Projects

If you are active in the Dynamics AX community, you probably have run into Murray Fife, a self-described “Curator, Author, Pitchman, Microsoft MVP & Mediocre Programmer”. His site, Dynamics AX Companions is chock full of useful information about AX for novices and experts alike. His latest project is a collection of Bare Bones Configuration Guides that walk…


Integrating Project Server and Project Online with Dynamics AX 2013 R3

Microsoft Project Server and Project Online provide rich project portfolio management (PPM) functionality for business users. The combination of PPM with the financial management features of Dynamics AX provides a rich set of capabilities for project-focused businesses such as professional services and construction. In the AX 2009 SP1 release, we provided a solution that integrated project information between the…


Project Adjustment Improvements in AX R3 CU8

We have a few more small improvements for Dynamics AX 2012 project accounting coming in R3 CU8 (due out in a few months). This one addresses the usability of the project transaction adjustment process, specifically when adjusting multiple transactions. In R3 and before, the adjustment form let you take a transaction and split it into…


Straight Line Project Revenue Recognition in AX R3 CU8

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 arrangements. With this calculation method, the accrued revenue for the period is calculated based on…


Continuous Project Revenue Recognition in AX R3 CU8

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 invoicing), revenue for fixed-price projects is recognized using the estimate system. The word estimate is a…


Dynamics AX Project Online Help Survey

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 of how you do your job Your experiences with our online help offerings The survey…


Project WBS in AX 2012 R3 White Paper

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.


New AX R3 Project E-Learning Courses

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 R2 (80316, 80317, and 80311). As we looked at the effort required to update the existing…


Business Process Library for Dynamics AX 2012 Professional Services

I am excited to announce the availability of the professional services process model as part of Microsoft Dynamics Lifecycle Services ( You can see this new library under “Global libraries” on the LCS site and customize it or use it as the basis for your own library. We built this library as an extension (111…