Top 10 keyboard shortcuts for Microsoft Dynamics CRM

Published: May 25, 2007

Did you know you can save a record by pressing ALT + S on the keyboard? There are many convenient keyboard shortcuts that you can use to speed up your work. Keyboard shortcuts can even be more ergonomic than using your mouse in some cases. In addition to common shortcuts, such as CTRL+C to copy and CTRL+V to paste, here are 10 keyboard shortcuts you may find useful.

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Top 10 keyboard shortcuts
To do thisPress

Select all text in the current field or current list

CTRL+A

Close an active form

ALT+F4

Move forward through a form's fields

TAB

Move backward through a form's fields

SHIFT+TAB

Save a form

CTRL+S or SHIFT+F12

Save and close a form

ALT + S

Expand/collapse Form Assistant

CTRL+SHIFT+F

Cancel edits and close a form

ESCAPE

Delete a record

CTRL+D

Save and then open a new form

CTRL+SHIFT+S

For more keyboard shortcuts, search the Microsoft CRM online Help for “keyboard shortcuts.”

You can also use keyboard shortcuts to zip around the Microsoft CRM client for Outlook folders in Microsoft Office Outlook. Although there are no shortcuts available that are specific to Microsoft CRM client for Outlook, here are the top ten Outlook shortcuts that I find useful.

Top 10 Outlook keyboard shortcuts
To do thisPress

Switch to Mail

CTRL+1

Switch to Inbox

CTRL+SHIFT+I

Switch to Outlook Calendar

CTRL+2

Switch to Outlook Contacts

CTRL+3

Switch to Outlook Tasks

CTRL+4

Display the Address Book

CTRL+SHIFT+B

Create a new Appointment

CTRL+SHIFT+A

Create a new Contact

CTRL+SHIFT+C

Create a new Task

CTRL+SHIFT+K

Check Spelling

F7

For more Outlook shortcuts, in the Type question for Help box, type “Outlook keyboard shortcuts”.

The shortcut keys described here refer to the U.S. keyboard layout. Keys on other layouts might not correspond exactly to the keys on a U.S. keyboard.



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