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Microsoft Technical Tips and Tricks

Let's face it, in today's fast paced world we're  all looking for ways to get more done in less time. And, keyboard shortcuts are a great way to make sure that the time you spend on the computer will be as productive as possible.


One of the reasons Microsoft Dynamics CRM has become so popular among companies of every shape and size is that it looks and feels so much like the Office suite you’ve been using for years. So, there’s a feeling of familiarity, even when starting the program for the very first time.

Even many of the keyboard shortcuts you depend on in Microsoft Office such as Ctrl + X, Ctrl + V and Ctrl + C work exactly the same way in Dynamics CRM. Beyond these though, there are several more keyboard shortcuts specific to Dynamics CRM to help make your life easier.

Here’s a list of my 10 favourite Dynamics CRM 2013 keyboard shortcuts:

  1. Ctrl + S or Shift + F12 –> Save
  2. Alt + S –> Save and Close
  3. Esc –> Cancel a command, or close a selected list or dialog box
  4. Ctrl + D –> Delete the record (when forms are in Edit mode)
  5. Ctrl + Shift +S –> Save and then open a new form (Save and New) (when forms are in Edit mode)
  6. Alt + Down Arrow –> Open the lookup menu with the most recently used items in alphabetical order
  7. Ctrl + Shift+ 2 –> Open the list menu (when forms are in Edit mode)
  8. Ctrl + Enter –> Open a record found in lookup with forms in Read-optimized mode
  9. Alt +Shift +N –> Add a step in the business process editor
  10. Ctrl + Shift + 3 –> Tab to the Navigation Pane


Deleting a document 

1. Select the document by putting a check next to it.


2. Go to Files tab > Delete Document:


Finding a deleted document

To recover a deleted document click on Site Content:


then click on Recycling Bin

Posted by: Dave Paylor, Team Leader, Portals & Productivity Solutions Office365 | 20 May 2015

Tags: Enterprise Applications, enterprise portals, tips and tricks

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