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Brian Begley, enCloud9 Social/CRM

Quicktip – Keyboard Shortcuts for Editable Grids

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 Editable Grids are probably the single most exciting feature of Microsoft Dynamics 365. To longtime users like us, the ability to edit information on the fly without having to open each line will increase productivity. This list of keyboard shortcuts designed to make your users even more efficient came from the Microsoft Dynamics 365 Customer Center Guide.

Move to next field Tab or Right Arrow (→) key
Move to previous field Shift+Tab or Left Arrow (←) key
Move to the cell above (or column header from the first row) Up Arrow (↑) key
Move to the cell below Down Arrow (↓) key

-Or-

Enter, when cell is not in edit mode

Go to edit mode for Text, Number, and Simple fields when the focus is on a field Type the value directly to overwrite the existing value

-Or-

Spacebar to continue modifying the existing value

-Or-

F2 to select the existing value

Go to edit mode for Date and Time fields Type the value directly

-Or-

F4 or Alt+↓ to display the date/time picker

Go to edit mode for drop-down (Lookup, Option Set) fields Spacebar to drop down the list
Go to edit mode for Two Options fields Spacebar to switch between the two options

F4 or Alt+↓ to drop down the list

Move between entries in an open drop-down list Up/Down (↑/↓) Arrow keys
Select an option in an open drop-down list Enter
Close an open drop-down list Esc
Cancel your edits Esc
Navigate to and open the lookup record Spacebar when the focus is on (→) icon
Move to next page (if any) PgDn
Move to previous page (if any) PgUp
Move to the column header when the focus is in the grid Up (↑) Arrow key
Sort by column when the focus is on the column header Spacebar
Move to Save button when the focus is on the column header (if any unsaved data) Tab
Move to Refresh button when the focus is on the column header Tab

 

Your business flows better when you use Microsoft Dynamics 365 CRM. enCloud9, a Silver Dynamics CRM Partner based in Omaha Nebraska, can help you to implement a customized Dynamics CRM solution.

Contact us today at 402-235-8540 or [email protected]. You can follow our twitter at @encloud9 for daily updates on important CRM news.

This blog entry was written by Brian Begley of enCloud9, Nebraska Microsoft Dynamics CRM Partner, www.enCloud9.com

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