10 Time Saving Keyboard Shortcuts for Microsoft Dynamics CRM 2011

One of the main reasons companies the world over have chosen Microsoft Dynamics CRM 2011 over other competing products is its ease of use.  People who are comfortable with Microsoft Office will immediately understand how Dynamics CRM works.  Sure, there will be some CRM specific functions you will need to familiarize yourself with, but you certainly will not have to learn a new system from the ground up, as is often the case with other Customer Relationship Management systems.

And, the productivity gains offered in Microsoft Dynamics CRM don’t end there.  There are a plethora of keyboard shortcuts built into the system to make your data entry faster and easier than ever.  Here are a few of my favorite Dynamics CRM keyboard shortcuts, some of which may be familiar to Office users, while others may be completely new.

 Key Combination                                 Resulting Action

Ctrl+Shift+5

 Minimize ribbon

Ctrl+z or Ctrl+y

 Undo or Redo previous text change

Ctrl+s

 Save a record

Esc

 Close a record, dialogue box or cancel a command

Ctrl+[ or Ctrl+]

 Move to the first tab or last tab on the ribbon

Shift+F10

 Display the shortcut menu for the selected item

Tab or Shift+Tab

 Move to the next or move to previous option or option group when working in a dialogue box

Space or Enter

 Open search

Ctrl+Shift+s

 Save and then open a new form (Save and New)

Alt+Arrow Down

 Open the lookup menu with the most recently used items in alphabetical order

Interested in learning even more Dynamics CRM keyboard shortcuts? See 36 Useful Keyboard Shortcuts for Dynamics CRM 2011. If you’d like to find out more about Microsoft Dynamics CRM 2011, are considering upgrading from an older version or migrating from another CRM package, contact us today!  Our team of friendly professionals will be more than happy to answer any questions you might have.

 

By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Dynamics CRM reseller

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