In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Wouldn't it be nice if we could all have more time in the day? With the fast-paced nature of our lives, sometimes it comes down to saving time on little things that really add up and make a difference in the course of a day. For example, think of the number of times you click on things every day and how much time that actually adds up to. Shortcuts are a great way to cut back on extra clicks, and Microsoft Dynamics CRM 2015 has some great ones! You probably use many of these actions already for other purposes, and now you can use them in CRM 2015 as well. Below is a chart of common shortcuts and what those shortcuts produce in CRM 2015. Take a look!
ACTION |
RESULT |
Esc |
Cancel or Close: Cancel a command, Close a Window, Tab or Selected List |
Tab |
Move forward to the next field or option |
Shift + Tab |
Move backward to previous field or option |
Enter |
Open selected record or Complete command for active option or button selected |
Spacebar |
Open search |
é |
Move in upward direction through list of records or options in a group |
ê |
Move in downward direction through list of records or options in a group |
CTRL + A |
Select all: Records on current page, Text in current field, |
CTRL + C |
Copy |
CTRL + D |
Delete (only when in edit mode) |
CTRL + K |
Auto – Resolve lookup value |
CTRL + S |
Save |
Shift + F12 |
Save |
CTRL + V |
Paste |
CTRL + Z |
Undo |
CTRL + [
|
Move to first Tab on the Command Ribbon |
CTRL + ] |
Move to the last Tab on the Command Ribbon |
CTRL + Enter |
Publish Form Editor customizations |
CTRL + Shift + 2 |
Open list menu – when in Edit mode |
CTRL + Shift + 3 |
Move to the Navigation Bar |
CTRL + Shift + S |
Save and create New |
ALT + S |
Save and Close |
Shift + é |
Select multiple rows above sequentially |
Shift + ê |
Select multiple rows downward sequentially |
With these handy tips and shortcuts you will be able to fly through your day like a pro! Try them out for yourself and let us know what other shortcuts you use in CRM to help streamline your daily tasks! You can always learn more tips and tricks for working in Dynamics CRM by subscribing to our blog.
Until next time readers, happy CRM'ing!
CTRL+ > Moves to next record in Edit Mode,
CTRL+< Moves to Previous REcord in Edit MOde