Ctrl+/ is the hotkey to enter the D365 navigation search located at the top of the page (This used to be the magnifying glass to the right of the legal entity, but in a recent design change the box is not top-center).
The navigation search is helpful if you know the exact name of the form you are looking for. The search functionality here still has room for improvement, so when I’m uncertain about the exact name of the menu item I’m looking for, I tend to favor using browser search (Ctrl+F) to open the desired module and search for the desired menu item.
Navigation Search Power User Tip
The navigation search matches based on the initial letters of each word typed.
Instead of typing “project invoice proposals” to return the Project invoice proposals form, the value “pro inv pro” is sufficent to return the same result. Typing “p i pr” would be an even more efficient way to return this result.
With some experimenting, you should discover a series of truncated search phrases to use in combination with Ctrl+/ that will resolve to your commonly used forms. Your own personal hotkeys!
One of the great things about D365 being browser based is that you can also use the browser’s hotkeys. In both Chrome and Edge, Ctrl+F can be used to search a website. I find this is especially useful when searching for menu items buried deep in a module.
Browser Search Power User Tips
Crtrl+F to find menu items (or other text on page)
Enter toggles to next record
Shift+Enter toggles to previous record
Ctrl+Enter (in Chrome) clicks link
**update** the Ctrl+Enter shortcut also now works in the new Edge browser
On any D365 form, users have the ability to right-click and “View shortcuts”. This brings up a display of all the shortcuts available for that given form, as well as a link to the full list of D365 Keyboard shortcuts.
It’s faster to navigate computer systems with a keyboard than with a mouse. But while the point-and-click of a mouse is intuitive, keyboard navigation has to be memorized and internalized.
I’ve heard stories of managers ripping out the mouses of new investment bankers, forcing them to learn model building completely through excel hotkeys. But there’s no need to boil the ocean. Picking up a tip here and there can, like compounding interest, lead to significant improvement in the user experience over time. Also like compounding interest, we probably underestimate the cumulative value of all these small improvements.
With that in mind, I’m starting Hotkey Highlights* a series of blog posts on simple keyboard tricks that can improve the D365 navigation experience. I hope you enjoy! Subscribe if that’s content you’re interested in – and let me know you have any favorite navigation tips of your own.
*After some research, I realize that “hotkeys” are actually a very specific type of keyboard shortcut, and most of these shortcut tips will not in fact be “hotkeys” in that sense. I briefly considered renaming this series “Shortcut Showcase”, but after some soul-searching decided I did not love that alliteration as much. If this technicality somehow offends you, feel free to reach out and I will happily refund your blog subscription.