CTRL + K Lookup Auto-Resolve

Introduction

With any software product, the best way to increase your productivity is to master the shortcuts. Dynamics CRM is no exception.  Part of the productivity track in my blog I decided to cover some of my favourite shortcuts that drastically enhance my daily Dynamics CRM experience .

The Problem: Input Device Switching

When filling forms, switching between typing and mouse clicking is the biggest time waster. For example, clicking on the magnifier icon on a lookup field to look for a specific record. Such as switch is inevitable, or is it?

CTRL + K Auto-Resolve

Actually, the CTRL + K shortcut resolves this exact problem. With the focus on the lookup field, start typing the first few letters of your lookup followed by CTRL + K. Magic! The field is automatically filled with the correct value.

Dynamics CRM form, Auto Resolve CTRL + K shortcut in action animation - by Rami Mounla

Limitations

Understandably, if you try to resolve an ambiguous record, CRM will display visual indications on what went wrong.

If a record does not exist you’ll have a red icon with a cross.

Dynamics CRM form, Auto Resolve CTRL + K record not found CTRL + K - by Rami Mounla

If you have multiple matching possibilities, a yellow icon with an explanation mark will appear.

Dynamics CRM form, Auto Resolve CTRL + K multiple matches found - by Rami Mounla

To choose between the matching records, when the record is in focus press enter and you can use the up/down arrow keys to select the record.

Dynamics CRM form, Auto Resolve CTRL + K multiple matches found, select the correct record - by Rami Mounla

 

Rami Mounla

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