Use keyboard shortcuts in Dynamics 365 Customer Engagement applications

Applies to Dynamics 365 (online), version 8.x

Keyboard shortcuts give you an alternate way to do common tasks, instead of using your mouse or tapping with your finger. They help in seamless navigation of the interface.

Note

The shortcut keys described in this section refer to the U.S. keyboard layout. Depending on your country/region and layout, you may not have the same keys.

Keyboard shortcuts applicable to all Dynamics 365 applications

The keyboard shortcuts in this topic apply to all Dynamics 365 applications:

Forms

The following keyboard shortcuts are included in Dynamics 365 forms:

To Select
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
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
Open the lookup menu with the most recently used items in alphabetical order Alt+Down Arrow
Open a lookup drop-down list Enter
Close a lookup drop-down list Esc
Open a record found in lookup with forms in Edit mode Enter
Add a step in the business process editor Alt+Shift+N
Tab to the Command Bar Ctrl+[ or Ctrl+]
Add an article to an email Shift+Alt+A
Apply an email template (when editing an email message) Shift+Alt+T
Tab to the first section on a form or the first tab on a grid Ctrl+Shift+1
Tab to a form's associated grid navigation button Ctrl+Shift+2
Tab to the Navigation bar Ctrl+Shift+3
Tab to the Main menu button on the Navigation bar Ctrl+Shift+8

Editable grids (views)

If editable grids (views) have been enabled by your administrator, you can edit data directly in a grid (view). The following table lists the keyboard shortcuts:

To Select
Move to next field Tab Or Right Arrow (→) key
Move to previous field Shift+Tab Or Left Arrow (←) key
Move to the cell above (or column header from the first row) Up Arrow (↑) key
Move to the cell below Down Arrow (↓) key Or Enter, when cell is not in edit mode
Go to edit mode for Text, Number, and Simple fields when the focus is on a field Type the value directly to overwrite the existing value Or Spacebar to continue modifying the existing value Or F2 to select the existing value
Go to edit mode for Date and Time fields Type the value directly Or F4 or Alt+↓ to display the date/time picker
Go to edit mode for drop-down (Lookup, Option Set) fields Spacebar to drop down the list
Go to edit mode for Two Options fields Spacebar to switch between the two options Or F4 Or Alt+↓ to drop down the list
Move between entries in an open drop-down list Up/Down (↑/↓) Arrow keys
Select an option in an open drop-down list Enter
Close an open drop-down list Esc
Cancel your edits Esc
Navigate to and open the lookup record Spacebar when the focus is on (→) icon
Move to next page (if any) PgDn
Move to previous page (if any) PgUp
Move to the column header when the focus is in the grid Up (↑) Arrow key
Sort by column when the focus is on the column header Spacebar
Move to Save button when the focus is on the column header (if any unsaved data) Tab
Move to Refresh button when the focus is on the column header Tab

Additional shortcut keys for specific apps, are listed below:

Unified Service Desk

App designer, site map designer, and My Apps page

If you use a screen reader, follow the steps given below to access any of the submenus that are displayed when you hover the mouse over a navigation link.

  1. Navigate between the menu options using standard link navigation.
  2. Activate the link by selecting Enter or the space key as you would usually do. A list of submenus will be displayed.
  3. To access these submenu options, use the assistive technology (AT) shortcut key to navigate to the next button. For example, if you use the NVDA screen reader, you would use the “b” shortcut key (NVDA+b). To navigate through all the options, select the key repeatedly.

Important

There are several areas in the user interface (UI) that have auto-collapse built in for menus. This includes the Navigation Bar and Form Navigation. Both expand when selected, but after 30 seconds of inactivity, the items collapse.

If you’re in a record, for example a lead, this section shows you the keyboard shortcuts to navigate through the different stages in the sales process to qualify the lead, and how to make selections in those stages. For example, if you want to move easily from the Qualify stage through to the Close stage, try these keyboard actions:

  • After you select a stage, get to the fields by selecting the down arrow.
  • If a stage is collapsed, just select Enter to expand it.

Note

The process name is an icon at the bottom of the page, not the top.

  • Keyboard shortcuts in Windows: If you are using Windows operating system, select the following link and choose the version number from the drop-down. You can view all the shortcuts that are applicable to a Windows environment. See Windows keyboard shortcuts
  • Keyboard shortcuts in Mac: If you are using Mac operating system, select the following link to view all the shortcuts that are applicable to a Mac environment. See Mac keyboard shortcuts

See also

Accessibility for people with disabilities