CRM 4.0 Keyboard Shortcuts

January 8, 2009 by JFerguson

I am constantly asked by users, what are the Keyboard shortcuts for Microsoft CRM … so without any further explanation - here they are!

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

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