CTRL + K Lookup Auto-Resolve


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


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

1 thought on “CTRL + K Lookup Auto-Resolve”

  1. I’ve found the enter key works better (instead of using Ctrl-K) in Dynamics 365 July 2017 release (aka v9) and seems to cover all the cases you mentioned.

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