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
|Undo previous text change||Ctrl+Z|
|Save a record||Ctrl+S|
|Close a record||Esc|
|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
|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
|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,
1 thought on “Using Keyboard Shortcuts in Microsoft Dynamics CRM 2011”
most of these shortcuts are actually basic windows shortcuts, not CRM specific.
for example, alt+space works in any window, just like the copy/cut/delete and many more.
the ones that are CRM specific are awesome tho 🙂
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