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Use keyboard shortcuts in Dynamics 365 Customer Engagement (on-premises)

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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Use keyboard shortcuts in Power Apps

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 following keyboard shortcuts apply across Dynamics 365 Customer Engagement (on-premises).

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.

Form shortcuts

Task Web Client Unified Interface
Complete the command for the active option or button Enter Enter
Cancel a command, or close a selected list or dialog box Esc Esc
Save Ctrl+S Ctrl+S
Save and Close Alt+S N/A
Cancel edits and close (Close) Esc Esc
Delete the record (when forms are in edit mode) Ctrl+D N/A
Save and then open a new form (Save and New) (when forms are in edit mode) Ctrl+Shift+S N/A
Open the lookup menu with the most recently used items in alphabetical order Down arrow Down arrow
Open a lookup drop-down list Enter Enter
Close a lookup drop-down list Esc Esc
Open a record found in lookup with forms in edit mode Enter Enter
Add an article to an email Shift+Alt+A N/A
Apply an email template (when editing an email message) Shift+Alt+T N/A
Navigate to the form notification N/A Ctrl+B

Form navigation shortcuts

Task Web Client Unified Interface
Move to the next option, option group, or field Tab Tab
Move to the previous option, option group, or field Shift+Tab Shift+Tab
Move between options in an open list, or between options in a group of options Arrow keys Arrow keys
Go to the Command Bar Ctrl+[ Or Ctrl+] N/A
Go to the landmark section of a page N/A Ctrl+[

Editable grids (views)

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

Task Web Client and Unified Interface
When the focus is on a column header, sort by column Enter key
when the focus is on a column header, open filter dialog Spacebar
When the focus is on the cells, move to the next field Right arrow (→) key
When the focus is on the cells, move to the previous field Left arrow (←) key
When the focus is on the column header, move to the next column header Tab
When the focus is on the column header, move to the previous column header Shift+Tab
Move to the cell above 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 Enter when the focus is on (→) icon
Move to the next page (if any) Page down key
Move to the previous page (if any) Page up key
Move to the column header when the focus is in the grid Shift+Tab
Move to the Save button when the focus is on the column header (if any unsaved data) Tab
Move to the Refresh button when the focus is on the column header Tab

Interactive dashboard shortcuts

Interactive dashboards enable new functionality, such as filtering, sorting, and quick actions. The following table lists the keyboard shortcuts that were added to Unified Interface-based apps.

Task Unified Interface
Activate a dashboard element (simulate left-click) Enter Or Spacebar
Move to the next element Tab
Move to the previous element Shift+Tab
Move to the next item within a dashboard element Down (↓) arrow key
Move to the previous item within a dashboard element Up (↑) arrow key
Close a menu Escape
Select a check box or radio button Spacebar
Modify the date range filter Ctrl+Alt+D
Show the visual filter pane Ctrl+Alt+V
Move to the global command bar Ctrl+Alt+A

Global filter shortcuts

Task Unified Interface
Open a menu Enter Or Spacebar Or Down (↓) arrow key
Activate a button Enter Or Spacebar
Move to the next element Tab
Move to the previous element Shift+Tab
Open a tree view control Right (→) arrow key
Close a tree view control Left (←) arrow key
Move to the next tree view node Up (↑) arrow key
Move to the previous tree view node Down (↓) arrow key
Move to the first tree view node Home
Move to the last tree view node End
Perform the default action for the tree view node Enter
Remove a filter Delete

Dashboard stream control shortcuts

Task Unified Interface
Move to the first command on the active dashboard stream's command bar Ctrl+Alt+Q
Move to the next element Tab
Move to the previous element Shift+Tab
Activate a button Enter Or Spacebar
Activate the Sort by field button and open flyout Enter Or Spacebar Or Down (↓) arrow key
Move to the next item Down (↓) arrow key
Move to the previous item Up (↑) arrow key
Move to the first item Home
Move to the last item End
Move to the next stream Ctrl+F6
Move to the previous stream Ctrl+Shift+F6
Close a menu Escape
Change the state of a check box Spacebar

Common controls

Chart shortcuts

Task Unified Interface
Move to the first element in a chart Tab
Move to the next data point Right (→) arrow key OR Down (↓) arrow key
Move to the previous data point Left (←) arrow key OR Up (↑) arrow key
Move to the first data point Home
Move to the last data point End
Move to the See More button in a Tag chart Tab
Move back from the See More button to the tags in a Tag chart Shift+Tab
Filter the dashboard when the focus is on a data point in an interactive dashboard Enter Or Spacebar

Date Time control shortcuts

Task Unified Interface
Open the date picker flyout Enter Or Spacebar Or Down (↓) arrow key
Activate the option and close the flyout Enter Or Spacebar
Move to the next item Down (↓) arrow key
Move to the previous item Up (↑) arrow key
Move to the first item Home
Move to the last item End
Close the date picker flyout Escape
Move to the next element Tab
Move to the previous element Shift+Tab
Select the calendar Enter Or Spacebar
Activate a button Enter Or Spacebar

Search results shortcuts

Task Unified Interface
Move to the next search result Up (↑) arrow key
Move to the previous search result Down (↓) arrow key
Move to the list of available views Right (→) arrow key
Move from the list of available views to search results Left (←) arrow key
Navigate between buttons Tab

If you use a screen reader, follow these steps 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 usually would. 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

Several areas in the user interface (UI) 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, 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 the 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

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Use keyboard shortcuts in Power Apps

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 following keyboard shortcuts apply across Dynamics 365 Customer Engagement (on-premises).

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.

Form shortcuts

Task Web Client Unified Interface
Complete the command for the active option or button Enter Enter
Cancel a command, or close a selected list or dialog box Esc Esc
Save Ctrl+S Ctrl+S
Save and Close Alt+S N/A
Cancel edits and close (Close) Esc Esc
Delete the record (when forms are in edit mode) Ctrl+D N/A
Save and then open a new form (Save and New) (when forms are in edit mode) Ctrl+Shift+S N/A
Open the lookup menu with the most recently used items in alphabetical order Down arrow Down arrow
Open a lookup drop-down list Enter Enter
Close a lookup drop-down list Esc Esc
Open a record found in lookup with forms in edit mode Enter Enter
Add an article to an email Shift+Alt+A N/A
Apply an email template (when editing an email message) Shift+Alt+T N/A
Navigate to the form notification N/A Ctrl+M

Form navigation shortcuts

Task Web Client Unified Interface
Move to the next option, option group, or field Tab Tab
Move to the previous option, option group, or field Shift+Tab Shift+Tab
Move between options in an open list, or between options in a group of options Arrow keys Arrow keys
Go to the Command Bar Ctrl+[ Or Ctrl+] N/A
Go to the landmark section of a page N/A Ctrl+[

Editable grids (views)

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

Task Web Client and Unified Interface
When the focus is on a column header, sort by column Enter key
when the focus is on a column header, open filter dialog Spacebar
When the focus is on the cells, move to the next field Right arrow (→) key
When the focus is on the cells, move to the previous field Left arrow (←) key
When the focus is on the column header, move to the next column header Tab
When the focus is on the column header, move to the previous column header Shift+Tab
Move to the cell above 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 Enter when the focus is on (→) icon
Move to the next page (if any) Page down key
Move to the previous page (if any) Page up key
Move to the column header when the focus is in the grid Shift+Tab
Move to the Save button when the focus is on the column header (if any unsaved data) Tab
Move to the Refresh button when the focus is on the column header Tab

Interactive dashboard shortcuts

Interactive dashboards enable new functionality, such as filtering, sorting, and quick actions. The following table lists the keyboard shortcuts that were added to Unified Interface-based apps.

Task Unified Interface
Activate a dashboard element (simulate left-click) Enter Or Spacebar
Move to the next element Tab
Move to the previous element Shift+Tab
Move to the next item within a dashboard element Down (↓) arrow key
Move to the previous item within a dashboard element Up (↑) arrow key
Close a menu Escape
Select a check box or radio button Spacebar
Modify the date range filter Ctrl+Alt+D
Show the visual filter pane Ctrl+Alt+V
Move to the global command bar Ctrl+Alt+A

Global filter shortcuts

Task Unified Interface
Open a menu Enter Or Spacebar Or Down (↓) arrow key
Activate a button Enter Or Spacebar
Move to the next element Tab
Move to the previous element Shift+Tab
Open a tree view control Right (→) arrow key
Close a tree view control Left (←) arrow key
Move to the next tree view node Up (↑) arrow key
Move to the previous tree view node Down (↓) arrow key
Move to the first tree view node Home
Move to the last tree view node End
Perform the default action for the tree view node Enter
Remove a filter Delete

Dashboard stream control shortcuts

Task Unified Interface
Move to the first command on the active dashboard stream's command bar Ctrl+Alt+Q
Move to the next element Tab
Move to the previous element Shift+Tab
Activate a button Enter Or Spacebar
Activate the Sort by field button and open flyout Enter Or Spacebar Or Down (↓) arrow key
Move to the next item Down (↓) arrow key
Move to the previous item Up (↑) arrow key
Move to the first item Home
Move to the last item End
Move to the next stream Ctrl+F6
Move to the previous stream Ctrl+Shift+F6
Close a menu Escape
Change the state of a check box Spacebar

Common controls

Chart shortcuts

Task Unified Interface
Move to the first element in a chart Tab
Move to the next data point Right (→) arrow key OR Down (↓) arrow key
Move to the previous data point Left (←) arrow key OR Up (↑) arrow key
Move to the first data point Home
Move to the last data point End
Move to the See More button in a Tag chart Tab
Move back from the See More button to the tags in a Tag chart Shift+Tab
Filter the dashboard when the focus is on a data point in an interactive dashboard Enter Or Spacebar

Date Time control shortcuts

Task Unified Interface
Open the date picker flyout Enter Or Spacebar Or Down (↓) arrow key
Activate the option and close the flyout Enter Or Spacebar
Move to the next item Down (↓) arrow key
Move to the previous item Up (↑) arrow key
Move to the first item Home
Move to the last item End
Close the date picker flyout Escape
Move to the next element Tab
Move to the previous element Shift+Tab
Select the calendar Enter Or Spacebar
Activate a button Enter Or Spacebar

Search results shortcuts

Task Unified Interface
Move to the next search result Up (↑) arrow key
Move to the previous search result Down (↓) arrow key
Move to the list of available views Right (→) arrow key
Move from the list of available views to search results Left (←) arrow key
Navigate between buttons Tab

Navigating submenus

If you use a screen reader, follow these steps 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 usually would. 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

Several areas in the user interface (UI) 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.

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 selecting the Down arrow.
  • If a stage is collapsed, 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 the 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