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Wouldn’t it be nice if we could all have more time in the day? With the fast-paced nature of our lives, sometimes it comes down to saving time on little things that really add up and make a difference in the course of a day. For example, think of the number of times you click on things every day and how much time that actually adds up to. Shortcuts are a great way to cut back on extra clicks, and Microsoft Dynamics CRM 2015 has some great ones! You probably use many of these actions already for other purposes, and now you can use them in CRM 2015 as well. Below is a chart of common shortcuts and what those shortcuts produce in CRM 2015. Take a look!

tips-and-tricks
ACTION

RESULT

Esc

Cancel or Close:

Cancel a command,

Close a Window, Tab or Selected List

Tab

Move forward to the next field or option

Shift + Tab

Move backward to previous field or option

Enter

Open selected record or

Complete command for active option or button selected

Spacebar

Open search

é

Move in upward direction through list of records or options in a group

ê

Move in downward direction through list of records or options in a group

CTRL + A

Select all:

Records on current page,

Text in current field,

CTRL + C

Copy

CTRL + D

Delete (only when in edit mode)

CTRL + K

Auto – Resolve lookup value

CTRL + S

Save

Shift + F12

Save

CTRL + V

Paste

CTRL + Z

Undo

CTRL + [


Move to first Tab on the Command Ribbon

CTRL + ]

Move to the last Tab on the Command Ribbon

CTRL + Enter

Publish Form Editor customizations

CTRL + Shift + 2

Open list menu – when in Edit mode

CTRL + Shift + 3

Move to the Navigation Bar

CTRL + Shift + S

Save and create New

ALT + S

Save and Close

Shift + é

Select multiple rows above sequentially

Shift + ê

Select multiple rows downward sequentially

With these handy tips and shortcuts you will be able to fly through your day like a pro! Try them out for yourself and let us know what other shortcuts you use in CRM to help streamline your daily tasks! You can always learn more tips and tricks for working in Dynamics CRM by subscribing to our blog.

Until next time readers, happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.