Keyboard Shortcuts for Microsoft Dynamics CRM 2013

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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