Microsoft Dynamics 365 Business Central Keyboard Shortcuts Hero

Using Microsoft Dynamics 365 Business Central’s Keyboard Shortcuts

Microsoft Dynamics 365 Business Central has a whole host of ways it makes your day-to-day tasks a little easier and one of those is keyboard shortcuts. Microsoft Dynamics 365 Business Central keyboard shortcuts include general shortcuts, shortcuts in lists, navigating between rows and columns, selecting, copying and pasting and much more. Take a look below for the list, which we’ve split up into various different categories.

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General Keyboard Shortcuts

The following list describes keyboard shortcuts for navigating and accessing different elements of a page. Elements include things like actions, drop-down lists, lookups, and more. For details about keyboard shortcuts for navigating records once you get inside a list, see the next section.

Key – Press these keys (in macOS): What it does.

  • Alt+Down Arrow: Open a drop-down list or look up a value for a field.
  • Alt+Up Arrow: Show tooltip for a field or a column header of a table. If the field has validation errors, press Alt+Up Arrow to show the validation error. Press Esc or Alt+Up Arrow to close the tooltip.
  • F2: Toggle between selecting the entire field value or placing the cursor at the end of the field value.
  • Alt+F2: Show and hide the FactBox pane.
  • Alt+Shift+F2: Shift between Details and Attachments in the FactBox pane.
  • Alt+O: Add a new note for the selected record, even if the FactBox pane isn’t open.
  • Alt+Q (Ctrl+Option+Q): Open the Tell Me window.
  • Alt+N: Open a page to create a new record. (Similar to choosing the New and + actions.)
  • Alt+Shift+N: Close a newly created page and open a new one to create a new record. Similarly, Alt+F9 posts a document and creates a new one.
  • Alt+T: Open the My Settings page.
  • Alt+Right Arrow: Look up additional information or underlying values for a field that contains the three dots button. This is used when the usual drop-down button (Alt+Down Arrow) in the same field is used for another purpose.
  • Ctrl+Alt+Shift+C: Display information in the company badge.
  • Ctrl+Alt+F1: Open and close the page inspection pane. The page inspection pane shows information about the page, like its source table, fields, filters, extensions, and more.
  • Ctrl+C: Copy the value of field. If the field is in focus, and you haven’t selected any text in the field, this will copy the entire value. If you’ve selected any text in the field, then it will copy the selected text only.
  • Ctrl+F1: Open the Business Central help for the page.
  • Ctrl+F12: Switch between wide and narrow layout view.
  • Ctrl+Click: Navigate during personalising or customising when the action is highlighted with an arrowhead.
  • Ctrl+F5: Reload the Business Central application. (Similar to selecting refresh/reload in the browser.)
  • F5: Refresh the data on the current page. Use this key to ensure that the data on the page is up to date with any changes that others have made while you’re working.
  • Enter: Enable or access the element or control that is in focus.
  • Esc: Close the current page or drop-down list.
  • Tab: Move focus to the next control or element on a page, such as actions, buttons, fields, or list headings.
  • Shift+Tab: Move focus to the previous control or element on a page, such as actions, buttons, fields, or list headings.
  • Y and N: Activate Yes and No buttons in dialogue boxes. Actual keys will vary based on your current language specified in My Settings. For example, press J to activate the Ja button when using German language.

 

Keyboard Shortcuts in Lists

The following list describes the keyboard shortcuts that you can use on a list page. The shortcut action is slightly different depending on whether the page is shown in the list view or tile view.

Key – Press these keys (in macOS): To do this in a list view – To do this in a tile view.

  • Alt+F7: Sort the selected column in ascending or descending order – Not applicable.
  • Alt+N: Insert a new line in an editable list, such as the G/L Budgets page – Same.
  • Shift+F9: Post and print a document – Same.
  • Shift+F10: Open a menu of options that are available for the selected row – Same.
  • Alt+D: Open the dimension set entries – Same.
  • Ctrl+F7: Open ledger entries, logs entries, cost entries, and so on.
  • Ctrl+F9: Release document – Same.
  • F7: Open statistics – Same.
  • F9: Post, issue, register, or reverse document – Same.
  • Shift+Ctrl+F: Send suggested lines on the cash flow worsheets page – Not applicable.
  • Shift+Ctrl+I: View serial and lot numbers assigned to the line item on the document or journal – Not applicable.

 

Navigating Between Rows and Columns

Grids containing rows and columns exist on many page types in Business Central, such as list pages and Lines parts on documents. Moving from one cell to another across a grid is fully keyboard-enabled.

Key – Press these keys (in macOS): To do this in a list view – To do this in a tile view.

  • Ctrl+Home (Fn+Ctrl+Left Arrow): Select the first row in the list; focus remains in the same column. – Move to the first tile in the first row.
  • Ctrl+End (Fn+Ctrl+Right Arrow): Select the last row in the list; focus remains in the same column. – Move to the last tile in the last row.
  • Home (Fn+Left Arrow): Move to the first field in the row. – Move to the first tile in the row.
  • End (Fn+right Arrow): Move to the last field in the row. – Move to the last tile in the row.
  • Enter: Open the record that is associated with the field. This is only relevant if a card page is associated with the record – Opens the record. Only relevant if a card page is associated with the record.
  • Ctrl+Enter: Move focus to the next element outside the list. – Move focus to the next element outside the list.
  • Page Up (Fn+Up Arrow): Scroll to display the set rows above the current rows in view. – Scrolls to display the set of tiles above the current tiles in view.
  • Page Down (Fn+Down Arrow): Scroll to display the set rows below the current rows in view. – Scroll to display the set of tiles below the current tiles in view.
  • Down Arrow: Move in the same column to the field in the row below. – Move in the same column to the tile in the row below.
  • Up Arrow: Move in the same column to the field in the row above. – Move in the same column to the tile in the row above.
  • Right Arrow: In a view-only list, move in the same row to the next field to the right. Or, in an editable list, move to the right within the current field. – Move in the same row to the next tile to the right.
  • Left Arrow: In a view-only list, move in the same row to the previous field to the left. In an editable list, move to the left within the current field. – Move in the same row to the previous tile to the left.
  • Tab: In editable list, move in the same row to the next field to the right. – Not applicable.
  • Shift+Tab: In editable list, move in the same row to the previous field to the left. – Not applicable.

 

Selecting, Copying and Pasting

Key – Press these keys (in macOS): To do this in a list view

  • Ctrl+Click (Cmd+Click): Extend the selection of rows to include the row that you click.
  • Shift+Click: Extend the selection of rows to include the row that you click and all the rows in between. You can use this after using Ctrl+Up Arrow or Ctrl+Up Down to expand your selection.
  • Ctrl+Up Arrow (Ctrl+Cmd+Up Arrow): Move focus to the row above and keep the current row selected.
  • Ctrl+Down Arrow (Ctrl+Cmd+Down Arrow): Move focus to the row below and keep the current row selected.
  • Ctrl+Space Bar (Ctrl+Cmd+Space): Extend the selection of rows to include the focused row. You can use this after using Ctrl+Up Arrow or Ctrl+Down Arrow to expand your selection.
  • Ctrl+A: Select all rows.
  • Ctrl+C (Cmd+C): Copy the selected rows to the Clipboard.
  • Ctrl+V (Cmd+V): Paste the selected rows from the Clipboard into the current page or external document, like Microsoft Excel or Outlook email.
  • Shift+Up Arrow: Extend the selection of rows to include the row above.
  • Shift+Down Arrow: Extend the selection of rows to include the row below.
  • Shift+Page Up (Shift+Fn+Up Arrow): Extend the selection of rows to include all visible rows above the current selection of rows.
  • Shift+Page Down (Shift+Fn+Down Arrow): Extend the selection of rows to include all visible rows below the current selection of rows.
  • F8: Copy the field in the same column of the row above, and paste it into the current row. You can only do this in editable lists. Using this shortcut followed by a Tab lets you quickly fill out fields in line items that you want to have the same value as the row above.

 

Keyboard Shortcuts in Cards and Documents

The following shortcuts are available on card pages, such as Customer Card, and document pages, such as Sales Order, to display and modify records.

Key – Press these keys (in macOS): What it does.

  • Alt+D: Open the dimension set entries.
  • Alt+F6: Toggle collapse/expand for the current FastTab or part (subpage).
  • Alt+F9: Create new document and post it.
  • Alt+G: Open the Find Entries page for finding entries related to the posted document. Works on lists also.
  • Alt+N: Open a page to create a new record; the same way as choosing the New action.
  • Alt+Shift+N: Close a page and open a new one to create a new record; the same way as selecting the OK & New action.
  • Alt+Shift+W: Open the current card or document in a new window.
  • Ctrl+Enter: Save and close the page.
  • Ctrl+Down Arrow: Open the next record for an entity.
  • Ctrl+Up Arrow: Open the previous record for an entity.
  • Ctrl+Insert: Insert a new line in documents.
  • Ctrl+Delete: Delete the line, in documents, journals, and worksheets.
  • Ctrl+F7: Open ledger entries, logs entries, cost entries, and so on.
  • Ctrl+F9: Release document.
  • Ctrl+Shift+F12: Maximise the line items part on a document page. Press the keys again to return to the normal display.
  • F6: Move to the next FastTab or part (subpage).
  • F7: Open statistics.
  • F9: Post, issue, register, or reverse document.
  • Shift+Ctrl+F9: Post, print, and put away warehouse receipt.
  • Shift+F6: Move to previous FastTab or part (subpage).
  • Shift+F9: Post and print a document.

 

Quick Entry Shortcuts for Fields

The following shortcuts pertain to the Quick Entry feature on cards, documents, and list pages. On lists, the shortcuts cannot be used when the list is in the tile view.

Key – Press these keys (in macOS): What it does.

  • Enter: Confirm the value in the current field and go to the next Quick Entry field.
  • Shift+Enter: Confirm the value in the current field and go to the previous Quick Entry field.
  • Ctrl+Shift+Enter: Confirm the value in the current column and go to next Quick Entry field outside the list. This shortcut applies to embedded lists on a page, such as line items on a sales order. It enables you to quickly get out of the list and continue entering data in other fields on the page.

 

Keyboard Shortcuts in the Calendar (Date Picker)

When setting a date field, you can either enter the date manually or open a calendar (date picker) that lets you select the date you want. The following table describes the keyboard shortcuts for the calendar.

Key – Press these keys (in macOS): What it does.

  • Ctrl+Home: Open the calendar if closed. Note: This doesn’t work if the date field is in a grid, where Ctrl+Home jumps to the first row.
  • Ctrl+Home (Cmd+Home): Move to the current month, current day.
  • Ctrl+Left Arrow (Cmd+Left Arrow): Move to the previous day.
  • Ctrl+Right Arrow (Cmd+Right Arrow): Move to the next day.
  • Ctrl+Up Arrow (Cmd+Up Arrow): Move to the previous week, same day of the week.
  • Ctrl+Down Arrow (Cmd+Down Arrow): Move to the next week, same day of the week.
  • Enter: Select the focused date.
  • Ctrl+End (Cmd+End): Close the calendar and delete the current date.
  • Esc: Close the calendar without a selection, keep the current date.
  • Page Down: Move to the next month.
  • Page Up: Move to the previous month.

 

Keyboard Shortcuts in Date Fields

Key – Press these keys (in macOS): What it does.

  • t: Enter the current date. “T” stands for “today”.
  • w: Enter the work date.

 

Keyboard Shortcuts in the Report Preview

Key – Press these keys (in macOS): What it does.

  • Down Arrow: Scroll down the page.
  • Up Arrow: Scroll up the page.
  • Ctrl+0 (zero) (Cmd+0): Fits the entire page on the page.
  • Ctrl+Home (Cmd+Home): Go to the first page of the report.
  • Ctrl+End (Cmd+Home): Go to the last page of the report.
  • Left Arrow: Scroll to the left when the page is zoomed in so that it isn’t entirely in view.
  • Right Arrow: Scroll to the right when the page is zoomed in so that it isn’t entirely in view.
  • Page Down (Fn+Down Arrow): Go to the next page of the report.
  • Page Up (Fn+Up Arrow): Go to the previous page of the report.

 

Keyboard Shortcuts for Zooming In and Out

Key – Press these keys (in macOS): What it does.

  • Ctrl++: Zoom in on the current page.
  • Ctrl+-: Zoom out on the current page.
  • Ctrl+0: Zoom in or out to 100% on the current page.

 

Keyboard Shortcuts for Role Explorer

Role explorer gives you an overview and quick access to all the business features that are available for your role.

Key – Press these keys (in macOS): What it does.

  • Shift+F12: Open the role explorer.
  • F3: Open the Find box in role explorer for finding features based on a given search word or term.
  • F3 or Ctrl+Down Arrow: Moves focus to the next found feature in role explorer. F3 will move focus to the Find box after the last found feature.
  • Shift F3 or Ctrl+Up Arrow: Move focus to the previous found feature in role explorer.
  • Ctrl+Shift: Expand or collapse all sub-nodes, in addition to top-level nodes, when you choose the Expand or Collapse action.

 

Top Tip

For a graphical view of the most used shortcuts, see the following image:

Microsoft Dynamics 365 Keyboard Shortcuts

Author: Phoebe Adshead

Published on: May 25, 2022

Categories: Advice Articles

Tags: , , , ,

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