One of the main reasons companies the world over have chosen over other competing products is its ease of use. People who are comfortable with Microsoft Office will immediately understand how Dynamics CRM works. Sure, there will be some CRM specific functions you will need to familiarize yourself with, but you certainly will not have to learn a new system from the ground up, as is often the case with other Customer Relationship Management systems.
And, the productivity gains offered in Microsoft Dynamics CRM don’t end there. There are a plethora of keyboard shortcuts built into the system to make your data entry faster and easier than ever. Here are a few of my favorite keyboard shortcuts, some of which may be familiar to Office users, while others may be completely new.
| Key Combination | Resulting Action |
|
Ctrl+Shift+5 |
Minimize ribbon |
|
Ctrl+z or Ctrl+y |
Undo or Redo previous text change |
|
Ctrl+s |
Save a record |
|
Esc |
Close a record, dialogue box or cancel a command |
|
Ctrl+[ or Ctrl+] |
Move to the first tab or last tab on the ribbon |
|
Shift+F10 |
Display the shortcut menu for the selected item |
|
Tab or Shift+Tab |
Move to the next or move to previous option or option group when working in a dialogue box |
|
Space or Enter |
Open search |
|
Ctrl+Shift+s |
Save and then open a new form (Save and New) |
|
Alt+Arrow Down |
Open the lookup menu with the most recently used items in alphabetical order |
Interested in learning even more Dynamics CRM keyboard shortcuts? See . If you’d like to find out more about Microsoft Dynamics CRM 2011, are considering upgrading from an older version or migrating from another CRM package, ! Our team of friendly professionals will be more than happy to answer any questions you might have.
By: Laura Heinbockel, Intelligent Technologies, Inc., a
