Features of Microsoft Dynamics CRM: Keyboard Shortcuts

One of the key strengths of Microsoft Dynamics CRM 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 Microsoft Dynamics CRM features, 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.

ActionPress
Select all text in the current field or current listCTRL+A
Close an active formALT+F4
Move forward through a form's fieldsTAB
Move backward through a form's fieldsSHIFT+TAB
Save a formCTRL+S or SHIFT+F12
Save and close a formALT+S
Expand/collapse Form AssistantCTRL+SHIFT+F
Cancel edits and close a formESCAPE
Delete a recordCTRL+D
Save and then open a new formCTRL+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.

ActionPress
Switch to MailCTRL+1
Switch to InboxCTRL+SHIFT+I
Switch to Outlook CalendarCTRL+2
Switch to Outlook ContactsCTRL+3
Switch to Outlook TasksCTRL+4
Display the Address BookCTRL+SHIFT+B
Create a new AppointmentCTRL+SHIFT+A
Create a new ContactCTRL+SHIFT+C
Create a new TaskCTRL+SHIFT+K
Check SpellingF7

 

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 CRM training and support material which will include tips and tricks like this. 

By Concentrix Ltd: a Microsoft Dynamics CRM Partner in the UK

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