64 Shortcuts for Dynamics SL 2015

Jump to: General Shortcuts, Function Key Shortcuts, Navigation in forms, Grid/View Shortcuts

1. General Shortcuts

Ctrl+N

New

Ctrl+A

Select All

Ctrl+S

Save

Ctrl+D

Delete

Ctrl+F

Finish

Ctrl+C

Copy

Ctrl+V

Paste

Ctrl+Home

First

Ctrl+End

Last

Ctrl+Z

Undo paste

PgDn

Moves you record by record to most recently created

PgUp

Moves you record by record to oldest document

2. Function Key Shortcuts

F1

Opens SL Help specific to the screen you are on

F2

In a date field, brings up the relative period or relative date values
in a text field, allows enables cursor movement inside the field (including “Home” & “End”)

F3

Opens PV list or the calendar on date fields. If you prefer the mouse, double right click on the field

F4

Toggles between “Field View” and “Grid View” (same as double left click)

F5

Clears the value in a field

F7

Inserts today’s date in a date field

F9

Opens “Note” for editing

F10

Puts focus on the Solomon Tool Bar

Alt+F3

Perform a search (same as clicking the Magnifying Glass icon)

3. Navigation in forms

Tab

Move to the next option, option group, or field

Shift+Tab

Move to the previous option, option group, or field

Enter

Complete the command for the active option or button

Arrow keys

Move between options in an open list, or between options in a group of options

Esc

Cancel a command, or close a selected list or dialog box

Ctrl+S/Shift+F12

Save

Alt+S

Save and Close

Esc

Cancel edits and close (Close)

Spacebar

Open search

Ctrl+D

Delete the record (when forms are in Edit mode)

Ctrl+Shift+S

Save and then open a new form (Save and New) (when forms are in Edit mode)

Alt+Down Arrow

Open the lookup menu with the most recently used items in alphabetical order

Enter

Open a lookup drop-down list

Esc

Close a lookup drop-down list

Ctrl+K

Open a new instance of Microsoft Dynamics 365

Enter

Open a record found in lookup with forms in Edit mode

Alt+Shift+N

Add a step in the business process editor

Ctrl+[/Ctrl+]

Tab to the Command Bar

Shift+Alt+A

Add an article to an email

Shift+Alt+T

Apply an email template (when editing an email message)

Ctrl+Shift+1

Tab to the first section on a form or the first Tab on a grid

Ctrl+Shift+2

Tab to a form's associated grid navigation button

Ctrl+Shift+3

Tab to the Navigation bar

Ctrl+Shift+8

Tab to the Main menu button on the Navigation bar

4. Grid/View Shortcuts

Tab/Right Arrow

Move to next field

Shift+Tab/Left Arrow

Move to previous field

Up Arrow

Move to the cell above (or column header from the first row)

Down Arrow/Enter

Move to the cell below/When cell is not in edit mode

Type the value directly to overwrite the existing value/F2

Go to edit mode for Text, Number, and Simple fields when the focus is on a field

Type the value directly/F4/Alt+Down Arrow to display the date/time picker

Go to edit mode for Date and Time fields

Spacebar to drop down the list

Go to edit mode for drop-down (Lookup, Option Set) fields

Spacebar to switch between the two options/F4/Alt+Down Arrow to drop down the list

Go to edit mode for Two Options fields

Up Arrow/Down Arrow

Move between entries in an open drop-down list

Enter

Select an option in an open drop-down list

Esc

Close an open drop-down list

Esc

Cancel your edits

Spacebar when the focus is on (→) icon

Navigate to and open the lookup record

PgDn

Move to next page (if any)

PgUp

Move to previous page (if any)

Up Arrow

Move to the column header when the focus is in the grid

Spacebar

Sort by column when the focus is on the column header

Tab

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

Created by rank17 on 3/6/2017. Last updated by guest on 1/1/2010

 

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Dynamics SL Shortcuts

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