Use keyboard shortcuts in Dynamics 365 Customer Engagement (on-premises)
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 |
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.
- Navigate between the menu options using standard link navigation.
- Activate the link by selecting Enter or the space key as you usually would. 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, 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
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.
- Navigate between the menu options using standard link navigation.
- Activate the link by selecting Enter or the space key as you usually would. 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, 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.