Keyboard Shortcuts in MSCRM

David Fronk Dynamic Methods Inc. 1/09/2009 04:43:00 PM

---

I'm all about using CRM more efficiently and if I can limit my time going from mouse to keyboard I'm much happier. Here are some keyboard shortcuts that I found to be really useful:
From any CRM Form you may use:
Save - CTRL + S
Save and Close - ALT + S
Save and New - CTRL + SHIFT + S
Delete the record - CTRL + D
Close - ESC or ALT + F4
Expand or Collapse Form Assistant - CTRL + SHIFT + F
Move to next field - TAB
Move to previous field - SHIFT + TAB
Trigger lookup field to autofill (only in CRM 4.0) - CTRL + K
This is where you would type part of the word in the lookup field and instead of tabbing out of the field you can use CTRL + K to trigger the search to run and autofill the field.
All regular Windows shortcuts, such as:
Copy - CTRL + C
Cut - CTRL + X
Paste - CTRL + V
Select All - CTRL + A

You can search the MSCRM Help file for "Keyboard Shortcuts" and you can then find some more.

David Fronk
Dynamic Methods Inc.