70 Dynamics CRM Keyboard Shortcuts

for Windows

One of the ways to make your day-to-day task a little easier in Dynamics will be the Microsoft Dynamic CRM Shortcuts. There is nothing more important for the entrepreneur to understand the cruciality to build a strong relationship with the customers. CRM itself stands for Customer Relationship Management and Customers are the lifeline of every business.

Download Dynamics CRM Shortcuts PDF

Given below is the list of numerous Dynamic CRM Shortcuts, that will help you to operate more efficiently while working with the data in the interface. You might be familiar with many of the shortcuts hence making it easy to remember. Download the Dynamic CRM Shortcuts list in the form of a PDF.

Most used Dynamics CRM Shortcuts

Action Dynamics CRM Shortcut keys
Copy Ctrl + C
Paste Ctrl + V
Cut Ctrl + X
Undo Ctrl + Z
Redo Ctrl + Y
Save a record Ctrl + S
Close a record Esc
Publish Form Editor customization Ctrl + Enter
Prints the current page Ctrl + P
Delete text Delete
Renames the selected item F2
Delete selected text Shift + Delete
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 key
Move the insertion point to the start of the previous word Ctrl + Left Arrow key
Select all text Ctrl + A
Display the System menu for the active window Alt + Spacebar
Display the shortcut menu for the selected item Shift + F10
Cancel the current task Esc
Move up through a list of records Up Arrow key
Move down through a list of records Down Arrow key
Open the selected record Enter
Jump to the sitemap Ctrl + Shift + 3
Open the recently viewed pages and view the menu Ctrl + Shift + 7
Minimize ribbon Ctrl + Shift + 5

Read More: 55 Dynamics GP Shortcuts for Windows

Microsoft Management Console Shortcuts

Action Dynamics CRM Shortcuts
Opens a saved snap-in console Ctrl + O
Opens a new snap-in console Ctrl + N
Saves the open snap-in console Ctrl + S
Opens the Add or Remove Snap-in dialog box Ctrl + M
Opens a new window Ctrl + W
Refreshes the content of all snap-in console windows F5
Displays the MMC window menu Alt + Spacebar
Closes the snap-in console Alt + F4
Action menu Alt + A
View menu Alt + V
File menu Alt + F
Favourites menu Alt + O
Window menu Alt + W
Help menu Alt + H

Read More: 80 Dynamics NAV Shortcuts for Windows

Form Shortcuts

Action Dynamics CRM Shortcut keys
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
Save Ctrl + S
Save and Close Alt + S
Cancel edits and close Esc
Open Search Spacebar
Delete text from a field Backspace
Delete the record Ctrl + D
Save and then open a new form Ctrl + Shift + S
Move to another field or command Tab
Open the list menu Ctrl + Shift + 2
Navigate to the next item on the list Ctrl + GT
Navigate to the previous item on the list Ctrl + LT
Open lookup drop-down list Enter
Close lookup drop-down list Esc
Auto-resolve lookup value Ctrl + K
Open a record found in lookup with forms in Edit mode Enter
Open a record found in lookup with forms in Read-optimized mode Ctrl + Enter
Add a step in the business process editor Alt + Shift + N
Tab to the Navigation Pane Ctrl + Shift + 3

Activity Feed Shortcuts

Action Dynamics CRM Shortcut keys
Submit a post Alt + P
Post a status update Alt + S
Follow or unfollow Alt + F
Delete a selected post or comment Alt + L
Cancel a deletion Alt + C

The look and feel of Dynamic CRM are much like Office Suite. Hence making it even more popular. Salesforce CRM, a customer relationship management platform. Salesforce CRM does not consider whether you are a small, growing or a large enterprise workforce. Have a look at the Salesforce CRM Shortcuts listed here.


What is Dynamics CRM?

Dynamics CRM (Customer Relationship Management) is a software application developed by Microsoft that provides businesses with a platform to manage customer interactions and data.

How can I access Dynamics CRM shortcuts?

You can access Dynamics CRM shortcuts by pressing the Alt key on your keyboard. This will display a set of letters on the screen that correspond to different sections of the application. Pressing the appropriate letter will take you directly to that section.

What are some common Dynamics CRM shortcuts?

Some common Dynamics CRM shortcuts include pressing Alt+G to go to the Global Search field, Alt+H to go to the Home page, Alt+N to create a new record, and Alt+V to view the current record.


Back to top button