Hotkey Highlight – Alt+Q
We’ve previously covered Navigation search (Ctrl+/) as a way to quickly find and access different forms across D365. Action search is a way to quickly find and access different menu buttons within a single D365 form. This can be particularly helpful if the user is looking for a menu item button, but unsure which tab it is located on.
The Action Pane
Let’s start by quickly reviewing the elements of the action pane (the area at the top of a D365 form). The action pane contains menu buttons, organized into tabs, and groups.
Action search can be activated by clicking the magnifying glass next to the options tab, or pressing Alt+Q.
Action Search (in Action)
Typing in action search returns similarly named menu buttons. The returned results display the menu button name, as well as its associated tab and group. This works for menu buttons across all tabs on the form. If buttons are hidden through a personalization or saved view, they will also be hidden in the action search results.
Room for Search Optimization
Action search is handy functionality for users searching for a button, but unsure of it’s location in the action pane. However, the ordering of the search results can still be improved. In the screenshot below, you can see that the top action search result for “hour journal” does return the button for creating an hour journal (the hour button in the journal group), but instead the top results are taken by hour costprice and hour salesprice. I am hopeful that the action search and navigation search results will improve in future releases.
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