If you are a regular user of Dynamics CRM software within your business, it's very handy to be able to know the most relevant shortcuts that can help you to improve your productivity and efficiency other than just through your mouse.
With this thought in mind, we've brought together some of the most useful keyboard shortcuts for small and medium sized businesses currently using Dynamics CRM. These shortcuts will largely depend on which version of Dynamics CRM your business is currently using.
Microsoft Dynamics CRM Keyboard Shortcuts
|Action||Dynamics CRM 2013/2015/2016 (Windows Version)|
Cancel or Close:
Cancel a command,
Close a Window, Tab or Selected List
|Tab||Move forward to the next field or option|
|Shift + Tab||Move backward to previous field or option|
|Enter||Open selected record or complete command for active option or button selected|
|Up Arrow||Move in upward direction through list of records or options in a group|
|Down Arrow||Move in downward direction through list of records or options in a group|
|Ctrl + A||Select all: Records on current page or text in current field|
|Ctrl + C||Copy|
|Ctrl + D||Delete (only when in edit mode)|
|Ctrl + K||Auto - Resolve lookup value|
|Ctrl + S||Save|
|Shift + F12||Save|
|Ctrl + V||Paste|
|Ctrl + Z||Undo|
|Ctrl + [||Move to first tab on the Command Ribbon|
|Ctrl + ]||Move to the last tab on the Command Ribbon|
|Ctrl + Enter||Publish Form Editor customisations|
|Ctrl + Shift + 2||Open list menu - when in Edit mode|
|Ctrl + Shift + 3||Move to the Navigation Bar|
|Ctrl + Shift + S||Save and create new|
|Alt + S||Save and close|
|Shift + Up Arrow||Select multiple rows above sequentially|
|Shift + Down Arrow||Select multiple rows downwards sequentially|
Has your business made use of these keyboard shortcuts for Dynamics CRM? Did you have any further tips that you would like to share with our Dynamics CRM users?
If you would like to learn more about how Dynamics CRM can transform the way your business works then please get in touch with Advantage today.