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.
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.
Additional shortcut keys for specific apps, are listed below:
The following keyboard shortcuts are included in Dynamics 365 forms:
|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|
|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:
|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|
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.
- Navigate between the menu options using standard link navigation.
- Activate the link by pressing Enter or the space key as you would usually do. A list of submenus will be displayed.
- 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, press the key repeatedly.
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 clicked, but after 30 seconds of inactivity, the items collapse.
Navigating through stages of a process
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 pressing the down arrow.
- If a stage is collapsed, just press Enter to expand it.
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, click 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, click the following link to view all the shortcuts that are applicable to a Mac environment. See Mac keyboard shortcuts