It’s easy to get drawn into the depth and breadth functionality of D365 F&O, or even just to know exactly what you need to know, in order to get a particular task done. In doing so, users might miss out on some very useful basic features, like keyboard shortcuts.

Keyboard shortcuts can speed up repetitive tasks (who doesn’t use Ctrl+C and Ctrl+V every day?!), but also makes the system more accessible to the widest possible audience of users. Most F&O consultants probably know that “T” will quickly enter today’s date in a date picker; how many know that pressing “N” will pick the maximum date available?

The platform gives us the ability to see these shortcuts in every context menu, on every page, but I wonder how many users have ever clicked on “View shortcuts”:

A screenshot of the default dashboard in D365 F&O showing the right-click context menu, with the option to “View shortcuts”

This is the dialogue box that comes up, with a selection of commonly used shortcuts:

However, the real gem is the link the bottom left of that dialogue, to “View all product shortcuts”. That will take you to the following page on Microsoft Learn, with a full listing of shortcuts available: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/shortcut-keys

So, did you learn something new today? Either way, let us know your favourite shortcut in the comments!

Published by Mike Pearsall

Mike is a founding editor of AX7 - The D365 F&O Blog. He is a business and solution architect with experience of successfully implementing D365 F&O on both client and partner side, as well as strong knowledge of the wider D365 suite and Power Platform.

Leave a comment

Your email address will not be published. Required fields are marked *