A practitioner’s musings on Dynamics 365 Finance and Operations
Hi all, what if you create your todo in Todoist and those sync to your Roam Research daily post and vice versa.
The step by step walkthrough is mentioned in following video.
In my workflow I create task in Todoist and then these will sync in my daily note.
I used Roam Research app for writing this blog post.
Just start learning azue function in Vs code. I found this error, when I create a new azure function.
On last step after selecting a template I found this error.
Solution : Like old days, Just run visual studio Code as run adminstator.
I started learning the Azure functions. During the installation process, I discovered that the Azure function requires various components for Visual Studio Code. However, a few extensions became stuck during this process. Consider the process of installing C# extensions within Visual Studio Code when it gets stuck.
This issue arises due to the size of the extension. It’s possible that if I leave it in the installation state for extended hours, it will eventually complete.
To avoid this stuck situation, I go to Market Place (https://marketplace.visualstudio.com/ and search for the required extension; in my case, it is “C# for Visual Studio Code.”.
From the left side, there is a download link. From here, I download the extension.
Now open the Visual Studio code, and from the extensions area, click on the three dots.
Then select the last option from the pop-up window, “Install from VSIX.”
And select the downloaded files.
The extension installs successfully after selection and running.
During a team call discussion with a functional consultant, I inadvertently began to explain the cause of the reported issue and the steps I took to resolve it. Later, I realized there was a more effective way to convey this information. I made the decision to rephrase my message and create a blueprint for future calls. The blueprint consists of four concise statements.
Hi and hello, everyone.
My personal knowledge management workflow is evolving. I’m a big fan of creating new notes in a predefined folder. These folders focus on specific topics. For instance, I can compose or annotate pre-existing notes on D365 Community or LinkedIn. However, the issue arises when you copy and paste or use a web clipper. And left unfinished or partially modified. These are not completed when you need them.
Best Practices says that you need to convert them into evergreen notes.
You can rewrite Evergeen notes into your own unique ideas or use them as automatic notes on a single topic or concept. You can read more about it at the following link.
https://notes.andymatuschak.org/Evergreen_notes
The Evergreen Note is a finished product. For example, I copied the whole article from LinkedIn. That is from the topic of “Who to User Chain of Command Instead Event Handler.” I copied it into a designated folder. After that, it remained unchanged.
This is not my note. It is a reference note. What should I do? I made changes. Remove unnecessary points from it. Next, I will incorporate my personal experiences into it. Some people suggest that we must modify and rewrite it.
The end product moves into a specific folder.
Copying the entire article for future use is a good practice. Instead of searching the internet, you can find these references in your own note-taking app. You can use these references in your work and share them with your colleagues.
You cannot share or publish these articles on your blog. But the evergreen notes can be.
Remember the simple rule “Document Not Create”? Most of the time, people like me are not capable of creating something new. There is always inspiration.
This past weekend, when I began reviewing each folder, I discovered a significant number of incomplete notes.
So I decided to change my approach. I should move my modifications, rewrites, or final comments into a separate folder. This is the best practice.
I think there are two types of people. One type of person learns from others’ experiences by adhering to best practices or recommendations. The second individual gains knowledge through experience. In Sufi called this Marfat. This refers to the moment when practitioners begin to understand the rationale behind the rule’s creation, also known as best practices.
And third one who never learns.
The two note-taking methodologies, Mike Millo’s ACE framework and Tigo forte’s Para Method, both recommend these best practices.
Now I decided that all my new notes will go in folder “Inbox.”
As Obsidian is my core PKM software, here is a walkthrough to create a separate folder, and all notes go directly in that folder.
Click on Settings in Obsidian.
From setting page select the options select the files and links. following two settings need to update.
You can select Default location for new notes as “In the folder specified below”.
Second you can set your own folder name.
Third option you can set here is default location for new attachment.
In default setting in obsidian, you have to copy paste images from specific folder. and it shows and copied into Obsidian Vault.
Another best practices you can use that you have to built template. as I mentioned in my last post
https://www.tech.alirazazaidi.com/how-to-add-template-in-obsidian-pkm/
You have to use Tags for category to identity your notes in your inbox folder.
You can use Tags for more detail identification for the category for note.
When each note is processed, You can move them into specific folder.
Hope you like this post.
In my quest to better PKM ( Personal Knowledge Management), I start using Obsidian as my primary note taking app.
When I copy notes from different websites, blog or some social media site.
I need to record a few extra information as reference.
For example my requirements are simple, on the header section of each note, there will be two place holders
For this I used the template feature of Obsidian.
Following is the step by step guide.
First step for storing templates we need to create a separate folder. for this click on folder icon similar to following screenshots.
Second step of all I need to enable the core plugin and this I need to go settings.
from settings, select core plugins and then enable the templates.
After enable the templates and click on setting icon on and open similar screen
Here you can set template folder location. then two option setup of date format and time format.
I just set template folder.
Then add a new node with following name with ShortScript.template.
Inside the this template I define following area
{Note Reference}:
{{date}}
{Tags}:
{Parent MOC}:
Now go in respected folder and create a new notes
For example I want to create a new note in Shorts Scripts folder. Right click add a new node.
left menu select the insert template button and following popup appear in Obsidian
Type or select from drop down, the required template and hit enter to copy contents form templates to note.
Now I update the new notes as per my requirement
Ah, my PKM quest leads to me, Tana. Today I got early access to Tana. We can only gain access by invitation.
Tana has a relatively short learning curve. I did not explore Super Tag; that is a game changer.
People consider Tana to have both Notion and Obsidian features. Notion is cloud-based, while Obsidian is file-based. The major feature for Obsidian is Graph View. You can interlink your notes and create a map based on them. While Notion has power of database (not TSQL,PLSQL). With Obsidian, I am limited to accessing and making notes solely from my laptop. There is a Sync feature in Obsidian, but it is less used.
This video represents my first experience with Tana.
In D365, with Role based security we can restrict specific operations
to Certain user. Role based security will restrict the menu, forms and report.
It did not restrict certain records to view.
For example, They want to see only vendor with certain vendor group.
Customer for certain key market.
For this blog post, there is scenario that end user can be his created sales order.
For this requirement, we can use [[Extensible Data Security (XSD)]].
For this we require three elements.
AOT query.
Security Policy
And last one is Security Role.
First we create AOT Query and add Sales table and inner join with userInfo Table and make join with userInfo.Id with SalesTable.CreatedBy
Then add range in UserInfo and add (CurrentUserId())
Now Create a new role. That will used in Security policy and later used for End user.
Now add a new Security policy
and set following properties.
Set following properties.
Constraint Table Yes
Context Type RoleName
Operations All Operations
Primary Table set as SalesTable
Query set the name of Query
Set Role Name with Role we created in above role.
Build and Sync Database.
Open D365 Finance and Operations goes and Userinfo in System Administrator and assign to specific end user.
Remember, that either assign, Sales Clerk role or Sales Manager role.
Extensible Data Security (XDS) is not working for system administrator role.
Sales order list will comes with sales order with filter.
