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Microsoft Dynamics CRM 4.0 Keyboard Shortcuts

Dec 16, 2008
Tips & Tricks

Users always want to save as much time as possible. I’ve found that most users know Cut, Copy, and Paste (CTRL+X, CTRL+C, CTRL+V) but usually don’t know there are a bunch of keyboard shortcuts for Microsoft Dynamics CRM 4.0. Here are a few:

General Shortcuts

  • Copy text = CTRL+C
  • Paste text = CTRL+V
  • Undo previous text change = CTRL+Z
  • Save a record = CTRL+S
  • Close a record = CTRL+F4
  • Cut text = CTRL+X
  • Delete text = DELETE
  • Delete text without putting it on the Clipboard = SHIFT+DELETE
  • Move the insertion point to the start of the next word = CTRL+RIGHT ARROW
  • Move the 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
  • Move forward through the form’s fields = TAB
  • Move backward through the form’s fields = SHIFT+TAB
  • Display the shortcut menu for the selected item = SHIFT+F10
  • Display the corresponding menu = ALT + the key for the underlined letter in the menu name
  • Cancel the current task or command, or close a selected list or dialog box = ESC
  • Move up through a list of records = UP ARROW
  • Move down through a list of records = DOWN ARROW
  • Expand or collapse the preview in a list view = SPACEBAR
  • Open the selected record = ENTER
  • Select all records on the current page = CTRL+A

Dialog Box Shortcuts

  • Move to the next option or option group = TAB
  • Move to the previous option or option group = SHIFT+TAB
  • Complete the command for the active option or button = ENTER
  • Move between options in an open list, or between options in a group of options = ARROW keys
  • Cancel a command, or close a selected list or dialog box = ESC
  • Auto-complete lookup fields such as Primary Contact = Type a couple letters and CTRL+K

Form Shortcuts

  • Save = CTRL+S or SHIFT+F12
  • Save and close = ALT+S
  • Expand or collapse Form Assistant = CTRL+SHIFT+F
  • Cancel edits and close (Close) = ESC
  • Delete the record = CTRL+D
  • Save and then open a new form (Save and New) = CTRL+SHIFT+S
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TIP: How to Create Dynamics CRM Shortcuts in Microsoft Outlook

Oct 3, 2008
Tips & Tricks
Dynamics CRM Shortcuts in Microsoft Outlook Favorite Folders
Dynamics CRM Shortcuts in Microsoft Outlook Favorite Folders

A key part of a successful CRM implementation is user adoption. Because every company and each employee has their own way of doing things both need to be taken into consideration during the analysis and design phases. Fine-tuning the CRM interface for teams or even individuals helps them become more comfortable using CRM and most likely more efficient.

Dynamics CRM has extensive capabilities and includes a ton of features and functions. Because of this the Dynamics CRM folder structure in Outlook can look a bit lengthy. During the analysis and design phases sections that users don’t use should be removed. As an example, maybe your salespeople won’t be using any of the functions in the Service module so it probably should be removed from the sales team’s menu. 

There are some additional options for further personalizing Dynamics CRM. When I’m working with clients one thing I’ve found most users really like is Dynamics CRM shortcuts in Outlook. This enables them to add a list of frequently used CRM folders in the Outlook Favorites area. This is really handy because maybe they use a lot of different functions in CRM and need access to them but they spend most of their time in a couple of areas such as Leads, Contacts, and Activities.

In the image to the right is the folder section of Microsoft Outlook 2007. At the top is the Favorites Folders section where I’ve added several Dynamics CRM folders to the standard Outlook folders. Now you can quickly access your key areas of CRM. 

To add Dynamics CRM folders to Outlook’s Favorite Folders: 
·         Click the desired Dynamics CRM folder (e.g. Accounts, Contacts, etc)
·         Press your right mouse button
·         Select “Add to Favorite Folders” from the menu

The Dynamics CRM folder should now appear in the Favorite Folders section. You can change the order of the Favorite Folders by dragging and dropping the folders or by right-clicking a folder with your mouse and selecting “Move Up in List” or “Move Down in List”.

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