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
Table of Contents
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.
FAQs
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.
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