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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!

SaveCTRL + S
Save & CloseALT + S
Save & NewCTRL + Shift + S
CopyCTRL + C
PasteCTRL + V
UndoCTRL + Z
Close a Window/TabEsc
Move forward through a form’s fieldsTab
Move backward through a form’s fieldsShift + Tab
Move to the first Tab on the RibbonCTRL + [
Move to the last Tab on the RibbonCTRL + ]
Move the insertion point to the start of the next wordCTRL + Right Arrow
Move insertion point to the start of the previous wordCTRL + Left Arrow
Select all text in the current fieldCTRL + A
Display the System Menu for the active windowALT + Spacebar
Display the Shortcut Menu for the selected itemShift + F10
Move Up through a list of recordsUp Arrow
Move Down through a list of recordsDown Arrow
Open the selected recordEnter
Select all records on the current pageCTRL + A
Select multiple rows in a list sequentiallyShift + Up Arrow or Shift + Down Arrow
Select multiple rows in a list non-sequentiallyTab to the checkbox + spacebar
Publish Form Editor customizationCTRL + Enter
Open the Lookup menu with the most recently used items in alphabetical orderALT + 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!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.