The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.
Keyboard shortcuts can help you quickly and efficiently enter data in Finance and Operations apps.
Note
The keyboard shortcuts described here refer to the United States keyboard layout. Keys on other keyboard layouts might not correspond exactly to the keys on a US keyboard.
Some of the shortcuts on this page are key chords, meaning they require two consecutive sets of key combinations (separated by a comma) that need to be independently pressed to trigger the required action. For example, the shortcut "Alt+M,A" requires the user to first press "Alt+M", release the keys, and then press "A".
Finding a shortcut
Users can discover currently available shortcuts directly from the user interface. Simply right-click on a control and select View shortcuts. This will open a dialog box showing the shortcuts you can use based on where you are on the page. Alternatively, you can press Alt+Shift+K to open this dialog box (and press Alt+Shift+K a second time to see all currently available shortcuts for the page).
Action shortcuts
To do this
Press
Open action search
Ctrl+' or Alt+Q
Move to the standard Action Pane
Alt+M,A or Ctrl+F6
Open a tab on the Action Pane or a menu
Enter or Space or Alt+Down arrow
Move to next/previous option in a menu
Down arrow / Up arrow
Close a tab on the Action Pane or a menu
Esc
Simulate a right-click
Shift+F10
Open the context menu
Ctrl+F10
Execute the default button on a form/dialog box
Alt+Enter
Click a button or tile
Enter or Space
View refresh information for a count tile
Alt+Up arrow
View currently available shortcuts
Alt+Shift+K
Date picker shortcuts
To do this
Press
Open the date picker
Alt+Down arrow
Move between dates in the date picker
Ctrl+Arrow keys
Move to the next/previous month
Page down / Page up
Move to the next/previous year
Ctrl+Shift+Page down / Ctrl+Shift+Page up
Move to today
Ctrl+Home
Pick today's date
T
Clear the selected date
C
Pick Never (or the max date)
N
FactBox shortcuts
To do this
Press
Open the FactBox pane (or move focus to the FactBox pane if it is already open)
Alt+M,B or Ctrl+F2
Close the FactBox pane (with focus in the FactBox pane)
Esc
Move to the next/previous FactBox (with focus in the FactBox pane)
Alt+Shift+Down arrow / Alt+Shift+Up arrow
Move to the <n>th FactBox (with focus in the FactBox pane)
Alt+<n> (<n> = 1-9)
Expand a FactBox (with focus on the FactBox header)
Space or Enter
Collapse the current FactBox
Alt+0
Filtering shortcuts
To do this
Press
Open grid filtering for the current column
Ctrl+G
Close grid filtering for the current column
Esc
Open the Filter pane (or switch focus between the Filter pane and the main form if the Filter pane is already open)
Alt+M,F or Ctrl+F3
Close the Filter pane (with focus in the Filter pane)
Esc
Open advanced filtering/sort
Ctrl+Shift+F3
Form shortcuts
To do this
Press
Create a new record
Alt+N
Delete a record
Alt+Del or Alt+F9
Save record
Alt+S or Ctrl+S
Revert (restore)
Ctrl+Shift+F5
Data refresh
Shift+F5
Move to the visible first field on the form
Alt+Shift+F
Toggle edit mode
F2
Attach a document
Ctrl+Shift+A
Export to Excel
Ctrl+Shift+E
Move to the previous record (outside a grid)
Ctrl+Up arrow
Move to the next record (outside a grid)
Ctrl+Down arrow
Move to the first record (outside a grid)
Ctrl+Home
Move to the last record (outside a grid)
Ctrl+End
Close the form (click Back)
Esc
Close the form with explicit save
Shift+Esc
Close the form discarding any unsaved changes
Alt+Shift+Q
Form navigation shortcuts
To do this
Press
Move to the next/previous field
Tab / Shift+Tab
Move to the next/previous tab
Alt+Shift+Right arrow / Alt+Shift+Left arrow
Move to the <n>th tab
Alt+Shift+<n> (<n> = 1-9)
Move to the next/previous FastTab
Alt+Shift+Down arrow / Alt+Shift+Up arrow
Move to the <n>th FastTab
Alt+<n> (<n> = 1-9)
Move to the next/previous blade (vertical tab)
Alt+Shift+Right arrow / Alt+Shift+Left arrow
Move to the <n>th blade (vertical tab)
Alt+Shift+<n> (<n> = 1-9)
Expand a FastTab (with focus on the FastTab header)
Space or Enter
Collapse the current FastTab
Alt+0
Switch to grid view
Ctrl+Shift+G
Switch to details view
Ctrl+Shift+D
Switch to header view
Ctrl+Shift+H
Switch to lines view
Ctrl+Shift+L
Grid shortcuts
To do this
Press
Vertical scrolling
Mouse wheel
Horizontal scrolling
Shift + Mouse wheel
Move to the next/previous column
Tab / Shift+Tab
Move to the next/previous row
Down arrow / Up arrow
Move to the next/previous row without selecting
[!NOTE] This shortcut applies to multi-select scenarios only.
Ctrl+Up arrow / Ctrl+Down arrow
Select/clear the current row
[!NOTE] This shortcut applies to multi-select scenarios only.
Ctrl+Space / Ctrl+Click
Add the next/previous row to the selected set
[!NOTE] This shortcut applies to multi-select scenarios only.
Shift+Space
Add a range of rows to the selected set
[!NOTE] This shortcut applies to multi-select scenarios only.
Shift+Click
Go to the next/previous page of data
Page up / Page down
Create a new row at the bottom of the grid
Down arrow (from the last row)
Move to the first record
Ctrl+Home
Move to the last record
Ctrl+End
Select or clear all rows
Ctrl+Shift+M
Move to the first marked row
Alt+Shift+M, F
Move to the next marked row
Alt+Shift+M, L
Move to the previous marked row
Alt+Shift+M, P
Moved to the last marked row
Alt+Shift+M, N
Execute the default action in a grid
[!NOTE] This shortcut is enabled when focus is on a cell containing a hyperlink and all cells in that column have hyperlinks.
Enter
Toggle focus between the selected row and the header row
Alt+Shift+H
Make the current column larger/smaller (with focus in the header row)
Right arrow / Left arrow
Move the current column to the next/previous position (with focus in the header row)
Ctrl+Shift+Right arrow / Ctrl+Shift+Left arrow
Open grid filtering for the current column (with focus in the header row)
Enter
Resize the current column to fit the contents (with focus in the header row)
A (or double click on the column sizing handle)
Input control shortcuts
To do this
Press
Open the hyperlink
Ctrl+Enter
Enter the session date in a date field
D
Enter the current date in a date field
T
Open lookup, combo box, date picker, drop dialog box
Alt+Down arrow
Close lookup, combo box, date picker, drop dialog box
Esc
Move focus into a lookup (when the lookup is already open)
Alt+Down arrow
Open the control's enhanced preview
Alt+Up arrow
Select text in the current field
Ctrl+A
Enter/leave the text area in an HTML editor control
Alt+Down arrow / Alt+Up arrow
Switch focus between the text area and the toolbar in an HTML editor control
F6
Messaging shortcuts
To do this
Press
Go to the Message Center
Ctrl+Shift+F7
Go to the Message Bar
Ctrl+F7
Navigation shortcuts
To do this
Press
Go to the dashboard
Alt+Shift+Home
Move to the navigation bar
Alt+M,N or Alt+Shift+F1
Move to the company picker
Ctrl+Shift+O
Search for a page
Ctrl+/ or Alt+G
Open the help pane
Ctrl+?
Open the trace parser
Alt+Shift+T
Move to the navigation pane
Alt+F1
Add/remove form as a favorite (with focus on a form in the navigation pane)
Shift+F
Move to the standard Action Pane
Alt+M,A or Ctrl+F6
Move to the Filter pane (which may include opening it)
Alt+M,F or Ctrl+F3
Move focus to the page content (with focus in the Filter pane)
Alt+M,M or Ctrl+F3
Move to the navigation list on Details form (which may include opening it)
Alt+M,S or Ctrl+F8
Move focus to the page content (with focus in the navigation list)
Alt+M,M or Ctrl+F8
Close the navigation list on Details form (with focus in the navigation list)
Esc
Move to the main page content (with focus in another pane)
Alt+M,M
Move to the FactBox pane (which may include opening it)
Alt+M,B or Ctrl+F2
Note
The Streamline tabbing behavior in full-page forms feature, introduced in version 10.0.26, allows users to tab through all regions of a page without requiring the mouse or a dedicated keyboard shortcut to move between regions. You can still use the existing keyboard shortcuts (such as Alt+M key chord shortcuts) to move quickly between the regions on a page.
Toggle the visibility of the Task recorder pane (while recording)
Alt+R,T
Toggle Rails mode (while playing a task guide)
Alt+R,L
Go to the previous step (while playing a task guide)
Alt+R,P
Go to the next step (while playing a task guide)
Alt+R,N
Toggle focus between the page and the animated pop-up prompt (while playing a task guide)
Alt+R,F
Expand/collapse the animated pop-up prompt (while playing a task guide)
Alt+R,C
Show more/less information in the animated pop-up prompt (while playing a task guide)
Alt+R,M
Focus management
Focus management describes how user focus is handled in an application. Finance and Operations apps have specialized focus behaviors that are intended to optimize user productivity, especially for data entry scenarios. Focus behaviors include the following:
When a page is loaded, the first editable input control on the page will have focus and can accept user input immediately. If there is no editable input control on the page, the fallback option for initial focus is the first input control on the page followed by the first, focusable control on the page.
Typically when a button is selected, the action is processed and focus may return to the page. When this happens, focus tends to return to the button control that was selected. This is true in Finance and Operations apps except when the button is located in the Action Pane or on a toolbar. In these cases, when the action completes, focus returns to the last control outside of the Action Pane (or toolbar) that had focus before the button was selected.