In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Does your team complain about the number of clicks in CRM? Are you looking for ways to minimize mouse usage? Would you like to get your data into CRM more quickly? The How-to Portal is a great place to go for all kinds of Dynamics CRM User Basics, but in this post we're going to focus purely on minimizing clicks. Check out these helpful CRM 2011 keyboard shortcuts to complete some of the everyday tasks in CRM!
Save | CTRL + S |
Save & Close | ALT + S |
Save & New | CTRL + Shift + S |
Copy | CTRL + C |
Paste | CTRL + V |
Undo | CTRL + Z |
Close a Window/Tab | Esc |
Move forward through a form’s fields | Tab |
Move backward through a form’s fields | Shift + Tab |
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 |
Move 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 |
Display the Shortcut Menu for the selected item | Shift + F10 |
Move Up through a list of records | Up Arrow |
Move Down through a list of records | Down Arrow |
Open the selected record | Enter |
Select all records on the current page | CTRL + A |
Select multiple rows in a list sequentially | Shift + Up Arrow or Shift + Down Arrow |
Select multiple rows in a list non-sequentially | Tab to the checkbox + spacebar |
Publish Form Editor customization | CTRL + Enter |
Open the Lookup menu with the most recently used items in alphabetical order | ALT + Down Arrow |
That's it! How to minimize clicks with CRM 2011 keyboard shortcuts. If you want to look into even more ways to improve efficiency, PowerObjects offers several CRM add-ons for productivity.
Happy CRM'ing!