Using Keyboard Shortcuts in Microsoft Dynamics CRM 2011

Are you an “old-school” CRM user?  Someone who prefers hands on keyboard rather than mousing through the new CRM 2011 ribbon?

If that describes you, I would recommend familiarizing yourself with the new keyboard shortcuts in CRM 2011.

Your old favorites are there, including CTRL + S to save a record, or CTRL + C to copy text, but there are some new keyboard shortcuts that are a big timesaver as you navigate through CRM 2011.

For example, Ctrl+[ and Ctrl+} to move to the first or the last tab in the ribbon.

Or, CTRL+SHIFT+3 to navigate to the sitemap (when on the main window of CRM).

I especially find the form keyboard shortcuts useful, when working with a set of records in a view.  CTRL+Shift+2 brings up the list of records in the view, and CTRL+ > or CTRL + < navigates to the next or previous record.

These keyboards are very useful for people doing heavy data entry, so they don’t have to move their fingers off of the keyboard.  The following is a full list of available keyboard shortcuts.

General keyboard shortcuts

Action	Press
Copy text	Ctrl+C
Paste text	Ctrl+V
Undo previous text change	Ctrl+Z
Save a record	Ctrl+S
Close a record	Esc
Cut text	Ctrl+X
Delete text	Delete
Delete selected text immediately without putting it on the Clipboard	Shift+Delete
Move to the first tab on the ribbon	Ctrl+[
Move to the last tab on the ribbon	Ctrl+]
Move the insertion point to the start of the next word	Ctrl+Right Arrow
Move the insertion point to the start of the previous word	Ctrl+Left Arrow
Select all text in the current field	Ctrl+A
Display the System menu for the active window	Alt+Spacebar
Display the shortcut menu for the selected item	Shift+F10
Cancel the current task or command, or close a selected list or dialog box	Esc
Move up through a list of records	Up Arrow
Move down through a list of records	Down Arrow
Open the selected record	Enter
Select all records on the current page	Ctrl+A
Jump to the sitemap	Ctrl+Shift+3
Open the recently viewed pages and view menu	Ctrl+Shift+7
Select multiple rows in a list sequentially	Shift+Up Arrow or Shift+Down Arrow
Select multiple rows in a list non-sequentially	Tab to the check box and Spacebar
Publish Form Editor customization	Ctrl+Enter

 

Dialog box keyboard shortcuts

To	Press
Move to the next option or option group	Tab
Move to the previous option or option group	Shift+Tab
Complete the command for the active option or button	Enter
Move between options in an open list, or between options in a group of options	Arrow keys
Cancel a command, or close a selected list or dialog box	Esc

 

Form keyboard shortcuts

Action	Press
Save	Ctrl+S or Shift+F12
Save and close	Alt+S
Cancel edits and close (Close)	Esc
Open search	Spacebar or Enter
Delete text from search field	Backspace
Delete the record	Ctrl+D
Save and then open a new form (Save and New)	Ctrl+Shift+S
Move forward through the form's fields	Tab
Move backward through the form's fields	Shift+Tab
Open the lookup menu with the most recently used items in alphabetical order	Alt+Down Arrow
Open the list menu	Ctrl+Shift+2
Navigate to the next item on the list	Ctrl+>
Navigate to the previous item on the list	Ctrl+<

 

Post by: Joel Lindstrom, Customer Effective