So Many Shortcuts: Reducing Clicks in Microsoft Dynamics CRM 2015

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!

Minimize Clicks with CRM 2011 Keyboard Shortcuts

Does your team complain about the number of clicks in CRM? Are you looking for ways to minimize mouse usage? Would you like to get your data into CRM more quickly? The  How-to Portal is a great place to go for all kinds of Dynamics CRM User Basics, but in this post we're going to focus purely on minimizing clicks. Check out these helpful CRM 2011 keyboard shortcuts to complete some of the everyday tasks in CRM!

Save CTRL + S
Save & Close ALT + S
Save & New CTRL + Shift + S
Copy CTRL + C
Paste CTRL + V
Undo CTRL + Z
Close a Window/Tab Esc
Move forward through a form’s fields Tab
Move backward through a form’s fields Shift + Tab
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 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
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
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 checkbox + spacebar
Publish Form Editor customization CTRL + Enter
Open the Lookup menu with the most recently used items in alphabetical order ALT + Down Arrow

That's it! How to minimize clicks with CRM 2011 keyboard shortcuts. If you want to look into even more ways to improve efficiency, PowerObjects offers several CRM add-ons for productivity.

Happy CRM'ing!

Using Favorites and Shortcuts in CRM 2011 for Outlook

Dynamics CRM 2011 for Outlook is awesome. With great features like the reading pane, pinned views, searching within a view, conditional formatting and the ability to see exactly where records are being tracked in CRM without having to open the record (just to name a few) it really is a game changer. BUT two things I like to take the experience to the next level is using favorites and shortcuts in CRM 2011 for Outlook.

Sometimes the CRM folder structure in Outlook can become a little overwhelming as you find yourself sifting through entities that you don't use all the time.

One fix is to drag the entities your favorite entities into your Outlook Favorites so they are always ready when you need them. This way, entities like Dashboards, Accounts, Contacts, Leads, Opportunities etc.. get top priority and you never have to spend time searching for them.

Favorites and Shortcuts in CRM 2011 for Outlook image 1

Except out-of- the-box you can't drag and drop your CRM icons into the Favorites section of Outlook. To do this you'll have to make a change to your registry. Microsoft released a Knowledge Base article on how to make this quick change http://support.microsoft.com/kb/2494600

Warning Serious problems might occur if you modify the registry incorrectly by using Registry Editor or by using another method.

Below is the copy from the article on what you'll need to do. As always make sure you backup and be careful when making changes to the registry.

To work around this limitation, you can disable the Solutions Module in Outlook. To do this, follow these steps:

  1. Click Start, click Run, type regedit, and then click OK.
  2. Locate HKEY_CURRENT_USERSoftwareMicrosoftMSCRMClient.
  3. Right-click MSCRMClient, point to New, and then select DWORD (32-bit) Value.
  4. Enter DisableSolutionsModule as the name.
  5. Right-click the DisableSolutionsModule REG_DWORD subkey, select Modify, and then set the value to 1.
  6. Exit and then restart Outlook.

Another trick that's good to have up your sleeve is using Shortcuts. Using Shortcuts in Outlook allows you to organize the items in Outlook just how you like.

Shortcuts in CRM 2011 for Outlook

To configure Shortcuts:

  1. First go to your Shortcuts area

  2. After you click the Shortcuts icon your navigation pane should look something like this.

  3. Right Click and rename Shortcuts. For example rename it Outlook

  4. Delete Outlook Today and Microsoft Office Online

  5. Right Click your new Shortcut Group and create a new Shortcut

  1. For example, in the Add to Navigation Pane select Outlook and click OK

  2. It should now like something like this

  3. Now you're ready to create a new Shortcut group

  4. Name your new Shortcut Group

  5. Create a new Shortcut

  6. Find your CRM folder tree, add an icon and click OK

  7. And Repeat

Now you can organize Outlook and Microsoft Dynamics CRM exactly how you need to reach maximum productivity!!

To work with the Microsoft Dynamics CRM Experts at PowerObjects please reach our here.

Happy CRM'ing

Make Your Own Custom Shortcuts on a CRM Dashboard in Microsoft Dynamics 365

Dynamics 365 is pretty easy to navigate, but sometimes you may want to get to a specific area of CRM even faster! One way to do this is by adding shortcuts to your dashboard. This blog will give you a step by step process on how to add web resource shortcuts to your dashboard using HTML hyperlinks.

The first step is to open Notepad or a similar text editor on your computer and copy and paste the following HTML code:

<html><head></head><body style="word-wrap: break-word;">
 <ul>
  <li><a href="LINK" target="_top">NAME</a></li>
 </ul> 
</body></html>

Each link will be part of a <li> line, so copy and paste this line for as many shortcuts as you'd like. In this example, we're going to create shortcuts to Accounts, Contacts and Quotes. You can create shortcuts to any part of CRM you like, including individual records. As you can see, we've copied the <li> line three times for each of our shortcuts.

Custom Shortcuts on a CRM Dashboard

Next, we need to replace LINK with the actual URL, and the NAME with a real name. Let's start with Account.

Custom Shortcuts on a CRM Dashboard

Repeat these steps for all the shortcuts you want to create.

In our example, our HTML code with three shortcuts looks like this.

Custom Shortcuts on a CRM Dashboard

Now, we can save the code as an HTML file to upload into CRM. Press File > Save or the Save shortcut Ctrl-S and save the file as links.html. After that, head over to Dynamics 365. Navigate to Settings > Customizations and select Customize the System.

Custom Shortcuts on a CRM Dashboard

In the new window that opens, select Dashboards on the left pane.

Custom Shortcuts on a CRM Dashboard

You can select New > Dashboard to create a new dashboard or add the widget to an existing dashboard if you prefer. In this example, we're going to create a new dashboard.

Custom Shortcuts on a CRM Dashboard

Select the layout you prefer. In this example, we're going to select the 2-Column Regular Dashboard. Once your layout is selected, click Create.

Custom Shortcuts on a CRM Dashboard

We're going to name our dashboard Links, but you may call it anything you like.

Custom Shortcuts on a CRM Dashboard

Custom Shortcuts on a CRM Dashboard

Custom Shortcuts on a CRM Dashboard

In this example we're going to name our web resource new_shortcuts with the display name Shortcuts. We will select the Type as Webpage (HTML) and the language as English.

Custom Shortcuts on a CRM Dashboard

You will return to the Look Up Record window with your new shortcuts web resource selected.

Custom Shortcuts on a CRM Dashboard

In this example we just set the Name and Label to Shortcuts.

You have now added your shortcuts onto your dashboard! You may want to change the size, such as the height, by pressing the ellipses on the top bar and selecting the buttons to modify the size.

Here is our example with our shortcuts alongside charts and a list. We've decreased the height considerably since we only have three shortcuts.

Custom Shortcuts on a CRM Dashboard

In the Dashboard editor, press Save and Close after you have formatted the size as you like, and added any other dashboard components you require.

To make the changes active, you will need to Publish your dashboard by selecting it and using the Publish button in the Dashboards customization screen.

Custom Shortcuts on a CRM Dashboard

That's it! Let's navigate over to Sales > Dashboards and select Shortcuts from the drop-down menu of Dashboards. The links we created are right there on our dashboard.

Custom Shortcuts on a CRM Dashboard

But wait, there's even more!

You can change the way your links operate. Currently they open in the same window as a new link. This is due to the target="_top" part of your link. You can change the links individually by changing the target value:

target="_blank" will open in a new window or tab.

target="_self" will open in the current frame (ie. Within the dashboard component itself).

You can also add external links, in which case you would add the URL and would most likely want to use the target="_blank" code above. For example, to add a link to open the PowerObjects website your code for this link would be:

<li><a href="https://powerobjects.com/blog" target="_blank">PowerObjects</a></li>

You can also edit your shortcuts in the future by going to Settings > Customizations and select Customize the System.

In the new window that opens, select Web Resources on the left pane.

Custom Shortcuts on a CRM Dashboard

In the list, double click your new shortcuts web resource and in the new window, select the Text Editor button.

Custom Shortcuts on a CRM Dashboard

You can edit your code to add, change or remove links in the Source tab.

Custom Shortcuts on a CRM Dashboard

When finished, simply save and publish your web resource, and publish the dashboard again!

If you would like to learn more about dashboards and how to customize them for ease and transparency, check out one of our other blogs on dashboards!

Get Those PowerBi tiles Embedded in Your CRM Dashboards

Searching In Dashboards Inside Microsoft Dynamics CRM

Also, check out the CRM Book for more information about using HTML Web Resources in Dynamics 365!

Happy CRM'ing!