Recently, I was prepping my team on how to deliver a Training Manual for a CRM 2013 implementation. I was keen to include the CRM 2013 keyboard shortcuts as part of the training manual. That’s when I found a section in the Microsoft Dynamics CRM User Guide which lists the Keyboard shortcuts for CRM 2013.
You can download the Microsoft Dynamics CRM 2013 User Guide here.
Below are some of the keyboard shortcuts you can make use of.
Note: The shortcut keys described in this section refer to the U.S. keyboard layout.
Form keyboard shortcuts
| Operation | Command |
| 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 |
| 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 |
| Save | Ctrl+S or Shift+F12 |
| Save and Close | Alt+S |
| Cancel edits and close (Close) | Esc |
| Open search | Spacebar or Enter |
| Delete text from a field | Backspace |
| Delete the record (when forms are in Edit mode) | Ctrl+D |
| Save and then open a new form (Save and New) (when forms are in Edit mode) | Ctrl+Shift+S |
| Tab | |
| Open the lookup menu with the most recently used items in alphabetical order | Alt+Down Arrow |
| Open the list menu (when forms are in Edit mode) | Ctrl+Shift+2 |
| Navigate to the next item on the list (when forms are in Edit mode) | Ctrl+> |
| Navigate to the previous item on the list (when forms are in Edit mode) | Ctrl+< |
| 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 Sales Process Configuration Tool | Al+Shift+N |
| Add a stage in the Sales Process Configuration Tool | Alt+Shift+M |
| Tab to Command Bar when in the updated user experience | Ctrl + [ |
| Tab to process control when in the updated user experience | Ctrl + ] |
| Tab to the Navigation pane | Ctrl + Shift + 3 |
| Tab to main work area when editing a form in the updated user experience | Ctrl + Shift + 1 |
Mac keyboard shortcuts
If you are a Mac user, the below shortcut keys apply.
| Action | Windows Keys | Mac Keys | Notes |
| Tab | TabShift+Tab | TabShift+Tab | Enable Tabbing in System Preferences and Safari Preferences (refer to Apple and Safari documentation). |
| Access keys | Alt + Access key | Ctrl + Alt + Access key | For example, the Next button uses N as its access key. |
| Microsoft Dynamics CRM Shortcut keys | Ctrl + key | Ctrl + key | For example, move to the first tab in the ribbon control with Ctrl + {. Save using Ctrl + S. |
| Activate Control | Space / Enter | Space / Enter | |
| Close topmost window | Window + W | Command + W | Refer to Apple support documentation. |
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