One of the key strengths of is that it has the look and feel of other Microsoft products. It also integrates seamlessly with them, particularly with applications such as Microsoft Outlook. What’s more, it’s also extremely well designed. The combination of these three fundamental features of Microsoft Dynamics CRM makes the product extremely easy to use.
Shortcuts are commonly used throughout Microsoft Office applications and the Windows operating systems. Microsoft Dynamics CRM is no exception. There are a variety of keyboard shortcuts for Microsoft Dynamics CRM, which apply specifically to the product. There is also some cross-over with other Microsoft products, in particular the keyboard shortcuts for Microsoft Office Outlook.
Here are some examples of commonly used keyboard shortcuts for easily navigating Microsoft Dynamics CRM. Note this is by no means an exhaustive list. As with many , users of the product soon apply these without even thinking about them. And as well as improving the productivity of staff, features like these also help with user adoption and with getting new users up and running quickly and efficiently.
| Action | Press |
| Select all text in the current field or current list | CTRL+A |
| Close an active form | ALT+F4 |
| Move forward through a form's fields | TAB |
| Move backward through a form's fields | SHIFT+TAB |
| Save a form | CTRL+S or SHIFT+F12 |
| Save and close a form | ALT+S |
| Expand/collapse Form Assistant | CTRL+SHIFT+F |
| Cancel edits and close a form | ESCAPE |
| Delete a record | CTRL+D |
| Save and then open a new form | CTRL+SHIFT+S |
You can use keyboard shortcuts to move smoothly around the Microsoft Dynamics CRM for Outlook folders in Microsoft Office Outlook. The following set of keyboard shortcuts are Microsoft Office Outlook shortcuts and are not specific to Microsoft Dynamics CRM. Using similar functions and features of other Microsoft products again helps accelerate the learning, uptake, and adoption process.
| Action | Press |
| Switch to Mail | CTRL+1 |
| Switch to Inbox | CTRL+SHIFT+I |
| Switch to Outlook Calendar | CTRL+2 |
| Switch to Outlook Contacts | CTRL+3 |
| Switch to Outlook Tasks | CTRL+4 |
| Display the Address Book | CTRL+SHIFT+B |
| Create a new Appointment | CTRL+SHIFT+A |
| Create a new Contact | CTRL+SHIFT+C |
| Create a new Task | CTRL+SHIFT+K |
| Check Spelling | F7 |
Microsoft Dynamics CRM is one of the easier CRM products to learn, which means you can get the application up, running, and working for your business quickly and efficiently. Of course, if you decide to implement Microsoft Dynamics CRM, then your business partner will be able to provide comprehensive material which will include tips and tricks like this.
By Concentrix Ltd: a
The Keyboard Shortcuts is great help.