Move around CRM by using keyboard shortcuts

Keyboard shortcuts give you an alternate way to do common tasks, instead of using your mouse or tapping with your finger. And because many keyboard shortcuts are the same across all Microsoft products, some of these might already be familiar to you.


Note

The shortcut keys described in this section refer to the U.S. keyboard layout. Depending on your country/region and layout, you may not have the same keys.


Navigate submenus with a screen reader

If you use a screen reader, this section shows you how to access any of the submenus that are displayed when you hover the mouse over a navigation link.

  1. Navigate between the menu options using standard link navigation.

  2. Activate the link by pressing Enter or the space key as you would usually do. A list of submenus will be displayed.

  3. To access these submenu options, use the assistive technology (AT) shortcut key to navigate to the next button. For example, if you use the NVDA screen reader, you would use the “b” shortcut key (NVDA+b). To navigate through all the options, press the key repeatedly.


    Important

    There are several areas in the user interface (UI) that have auto-collapse built in for menus. This includes the Navigation Bar and Form Navigation. Both expand when clicked, but after 30 seconds of inactivity, the items collapse.


Navigate through stages of a process using the keyboard

If you’re in a record, for example a lead, this section shows you the keyboard shortcuts to navigate through the different stages in the sales process to qualify the lead, and how to make selections in those stages. For example, if you want to move easily from the Qualify stage through to the Close stage, try these keyboard actions:

  • After you select a stage, get to the fields by pressing the down arrow.

  • If a stage is collapsed, just press Enter to expand it.


Note

The process name is an icon at the bottom of the page, not the top.


Move around CRM forms using keyboard shortcuts

The following keyboard shortcuts are included in Microsoft Dynamics CRM forms:

To

Press

Move to the next option, option group, or field

Tab

Move to the previous option, option group, or field

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

Save

Ctrl+S or Shift+F12

Save and Close

Alt+S

Cancel edits and close (Close)

Esc

Open search

Spacebar

Delete the record (when forms are in Edit mode)

Ctrl+D

Save and then open a new form (Save and New) (when forms are in Edit mode)

Ctrl+Shift+S

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

Alt+Down Arrow

Open a lookup drop-down list

Enter

Close a lookup drop-down list

Esc

Open a new instance of Microsoft Dynamics CRM

Ctrl+K

Open a record found in lookup with forms in Edit mode

Enter

Add a step in the business process editor

Alt+Shift+N

Tab to the Command Bar

Ctrl+[ or Ctrl+]

Add an article to an email

Shift+Alt+A

Apply an email template (when editing an email message)

Shift+Alt+T

Tab to the first section on a form or the first tab on a grid

Ctrl+Shift+1

Tab to a form's associated grid navigation button

Ctrl+Shift+2

Tab to the Navigation bar

Ctrl+Shift+3

Tab to the Main menu button on the Navigation bar

Ctrl+Shift+8

Applies To

Dynamics CRM 2013

Dynamics CRM 2015

Dynamics CRM 2016

Dynamics CRM Online