Dynamics 365 Finance & Operations Tip of the Month: Master keyboard shortcuts to work smarter not harder

If you find yourself constantly clicking through menus or toggling between header and line views in Dynamics 365 Finance & Operations (F&O), you might be overlooking one of the platform’s most powerful productivity boosters: keyboard shortcuts. Whether you’re a seasoned power user or just looking to shave off a few clicks each day, learning a handful of key combinations can dramatically speed up your workflow, especially if you prefer using a trackpad over a mouse. This tip of the month blog highlights some of our favorite shortcuts in F&O for improving operational efficiency.

Mastering keyboard shortcuts in F&O can help you navigate screens faster, enter data efficiently, and locate actions without hunting through menus.

1. Switch views instantly
   Navigate between header, line, detail, and grid views without lifting your hands from the keyboard:
   • Ctrl + Shift + H – Jump to Header view
   • Ctrl + Shift + L – Jump to Lines view
   • Ctrl + Shift + D – Switch to Details view
   • Ctrl + Shift + G – Switch to Grid view
2. Enter today’s date in a flash
   Typing the current date is easier than ever:
   • In any date field, simply type T and F&O will automatically fill in today’s date.
3. Find what you need with Action Search
   Locate actions quickly, even if you don’t know the exact menu path:
   • Press Alt + G to open the Search for action bar.
   • Type the name of the action (e.g., “Transactions”) and F&O highlights where it lives even if you don’t know the exact path.

4. Explore more shortcuts
   • Right-click anywhere in F&O and select View shortcuts.
   • Or see the full list here.

Keyboard shortcuts may seem small, but they add up to major time savings and a smoother user experience in F&O. By working smarter, not harder, you can streamline your daily processes and focus on the tasks that really matter. For organizations looking to optimize their F&O experience, our team offers expert support and guidance, helping your team unlock efficiency and get the most out of your investment in Dynamics 365 Finance & Operations. Contact our team today to start a support project. And be sure to return next month for our next Finance & Operations tip of the month.