Microsoft Dynamics CRM 4.0 Keyboard Shortcuts

Users always want to save as much time as possible. I’ve found that most users know Cut, Copy, and Paste (CTRL+X, CTRL+C, CTRL+V) but usually don’t know there are a bunch of keyboard shortcuts for Microsoft Dynamics CRM 4.0. Here are a few:

General Shortcuts  

  • Copy text = CTRL+C
  • Paste text = CTRL+V
  • Undo previous text change = CTRL+Z
  • Save a record = CTRL+S
  • Close a record = CTRL+F4
  • Cut text = CTRL+X
  • Delete text = DELETE
  • Delete text without putting it on the Clipboard = SHIFT+DELETE
  • 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
  • Move forward through the form’s fields = TAB
  • Move backward through the form’s fields = SHIFT+TAB
  • Display the shortcut menu for the selected item = SHIFT+F10
  • Display the corresponding menu = ALT + the key for the underlined letter in the menu name
  • 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
  • Expand or collapse the preview in a list view = SPACEBAR
  • Open the selected record = ENTER
  • Select all records on the current page = CTRL+A

Dialog Box 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
  • Auto-complete lookup fields such as Primary Contact = Type a couple letters and CTRL+K 

Form Shortcuts    

  • Save = CTRL+S or SHIFT+F12
  • Save and close = ALT+S
  • Expand or collapse Form Assistant = CTRL+SHIFT+F
  • Cancel edits and close (Close) = ESC
  • Delete the record = CTRL+D
  • Save and then open a new form (Save and New) = CTRL+SHIFT+S

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: