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Press the S key to move to the first list entry that begins with the letter s, for example.</li>\n<li>To select a list-box entry shown within a dialog box and simultaneously choose a suggested command button for the active dialog box (probably the OK button), double-click the entry.</li>\n<li>To move the insertion point to the beginning of a field, press Home.</li>\n<li>To move the insertion point to the end of a field, press End.</li>\n<li>\n<p class=\"Bullet\">QuickBooks can display a list of open windows in its Open Window list. To display the Open Window list, choose View → Open Window List. To move to a listed window, just click it.</p>\n</li>\n<li>To tell QuickBooks to use windows the same way every other program does, choose View → Multiple Windows. Alternatively, to tell QuickBooks to display just the active window, choose View→One Window.</li>\n</ul>\n"},{"title":"Keyboard shortcuts for QuickBooks 2023","thumb":null,"image":null,"content":"<p>Use the QuickBooks 2023 keyboard shortcuts shown in the following table to make your day-to-day small-business accounting easier and faster.</p>\n<table>\n<tbody>\n<tr>\n<td><strong>Press This PC Shortcut</strong></td>\n<td><strong>QuickBooks Does This</strong></td>\n</tr>\n<tr>\n<td>Alt+S</td>\n<td>Saves a transaction</td>\n</tr>\n<tr>\n<td>Alt+N</td>\n<td>Saves a transaction and goes to a new transaction</td>\n</tr>\n<tr>\n<td>Alt+Down</td>\n<td>Displays drop-down lists</td>\n</tr>\n<tr>\n<td>Ctrl+A</td>\n<td>Displays the Chart of Accounts window</td>\n</tr>\n<tr>\n<td>Ctrl+C</td>\n<td>Copies your selection to the Clipboard</td>\n</tr>\n<tr>\n<td>Ctrl+D</td>\n<td>Deletes check, invoice, transaction, or item from the list</td>\n</tr>\n<tr>\n<td>Ctrl+E</td>\n<td>Edits transaction selected in the register</td>\n</tr>\n<tr>\n<td>Ctrl+F</td>\n<td>Displays the Find window</td>\n</tr>\n<tr>\n<td>Ctrl+G</td>\n<td>Goes to the other side of a transfer transaction</td>\n</tr>\n<tr>\n<td>Ctrl+I</td>\n<td>Displays the Create Invoice window</td>\n</tr>\n<tr>\n<td>Ctrl+J</td>\n<td>Displays the Customer:Job List window</td>\n</tr>\n<tr>\n<td>Ctrl+M</td>\n<td>Memorizes a transaction</td>\n</tr>\n<tr>\n<td>Ctrl+N</td>\n<td>Creates a new <em>&lt;fill in the blank&gt;</em> where <em>&lt;fill in the blank&gt;</em> is whatever is active at the time</td>\n</tr>\n<tr>\n<td>Ctrl+P</td>\n<td>Almost always prints the currently active register, list, or form</td>\n</tr>\n<tr>\n<td>Ctrl+Q</td>\n<td>Creates and displays a QuickReport on the selected transaction</td>\n</tr>\n<tr>\n<td>Ctrl+R</td>\n<td>Displays the Register window</td>\n</tr>\n<tr>\n<td>Crtl+T</td>\n<td>Displays the memorized transaction list</td>\n</tr>\n<tr>\n<td>Ctrl+V</td>\n<td>Pastes the contents of the Clipboard</td>\n</tr>\n<tr>\n<td>Ctrl+W</td>\n<td>Displays the Write Checks window</td>\n</tr>\n<tr>\n<td>Ctrl+X</td>\n<td>Moves your selection to the Clipboard</td>\n</tr>\n<tr>\n<td>Ctrl+Z</td>\n<td>Undoes your last action — usually</td>\n</tr>\n<tr>\n<td>Ctrl+Enter</td>\n<td>Saves the changes</td>\n</tr>\n<tr>\n<td>Ctrl+Insert</td>\n<td>Inserts a line into a list of items or expenses</td>\n</tr>\n<tr>\n<td>Ctrl+Delete</td>\n<td>Deletes the selected line from a list of items or expenses</td>\n</tr>\n<tr>\n<td>Esc</td>\n<td>Closes the active window</td>\n</tr>\n</tbody>\n</table>\n"},{"title":"Performing common QuickBooks tasks","thumb":null,"image":null,"content":"<p>To perform a common accounting or bookkeeping task in QuickBooks, use these commands. When QuickBooks displays the commands window, you just fill in the boxes and press Enter.</p>\n<table>\n<tbody>\n<tr>\n<td><strong>To Do This</strong></td>\n<td><strong>Choose This QuickBooks Command</strong></td>\n</tr>\n<tr>\n<td><strong>Deal with customers</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Invoice a customer</td>\n<td>Customers → Create Invoices</td>\n</tr>\n<tr>\n<td>Record a cash sale</td>\n<td>Customers → Enter Sales Receipts</td>\n</tr>\n<tr>\n<td>Issue a credit memo</td>\n<td>Customers → Create Credit Memo/Refunds</td>\n</tr>\n<tr>\n<td>Record a customer payment</td>\n<td>Customers → Receive Payments</td>\n</tr>\n<tr>\n<td><strong>Handle banking activities</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Pay a bill with a check</td>\n<td>Banking → Write Checks</td>\n</tr>\n<tr>\n<td>Buy inventory with a check</td>\n<td>Banking → Write Checks</td>\n</tr>\n<tr>\n<td>Move money between bank accounts</td>\n<td>Banking → Transfer Funds</td>\n</tr>\n<tr>\n<td>Deposit money in a bank account</td>\n<td>Banking → Make Deposits</td>\n</tr>\n<tr>\n<td>See a bank account’s transactions</td>\n<td>Banking → Use Register</td>\n</tr>\n<tr>\n<td>Reconcile a bank account</td>\n<td>Banking → Reconcile</td>\n</tr>\n<tr>\n<td><strong>Work with vendors</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Prepare a purchase order</td>\n<td>Vendors → Create Purchase Orders</td>\n</tr>\n<tr>\n<td>Record when items are received</td>\n<td>Vendors → Receive Items or Vendors → Receive Items and Enter Bill</td>\n</tr>\n<tr>\n<td>Record an accounts-payable amount</td>\n<td>Vendors → Enter Bills or Vendors → Enter Bill for Received Items</td>\n</tr>\n<tr>\n<td><strong>Manage employees</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Prepare employee payroll</td>\n<td>Employees → Pay Employees</td>\n</tr>\n<tr>\n<td>Pay tax deposits</td>\n<td>Employees → Payroll Taxes and Liabilities → Pay Scheduled Liabilities</td>\n</tr>\n<tr>\n<td><strong>Get financial information</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Accounts</td>\n<td>Lists → Chart of Accounts</td>\n</tr>\n<tr>\n<td>Customers</td>\n<td>Customers → Customer Center</td>\n</tr>\n<tr>\n<td>Inventory</td>\n<td>Lists → Item List or Vendors → Inventory Activities → Inventory Center</td>\n</tr>\n<tr>\n<td>Vendors</td>\n<td>Vendors → Vendor Center</td>\n</tr>\n<tr>\n<td>Employees</td>\n<td>Employees → Employee Center</td>\n</tr>\n<tr>\n<td>Profit and loss</td>\n<td>Reports → Company &amp; Financial → Profit &amp; Loss Standard or one of the other profit &amp; loss reports on Company &amp; Financial submenu</td>\n</tr>\n<tr>\n<td>Net worth</td>\n<td>Reports → Company &amp; Financial → Balance Sheet Standard or one of the other balance sheet reports on the Company &amp; Financial submenu</td>\n</tr>\n<tr>\n<td><strong>Manage the QuickBooks system</strong></td>\n<td></td>\n</tr>\n<tr>\n<td>Set up a new company</td>\n<td>File → New Company</td>\n</tr>\n<tr>\n<td>Reset company information</td>\n<td>Company → Company Information</td>\n</tr>\n<tr>\n<td>Back up a data file</td>\n<td>File → Save Copy or Back Up</td>\n</tr>\n<tr>\n<td>Restore a data file</td>\n<td>File → Open or Restore Company</td>\n</tr>\n<tr>\n<td>Customize QuickBooks</td>\n<td>Edit → Preferences</td>\n</tr>\n<tr>\n<td>Adjust accounting data</td>\n<td>Company → Make Journal Entries</td>\n</tr>\n</tbody>\n</table>\n"},{"title":"Right-click for common tasks","thumb":null,"image":null,"content":"<p>To perform a common QuickBooks 2023 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a form, display a transaction and right-click a blank area of the form.</p>\n<p>QuickBooks displays a shortcut menu of common commands for each particular transaction, item, or window. It often displays commands for memorizing or voiding a transaction, for example, or for creating a QuickReport on a transaction. 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By using keyboard shortcuts, you can keep your hands on the keyboard when you enter information in QuickBooks Online or QuickBooks Online Accountant.</p>\n<p>If you are a Mac user, substitute Option for Alt in the following tables. These shortcuts are specific to QuickBooks; your web browser will offer additional keyboard shortcuts as well.</p>\n<table>\n<tbody>\n<tr>\n<td><strong>To</strong></td>\n<td><strong>Press</strong></td>\n</tr>\n<tr>\n<td>Open the Check window</td>\n<td>Ctrl+Alt+W</td>\n</tr>\n<tr>\n<td>Open the Expense window</td>\n<td>Ctrl+Alt+X</td>\n</tr>\n<tr>\n<td>Open the Estimate window</td>\n<td>Ctrl+Alt+E</td>\n</tr>\n<tr>\n<td>Open the Invoice Transaction window</td>\n<td>Ctrl+Alt+I</td>\n</tr>\n<tr>\n<td>Open the Receive Payment window</td>\n<td>Ctrl+Alt+R</td>\n</tr>\n<tr>\n<td>Display Help</td>\n<td>Ctrl+Alt+H</td>\n</tr>\n<tr>\n<td>Display the Lists page</td>\n<td>Ctrl+Alt+L</td>\n</tr>\n<tr>\n<td>Display the Customers page</td>\n<td>Ctrl+Alt+C</td>\n</tr>\n<tr>\n<td>Display the Vendors page</td>\n<td>Ctrl+Alt+V</td>\n</tr>\n<tr>\n<td>Display the Chart of Accounts page</td>\n<td>Ctrl+Alt+A</td>\n</tr>\n<tr>\n<td>Display the Search Transactions page</td>\n<td>Ctrl+Alt+F</td>\n</tr>\n<tr>\n<td>Display keyboard shortcuts</td>\n<td>Ctrl+Alt+/</td>\n</tr>\n</tbody>\n</table>\n<p>&nbsp;</p>\n<p>Use these keyboard shortcuts while working in a transaction window:</p>\n<table>\n<tbody>\n<tr>\n<td><strong>To</strong></td>\n<td><strong>Press</strong></td>\n</tr>\n<tr>\n<td>Save the transaction and start a new one</td>\n<td>Ctrl+Alt+S</td>\n</tr>\n<tr>\n<td>Save the transaction and close the transaction window</td>\n<td>Ctrl+Alt+D</td>\n</tr>\n<tr>\n<td>Save and send the transaction</td>\n<td>Ctrl+Alt+M</td>\n</tr>\n<tr>\n<td>Print the transaction</td>\n<td>Ctrl+Alt+P</td>\n</tr>\n<tr>\n<td>Close the transaction window. (If you’ve made changes, a message asks you to confirm that you want to close the window without saving your changes.)</td>\n<td>Ctrl+Alt+X or Ctrl+Alt+C or Esc</td>\n</tr>\n</tbody>\n</table>\n<h2>Entering transactions directly into registers</h2>\n<p>In addition, you may be entering transactions directly into your registers because the traditional transaction screens feel cumbersome. You can speed the data-entry process in a couple of ways when you’re entering transactions into a register:</p>\n<ul>\n<li>Press Ctrl+Alt+N to create a transaction based on the type shown in the Add drop-down menu. You still need to click the Add button to change transaction types, but pressing Ctrl+Alt+N gets you right into entering a transaction. If you forget the keystrokes, click on the Add button to see the shortcut appear to the right of the drop-down list.</li>\n<li>Press the Tab key to move between transaction fields. If you keep pressing Tab, you can get to the Cancel button and press Enter to discard the transaction, or tab all the way to the Save button and press Enter to save your work. Alternatively, pressing Ctrl+Alt+S allows you to save your work without navigating to the Save button.</li>\n<li>Press Alt+Down arrow to display a drop-down list, such as in the Payee, Class, or Location fields.</li>\n</ul>\n"},{"title":"Three handy tool buttons in QuickBooks Online","thumb":null,"image":null,"content":"<p>In QuickBooks Online, at the top of the window, tools are available to help you find your way. You can view recent transactions or search for transactions, create transactions, or perform other actions not related to transactions.</p>\n<p>Be aware that if you’re working in QuickBooks Online Accountant and you open a QBO company, the tools vary somewhat. The tools on this cheat sheet are for a client working in a QBO company.</p>\n<p>Click the + New button (shown toward the top-left of the window below) to open the Create menu and select a transaction to create.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-295651\" src=\"https://www.dummies.com/wp-content/uploads/9781119910008-uncs01.jpg\" alt=\"Screenshot showing the QuickBooks Create menu\" width=\"535\" height=\"327\" /></p>\n<p>Click the magnifying glass (in the top-left of the window below) to view a list of recent transactions and to search for transactions. To open a recent transaction, click it to open it in its transaction window. Type any identifying information or click Advanced Search to specify more detailed search criteria.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-295652\" src=\"https://www.dummies.com/wp-content/uploads/9781119910008-uncs02.jpg\" alt=\"\" width=\"535\" height=\"328\" /></p>\n<p>Click the Gear button (in the top-right of the window below) to display the Gear menu, which helps you perform a variety of tasks in QBO other than entering transactions.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-295658\" src=\"https://www.dummies.com/wp-content/uploads/9781119910008-uncs03.jpg\" alt=\"Screenshot of QuickBooks Gear menu\" width=\"535\" height=\"366\" /></p>\n"},{"title":"QuickBooks Desktop conversion considerations","thumb":null,"image":null,"content":"<p>You can import almost all data in a QuickBooks Desktop company into QuickBooks Online. There is mostly a one-to-one relationship between Desktop and Online, but there are features in both Desktop and Online that don’t exist in the other platform.</p>\n<p>The following gives you a sense of what to expect if you migrate a QuickBooks Desktop company to QuickBooks Online. You can also take advantage of a <a href=\"https://sob.drift.click/DataConversionGuide\" target=\"_blank\" rel=\"noopener\">free Data Conversion guide</a> created by Daniel Delong, the Technical Editor of <em>QuickBooks Online For Dummies.</em></p>\n<h2>What doesn’t import</h2>\n<p>Most of your information from QuickBooks Desktop will migrate into QuickBooks Online. The following table lists what <em>won’t</em> import.</p>\n<table>\n<tbody>\n<tr>\n<td><strong>What Doesn’t Import</strong></td>\n<td><strong>Recommendation</strong></td>\n</tr>\n</tbody>\n<tbody>\n<tr>\n<td>QuickBooks Desktop usernames and passwords</td>\n<td>You need to invite every QuickBooks Desktop user individually to use the QuickBooks Online company. You can limit access to certain areas of QuickBooks Online, but you don’t have the transaction-level control you have in QuickBooks Desktop. If you have an Advanced subscription, QuickBooks migrates the users’ rights as closely as possible; otherwise, you need to establish the users’ rights manually.</td>\n</tr>\n<tr>\n<td>Price levels</td>\n<td>QuickBooks Online doesn’t offer price levels.</td>\n</tr>\n<tr>\n<td>Reminders</td>\n<td>QuickBooks Online doesn’t offer a tickler feature, but QB Accountant allows you to create reminders by establishing projects and tasks. You can also create tasks if you have an Advanced subscription.</td>\n</tr>\n<tr>\n<td>Vehicle list</td>\n<td>You can add vehicles manually to the fixed assets in QuickBooks Online.</td>\n</tr>\n<tr>\n<td>Reconciliation reports</td>\n<td>All reconciled items transfer to QuickBooks Online, but you have to go back to QuickBooks Desktop if you want to review any old reconciliation reports.</td>\n</tr>\n<tr>\n<td>Subtotal items</td>\n<td>Subtotals can be added to future transaction documents.</td>\n</tr>\n<tr>\n<td>Recurring credit card charges</td>\n<td>You must first cancel any Automatic Credit Card recurring charges from your Merchant Center and then re-create them as recurring sales receipts. All other recurring transactions import.</td>\n</tr>\n<tr>\n<td>Memorized reports</td>\n<td>Memorized reports in QuickBooks Desktop are referred to as Customized Reports in QuickBooks Online. You need to re-create all your QuickBooks Desktop reports manually. Note that QuickBooks Advanced offers a custom report writer that isn’t offered in the Simple Start, Essentials or Plus versions of QuickBooks.</td>\n</tr>\n<tr>\n<td>Audit trail</td>\n<td>You need to refer to QuickBooks Desktop for your previous audit trail, but a new audit trail is logged in QuickBooks Online.</td>\n</tr>\n</tbody>\n</table>\n<p>Accounting software conversions always entail some amount of manual effort. There’s also a learning curve during which you acclimate to the new software. Plan to give yourself three months for things to smooth out.</p>\n<p>A best practice is to run both the old software and new software concurrently for a period of time, a process referred to as running the programs in parallel. This ensures that you can easily continue on with the old software if you discover an unexpected dealbreaker in the new program you’re trying out.</p>\n<h2>Features not fully available in QuickBooks Online</h2>\n<p>QuickBooks Desktop users who need the following features should think twice before moving to QuickBooks Online:</p>\n<ul>\n<li>To Do notes</li>\n<li>Complete Job Costing</li>\n<li>Sales Orders</li>\n<li>Fixed Asset Tracking</li>\n<li>Estimate to Actual Reporting</li>\n</ul>\n<p>None of these features is directly supported in QuickBooks Online. For instance, QuickBooks Online offers a fixed asset, but it’s simply a list of and doesn’t offer any sort of tracking. You may be able to locate add-ons to QuickBooks Online that provide the functionality you need at the <a href=\"https://quickbooks.intuit.com/app/apps/home/\" target=\"_blank\" rel=\"noopener\">QuickBooks Apps Store</a>.</p>\n<p class=\"article-tips remember\">Mileage tracking is available in QuickBooks Online both via the mobile app and in your browser, but only for admin users. If you want to allow your employees to track miles without giving them administrative rights to your books, check the <a href=\"https://quickbooks.intuit.com/app/apps/home/\" target=\"_blank\" rel=\"noopener\">QuickBooks App Store</a> for available add-ins.</p>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"Five years","lifeExpectancySetFrom":"2022-11-10T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":207403},{"headers":{"creationTime":"2018-09-18T16:59:27+00:00","modifiedTime":"2022-11-04T21:06:27+00:00","timestamp":"2022-11-05T00:01:02+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Marketing Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33639"},"slug":"marketing-software","categoryId":33639},{"name":"Dynamics","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33640"},"slug":"dynamics","categoryId":33640}],"title":"Microsoft Dynamics 365 For Dummies Cheat Sheet","strippedTitle":"microsoft dynamics 365 for dummies cheat sheet","slug":"microsoft-dynamics-365-for-dummies-cheat-sheet","canonicalUrl":"","seo":{"metaDescription":"If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag","noIndex":0,"noFollow":0},"content":"If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag, there are plenty of places to find even more help online.","description":"If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag, there are plenty of places to find even more help online.","blurb":"","authors":[{"authorId":9756,"name":"Renato Bellu","slug":"renato-bellu","description":" <p><b>Renato Bellu</b> created the first Microsoft Dynamics GP practice for a major CPA firm and has been the technical lead on several large and complex implementations. At Avanade, a joint venture of Microsoft and Accenture, he collaborated on a project that received the prestigious Microsoft Pinnacle Award. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/9756"}}],"primaryCategoryTaxonomy":{"categoryId":33640,"title":"Dynamics","slug":"dynamics","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33640"}},"secondaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":null,"inThisArticle":[],"relatedArticles":{"fromBook":[{"articleId":258755,"title":"Setting Up the Books in Dynamics 365 Business Central","slug":"setting-up-the-books-in-dynamics-365-business-central","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258755"}},{"articleId":258747,"title":"The Key Components of Dynamics 365 for Field Service","slug":"the-key-components-of-dynamics-365-for-field-service","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258747"}},{"articleId":258741,"title":"Dynamics 365 PowerApps: Option Sets, Data Connections, and App Settings","slug":"dynamics-365-powerapps-option-sets-data-connections-and-app-settings","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258741"}},{"articleId":258734,"title":"Dynamics 365 for Finance and Operations: Navigating in D365O by Module","slug":"dynamics-365-for-finance-and-operations-navigating-in-d365o-by-module","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258734"}},{"articleId":258726,"title":"Dynamics 365 for Finance and Operations: Personalizing the D365O User Interface","slug":"dynamics-365-for-finance-and-operations-personalizing-the-d365o-user-interface","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258726"}}],"fromCategory":[{"articleId":258755,"title":"Setting Up the Books in Dynamics 365 Business Central","slug":"setting-up-the-books-in-dynamics-365-business-central","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258755"}},{"articleId":258747,"title":"The Key Components of Dynamics 365 for Field Service","slug":"the-key-components-of-dynamics-365-for-field-service","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258747"}},{"articleId":258741,"title":"Dynamics 365 PowerApps: Option Sets, Data Connections, and App Settings","slug":"dynamics-365-powerapps-option-sets-data-connections-and-app-settings","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258741"}},{"articleId":258734,"title":"Dynamics 365 for Finance and Operations: Navigating in D365O by Module","slug":"dynamics-365-for-finance-and-operations-navigating-in-d365o-by-module","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258734"}},{"articleId":258726,"title":"Dynamics 365 for Finance and Operations: Personalizing the D365O User Interface","slug":"dynamics-365-for-finance-and-operations-personalizing-the-d365o-user-interface","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258726"}}]},"hasRelatedBookFromSearch":false,"relatedBook":{"bookId":281775,"slug":"microsoft-dynamics-365-for-dummies","isbn":"9781119508861","categoryList":["technology","software","marketing-software","dynamics"],"amazon":{"default":"https://www.amazon.com/gp/product/111950886X/ref=as_li_tl?ie=UTF8&tag=wiley01-20","ca":"https://www.amazon.ca/gp/product/111950886X/ref=as_li_tl?ie=UTF8&tag=wiley01-20","indigo_ca":"http://www.tkqlhce.com/click-9208661-13710633?url=https://www.chapters.indigo.ca/en-ca/books/product/111950886X-item.html&cjsku=978111945484","gb":"https://www.amazon.co.uk/gp/product/111950886X/ref=as_li_tl?ie=UTF8&tag=wiley01-20","de":"https://www.amazon.de/gp/product/111950886X/ref=as_li_tl?ie=UTF8&tag=wiley01-20"},"image":{"src":"https://www.dummies.com/wp-content/uploads/microsoft-dynamics-365-for-dummies-cover-9781119508861-203x255.jpg","width":203,"height":255},"title":"Microsoft Dynamics 365 For Dummies","testBankPinActivationLink":"","bookOutOfPrint":false,"authorsInfo":"<p><b data-author-id=\"9756\">Renato Bellu</b> is an ERP and CRM solutions architect and hands-on computer programmer. He has architected and managed some of the most complex ERP and CRM implementations ever successfully completed with Microsoft Dynamics, and has created several successful video courses for Lynda.com and LinkedIn Learning.??Ren is also the author of <i>Microsoft Dynamics GP for Dummies</i>. </p>","authors":[{"authorId":9756,"name":"Renato Bellu","slug":"renato-bellu","description":" <p><b>Renato Bellu</b> created the first Microsoft Dynamics GP practice for a major CPA firm and has been the technical lead on several large and complex implementations. At Avanade, a joint venture of Microsoft and Accenture, he collaborated on a project that received the prestigious Microsoft Pinnacle Award. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/9756"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;marketing-software&quot;,&quot;dynamics&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781119508861&quot;]}]\" id=\"du-slot-6365a7beb026f\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;marketing-software&quot;,&quot;dynamics&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781119508861&quot;]}]\" id=\"du-slot-6365a7beb0c27\"></div></div>"},"articleType":{"articleType":"Cheat Sheet","articleList":[{"articleId":255572,"title":"Components of Microsoft Dynamics 365","slug":"components-of-microsoft-dynamics-365__trashed","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/255572"}},{"articleId":255575,"title":"How to Get Around in Dynamics 365 for Operations","slug":"how-to-get-around-in-dynamics-365-for-operations__trashed","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/255575"}},{"articleId":255580,"title":"How to Navigate with Dynamics 365 Tiles","slug":"how-to-navigate-with-dynamics-365-tiles__trashed","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/255580"}},{"articleId":255583,"title":"Find Microsoft Dynamics 365 Help Online","slug":"find-microsoft-dynamics-365-help-online__trashed","categoryList":["technology","software","marketing-software","dynamics"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/255583"}}],"content":[{"title":"Components of Microsoft Dynamics 365","thumb":null,"image":null,"content":"<p>There is no other ERP or CRM developer that can deliver all the pieces of a world class ERP or CRM SaaS solution by themselves, a cloud service you can license with a month by month subscription at a reasonable price.</p>\n<p>Just take a look at the components of Dynamics 365:</p>\n<ul>\n<li><strong>Computing Power: </strong>Microsoft is a leader in cloud computing.</li>\n</ul>\n<p style=\"padding-left: 30px;\">The Azure Cloud is a planet-scale public cloud which rivals any other provider’s cloud services as far as coverage, security, resources, and capabilities goes. Dynamics 365 runs on Azure. Competing products often must rely upon some other company’s cloud infrastructure.</p>\n<ul>\n<li><strong>Database:</strong> Microsoft is a leader in database technology.</li>\n</ul>\n<p style=\"padding-left: 30px;\">The Azure SQL Database is essentially the same leading database product that acts as a widely adopted standard for business applications — the Microsoft SQL Server relational database management system (RDBMS). This is the same database that Dynamics has run on for many years, but now the Azure SQL version of SQL Server is optimized for the cloud, which means it has elasticity which allows it to grow as your business grows. Most competing ERP and CRM products also run on Microsoft’s SQL Server database; so they must rely on Microsoft, but not the other way around.</p>\n<ul>\n<li><strong>Customer Engagement:</strong> Microsoft is a leader in CRM.</li>\n</ul>\n<p style=\"padding-left: 30px;\">Dynamics CRM Online is now Dynamics 365 for Customer Engagement; this is the same popular and very widely adopted leading CRM package, but now with more connectivity to the Dynamics ERP offerings (AX and NAV), standard reporting tools (such as Power BI), point-and-click customization tools (such as PowerApps), and more connections to other cloud services (such as Google, Amazon, and more). Dynamics 365 for Customer Engagement (CRM) has expanded the traditional CRM capability of organizing and tracking communications with contacts and prospects to automate the sales cycle, to include applications not only for sales force automation but also for customer service, marketing automation, field services, project service automation, and HR talent (applicant tracking and on-boarding).</p>\n<ul>\n<li><strong>Finance and Operations:</strong> Microsoft is a leader in ERP.</li>\n</ul>\n<p style=\"padding-left: 30px;\">With two distinct cloud ERP applications to choose from, Microsoft has your SaaS accounting software requirements covered with Dynamics 365. For larger (enterprise or mid-market) organizations with more extensive requirements there is Finance and Operations (formerly Dynamics AX) and for mid-sized to small organizations there is Business Central (formerly Dynamics NAV). Both Finance and Operations and Business Central are full-featured, full-blown ERP systems with general ledger, budgeting, accounts receivable, accounts payable, inventory control, sales order processing, purchase order processing, manufacturing, and more.</p>\n<ul>\n<li><strong>Common Data Model:</strong> Microsoft is a leader in business intelligence.</li>\n</ul>\n<p style=\"padding-left: 30px;\">The Dynamics 365 applications are built upon the Microsoft Common Data Model. This means your development efforts for data integrations, custom reporting, and custom applications can leverage a shared data architecture. You can extend Dynamics 365 in innumerable ways, but all the extensions will be pointing to a shared set of standard entities, so that a change to one of the entities (such as adding a new field to the inventory record) will be automatically reflected everywhere. The code inheritance and code re-use inherent in using a common data architecture can both speed up development and reduce the cost of maintaining your customizations.</p>\n<ul>\n<li><strong>Office 365:</strong> Microsoft is the standard in office suite software.</li>\n</ul>\n<p style=\"padding-left: 30px;\">Microsoft is the standard for spreadsheets (Excel), word processing (Word), email (Outlook), presentations (PowerPoint), and more. Office 365 integration in Dynamics 365 is bi-directional and extensive. You can receive emails in Outlook and see the sender’s information from Dynamics 365 for Customer Engagement (CRM) on a pane that appears to the right of the email you are reading. This kind of convenience saves you from having to toggle between applications, or cut and paste data, or laboriously attach and re-attach files. What you do in Outlook is reflected in Dynamics 365 applications and vice versa. Dynamics 365 includes an unprecedented level of integration with not only Outlook, but also with Excel and other Office 365 applications.</p>\n<ul>\n<li><strong>SharePoint:</strong> Microsoft is a leader in document management.</li>\n</ul>\n<p style=\"padding-left: 30px;\">Chances are that organizing your documents on SharePoint is already an established way to collaborate on projects at your organization or to distribute marketing collateral, knowledge base articles, periodic reports, and more to teams inside and sometimes outside of your organization. Dynamics 365 is connected to Office 365 SharePoint, making it easy to distribute Dynamics 365 reports and other information on SharePoint.</p>\n<ul>\n<li><strong>LinkedIn:</strong> Microsoft is a leader in professional networking.</li>\n</ul>\n<p style=\"padding-left: 30px;\">Microsoft’s LinkedIn is the number one professional networking website in the world. LinkedIn has become the de-facto way for business professionals to reach out to one another, find opportunities, and match requirements with people.</p>\n"},{"title":"How to Get Around in Dynamics 365 for Operations","thumb":null,"image":null,"content":"<p>Navigation is a breeze in Dynamics 365 for Operations (D3650, for short). There are so many ways to get around the system and find the exact screen you are looking for. When you sign in to D365O, you are greeted with a home page as shown in the figure below. Your home page in D365O is called your <em>dashboard</em> — a configurable space that can be tailored to your personal needs. The dashboard contains <em>tiles,</em> which point to what is called a workspace. A <em>workspace</em> is another type of dashboard area, but one that is specific to a role or functional area. In the workspace are more tiles, reports, graphs, and other links to give you instant information and help guide you to where you need to go.</p>\n<p>A navigation pane can be extended outward from the left side of the screen. Press Alt + F1 on your keyboard, or click on the button with three horizontal lines found on the left side of the webpage toward the top of the page to display the navigation pane.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-255576\" src=\"https://www.dummies.com/wp-content/uploads/dynamics-navigation.jpg\" alt=\"dynamics-navigation\" width=\"535\" height=\"272\" /></p>\n<p>When the navigation pane is fully extended, the Module section is expanded and the Favorites, Recent, and Workspaces sections are collapsed. To extend a section, click on the small triangle icon to the left of the name of the section.</p>\n<p>There are five major navigation sections, as follows:</p>\n<ul>\n<li><strong>Favorites:</strong> Favorites are the things you use most often, so they are listed right at the top of the navigation menu.</li>\n</ul>\n<p style=\"padding-left: 30px;\">When you start out, your default dashboard (home page) has no favorites at all.</p>\n<p style=\"padding-left: 30px;\">You can add workspace menu items to your Favorites menu easily; to do so, click on the small star icon located in the right corner of any workspace menu item listed on the navigation pane in the Workspaces section. You may need to extend the Workspaces section by clicking the small triangle icon to the left of the word “Workspaces” to see the workspace menu items. When you click on a star icon, the star becomes filled in to indicate the workspace is now a favorite, and simultaneously a menu item for that workspace is added to your Favorites menu. Menu items appearing in the recent menu area can be added as favorites in the same manner.</p>\n<ul>\n<li><strong>Recent:</strong> As you navigate through the system and work with various screens, these locations are automatically added to your Recent menu by the system.</li>\n</ul>\n<p style=\"padding-left: 30px;\">As with favorites, this menu area is personal; you only see the menu items for the screens that you yourself have visited, not the recent navigation of other users logged into the system.</p>\n<ul>\n<li><strong>Workspaces:</strong> Workspaces are similar to dashboards; workspaces are like home pages that are focused on a particular role or function.</li>\n</ul>\n<p style=\"padding-left: 30px;\">When you click a workspace menu item on the navigation menu, your dashboard changes from your default dashboard (home page) to the workspace dashboard.</p>\n<p style=\"padding-left: 30px;\">D365O comes with dozens of pre-defined workspaces for you to choose from; in addition, you can create your own personal workspaces, and your system administrator can also add workspaces or modify existing workspaces for any user to take advantage of.</p>\n<p style=\"padding-left: 30px;\">A workspace can contain tiles, links, reports, and filtered grids.</p>\n<p style=\"padding-left: 30px;\">The workspace concept was devised by Microsoft as a means to speed up navigation and more efficiently guide users through business processes.</p>\n<p style=\"padding-left: 30px;\">Typically, a workspace has commonly used tiles related to whatever role or function the workspace is for; for example, the Fixed Asset Management workspace, has a tile titled “All fixed assets”. When you click that tile, you are taken to a list which can be filtered and sorted of all the fixed assets in the company you are currently signed into.</p>\n<ul>\n<li><strong>Modules:</strong> The Modules section of the navigation pane represents a more traditional, old-fashioned hierarchical menu system (the ones I like the best).</li>\n</ul>\n<p style=\"padding-left: 30px;\">Fortunately, when Microsoft added the new fancy navigation features such as tiles and dashboards, they kept the old-fashioned straight-forward menu navigation as well, so it’s a best of both worlds scenario.</p>\n<p style=\"padding-left: 30px;\">As you click on modules in the navigation menu, the corresponding Module menu appears to the right of the navigation menu; this is a very convenient way to view the features contained in the module.</p>\n<ul>\n<li><strong>Search for Page (Navigation search):</strong> Clicking on the magnifying glass icon on the top of the webpage towards the right side on the black navigation bar opens a</li>\n</ul>\n<p style=\"padding-left: 30px;\">Entering search criteria in the search text box immediately causes a drop-down menu to appear beneath the search text box. The search criteria applies to menu item names as well as to the menu path.</p>\n<p style=\"padding-left: 30px;\">This search feature looks for menu items, not for individual records; for example, you can find the Customer screen, but not a particular customer; you search for a particular customer from the Customer screen itself.</p>\n<p style=\"padding-left: 30px;\">This navigation search feature gives you a quick way to find any menu in the system without having to fish for it through a maze of nested menus. Nice!</p>\n<p class=\"article-tips tip\">To quickly navigate back to your home page (your default dashboard), simply click on the words Finance and Operations on the black navigation bar at the top of the webpage, or alternatively, press Alt + Shift + Home on your computer keyboard.</p>\n"},{"title":"How to Navigate with Dynamics 365 Tiles","thumb":null,"image":null,"content":"<p>Tiles are an important navigation feature of Dynamics 365 for Operations. The concept of tiles was introduced with the Windows 8 operating system. Tiles are menu items that appear on the screen as a square or rectangle that you can click on; they are sort of like oversized command buttons. Clicking a tile usually takes you to another screen.</p>\n<p>Tiles are of these types:</p>\n<ul>\n<li><strong>Standard:</strong> Standard tiles have a title (label) but do not show any additional information.</li>\n<li><strong>Count:</strong> Count tiles display a number that is updated by a query that refreshes periodically.</li>\n</ul>\n<p style=\"padding-left: 30px;\">For example, there is a count tile in the Manage Customer Credit and Collections workspace called Sales Orders on Hold. This tile shows the number of sales orders in the system that are currently in a hold status. When you click on the tile, you are taken to a list of those sales orders that are on hold.</p>\n<ul>\n<li><strong>KPI:</strong> KPI stands for key performance indicator.</li>\n</ul>\n<p style=\"padding-left: 30px;\">Key performance indicators are metrics that you use to evaluate the status of important aspects of your operations.</p>\n<p style=\"padding-left: 30px;\">For example, a key performance indicator for many companies is the number of orders shipped today, or the total currency value of today’s shipments or this week’s sales, and so forth.</p>\n<p style=\"padding-left: 30px;\">The KPI tile shows a summary or grand total for the metric it is tracking; for example, the Total Sales Today KPI might read $25,000.</p>\n<p style=\"padding-left: 30px;\">When you click a KPI tile, you are taken to an expanded view of the KPI report.</p>\n<ul>\n<li><strong>Link:</strong> Link tiles have a title (label) but as with a standard tile, they do not convey any information; however, unlike standard tiles, link tiles map to a URL (website address).</li>\n</ul>\n<p style=\"padding-left: 30px;\">When you click a link tile, your web browser launches a new webpage taking you to the URL specified by the tile; these links can take you to an external website outside of Dynamics 365 proper.</p>\n"},{"title":"Find Microsoft Dynamics 365 Help Online","thumb":null,"image":null,"content":"<p>If you come across a problem or question that you can’t find the answer to in Microsoft Dynamics 365 For Dummies, you can turn to the Internet for the information you need. Here are some great places online to learn more about Dynamics 365:</p>\n<ul>\n<li><a href=\"https://dynamics.microsoft.com/\">Dynamics 365 Home Page</a></li>\n<li><a href=\"https://docs.microsoft.com/en-us/dynamics365/\">Dynamics 365 Documentation on Microsoft Docs</a></li>\n<li><a href=\"https://community.dynamics.com/\">Dynamics 365 Community</a></li>\n<li><a href=\"https://mbs.microsoft.com/customersource/\">Microsoft CustomerSource</a></li>\n<li><a href=\"https://trials.dynamics.com/\">Evaluation</a> (Create Trial Versions)</li>\n<li><a href=\"https://www.microsoft.com/en-us/TrustCenter/CloudServices/Dynamics365\">Trust Center: Compliance, Security, Privacy</a></li>\n<li><a href=\"https://www.d365ug.com/home\">Dynamics 365 User Group</a></li>\n</ul>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"One year","lifeExpectancySetFrom":"2022-11-04T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":255586},{"headers":{"creationTime":"2016-10-12T16:00:22+00:00","modifiedTime":"2022-10-03T19:43:21+00:00","timestamp":"2022-10-03T21:01:03+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Microsoft Products","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33642"},"slug":"microsoft-products","categoryId":33642},{"name":"SharePoint","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33649"},"slug":"sharepoint","categoryId":33649}],"title":"Creating a Standard View in Your SharePoint 2016 App","strippedTitle":"creating a standard view in your sharepoint 2016 app","slug":"creating-standard-view-sharepoint-2016-app","canonicalUrl":"","seo":{"metaDescription":"Learn about the traits of Standard views in SharePoint 2016, how to create a new view, and how to choose the options you'd like to show.","noIndex":0,"noFollow":0},"content":"The most common kind of view you create in a SharePoint app is a public, Standard view. A public view can be used by anyone to view the contents of an app.\r\n\r\nStandard views have the following traits:\r\n<ul>\r\n \t<li>They’re accessible by all browsers, including Firefox, Chrome, and Safari.</li>\r\n \t<li>They have the most configuration options, such as filtering, grouping, and editing options.</li>\r\n \t<li>They’re available for all apps.</li>\r\n \t<li>They don’t require any special columns for configuring the view. Other view formats, such as a Calendar view, require date columns.</li>\r\n</ul>\r\nTo create a new Standard view:\r\n<ol>\r\n \t<li>Browse to the app where you want to create the new view.</li>\r\n \t<li>Click the List or Library tab of the Ribbon to access options for managing views.\r\nIn a Calendar app, click the Calendar tab to manage the app’s views.</li>\r\n \t<li>Click the Create View button.\r\nA list of view format options appears.</li>\r\n \t<li>Click the Standard View link to create a view that looks like a web page.\r\nAfter selecting your view format, the Create View page displays your options for creating the new view.</li>\r\n \t<li>In the View Name field, type the name you want to call this view.\r\nGive the page a name that's easy to remember. For example, if your view will group products by department, entering the name <strong>GroupByDepartment</strong> creates a web page named <code>GroupByDepartment.aspx</code>. You can change the friendly name after the filename has been created.\r\nThe View Name field has two purposes:\r\n<ul>\r\n \t<li>It provides the friendly name that can be selected to display the view.</li>\r\n \t<li>It provides the filename for the web page, which is part of the web address.</li>\r\n</ul>\r\n</li>\r\n \t<li>To set this view as the default view for the app, select the Make This the Default View check box.\r\nIf this isn’t the default view, users can select the view from a drop-down list on the Ribbon.</li>\r\n \t<li>In the View Audience field, select the Create a Public View radio button.\r\nOptionally, you can create a private view that only you can see. You must have at least Designer or Owner permissions to create a public view.</li>\r\n \t<li>In the Columns section of the page, select the Display check box next to any columns you want to display.\r\n\r\n[caption id=\"attachment_226972\" align=\"aligncenter\" width=\"535\"]<a href=\"https://www.dummies.com/wp-content/uploads/9781119181705-fg0903.jpg\"><img class=\"wp-image-226972 size-full\" src=\"https://www.dummies.com/wp-content/uploads/9781119181705-fg0903.jpg\" alt=\"new view sharepoint\" width=\"535\" height=\"280\" /></a> Create a new view and select the columns you want to show.[/caption]\r\n\r\nYou can also indicate the relative order that columns appear on the screen by selecting the appropriate number in the Position from Left drop-down lists.</li>\r\n \t<li>(Optional) In the Sort section, use the drop-down lists to select the first column you want to sort by and then select the second column to sort by.\r\nThe default sort option is ID, which means that items will be sorted by the order they were entered in the list.</li>\r\n \t<li>Select the remaining options to configure your view, such as the columns you want to filter or group on.\r\nSome of the options you can choose from are\r\n<ul>\r\n \t<li>Select Tabular View to include check boxes next to items for bulk operations.</li>\r\n \t<li>Select the style that the view will take. For example, Boxed, Shaded, Newsletter, Preview Pane, or Basic style.</li>\r\n \t<li>In the Totals section, select which columns to aggregate using Count, Average, Minimum and Maximum functions.</li>\r\n \t<li>In the Folders section, specify whether items should appear inside folders or flat as if the folders don’t exist.</li>\r\n \t<li>Item Limit allows you to limit the items displayed on a single page. This can improve the performance of the view.</li>\r\n</ul>\r\n</li>\r\n \t<li>Click OK to create the view.\r\nThe new view appears in the browser.\r\nIf you created a public view, SharePoint creates a new web page using the name you specified in Step 5. Users can select this view from the drop-down list in the Manage Views section of the Ribbon.</li>\r\n</ol>\r\n<p class=\"article-tips tip\">Experimenting with all these options is the best way to discover what works for your site. Item Limits, for example, is great for when you want to control the amount of space a web Part takes up on a page.</p>","description":"The most common kind of view you create in a SharePoint app is a public, Standard view. A public view can be used by anyone to view the contents of an app.\r\n\r\nStandard views have the following traits:\r\n<ul>\r\n \t<li>They’re accessible by all browsers, including Firefox, Chrome, and Safari.</li>\r\n \t<li>They have the most configuration options, such as filtering, grouping, and editing options.</li>\r\n \t<li>They’re available for all apps.</li>\r\n \t<li>They don’t require any special columns for configuring the view. Other view formats, such as a Calendar view, require date columns.</li>\r\n</ul>\r\nTo create a new Standard view:\r\n<ol>\r\n \t<li>Browse to the app where you want to create the new view.</li>\r\n \t<li>Click the List or Library tab of the Ribbon to access options for managing views.\r\nIn a Calendar app, click the Calendar tab to manage the app’s views.</li>\r\n \t<li>Click the Create View button.\r\nA list of view format options appears.</li>\r\n \t<li>Click the Standard View link to create a view that looks like a web page.\r\nAfter selecting your view format, the Create View page displays your options for creating the new view.</li>\r\n \t<li>In the View Name field, type the name you want to call this view.\r\nGive the page a name that's easy to remember. For example, if your view will group products by department, entering the name <strong>GroupByDepartment</strong> creates a web page named <code>GroupByDepartment.aspx</code>. You can change the friendly name after the filename has been created.\r\nThe View Name field has two purposes:\r\n<ul>\r\n \t<li>It provides the friendly name that can be selected to display the view.</li>\r\n \t<li>It provides the filename for the web page, which is part of the web address.</li>\r\n</ul>\r\n</li>\r\n \t<li>To set this view as the default view for the app, select the Make This the Default View check box.\r\nIf this isn’t the default view, users can select the view from a drop-down list on the Ribbon.</li>\r\n \t<li>In the View Audience field, select the Create a Public View radio button.\r\nOptionally, you can create a private view that only you can see. You must have at least Designer or Owner permissions to create a public view.</li>\r\n \t<li>In the Columns section of the page, select the Display check box next to any columns you want to display.\r\n\r\n[caption id=\"attachment_226972\" align=\"aligncenter\" width=\"535\"]<a href=\"https://www.dummies.com/wp-content/uploads/9781119181705-fg0903.jpg\"><img class=\"wp-image-226972 size-full\" src=\"https://www.dummies.com/wp-content/uploads/9781119181705-fg0903.jpg\" alt=\"new view sharepoint\" width=\"535\" height=\"280\" /></a> Create a new view and select the columns you want to show.[/caption]\r\n\r\nYou can also indicate the relative order that columns appear on the screen by selecting the appropriate number in the Position from Left drop-down lists.</li>\r\n \t<li>(Optional) In the Sort section, use the drop-down lists to select the first column you want to sort by and then select the second column to sort by.\r\nThe default sort option is ID, which means that items will be sorted by the order they were entered in the list.</li>\r\n \t<li>Select the remaining options to configure your view, such as the columns you want to filter or group on.\r\nSome of the options you can choose from are\r\n<ul>\r\n \t<li>Select Tabular View to include check boxes next to items for bulk operations.</li>\r\n \t<li>Select the style that the view will take. For example, Boxed, Shaded, Newsletter, Preview Pane, or Basic style.</li>\r\n \t<li>In the Totals section, select which columns to aggregate using Count, Average, Minimum and Maximum functions.</li>\r\n \t<li>In the Folders section, specify whether items should appear inside folders or flat as if the folders don’t exist.</li>\r\n \t<li>Item Limit allows you to limit the items displayed on a single page. This can improve the performance of the view.</li>\r\n</ul>\r\n</li>\r\n \t<li>Click OK to create the view.\r\nThe new view appears in the browser.\r\nIf you created a public view, SharePoint creates a new web page using the name you specified in Step 5. Users can select this view from the drop-down list in the Manage Views section of the Ribbon.</li>\r\n</ol>\r\n<p class=\"article-tips tip\">Experimenting with all these options is the best way to discover what works for your site. Item Limits, for example, is great for when you want to control the amount of space a web Part takes up on a page.</p>","blurb":"","authors":[{"authorId":10888,"name":"Rosemarie Withee","slug":"rosemarie-withee","description":" <p><b>Rosemarie Withee</b> is the president of Portal Integrators and founder of Scrum Now. Rosemarie is the author of <i>Microsoft Teams For Dummies</i> and other Dummies titles. </p> <p><b>Ken Withee</b> works for Microsoft and is part of the Azure team. Previously, he was a SharePoint consultant, and he has authored several books on Microsoft products. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/10888"}},{"authorId":9718,"name":"Ken Withee","slug":"ken-withee","description":" <p><b>Rosemarie Withee</b> is the president of Portal Integrators and founder of Scrum Now. Rosemarie is the author of <i>Microsoft Teams For Dummies</i> and other Dummies titles. </p> <p><b>Ken Withee</b> works for Microsoft and is part of the Azure team. Previously, he was a SharePoint consultant, and he has authored several books on Microsoft products. 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She is also the lead author of <i>Office 365 For Dummies</i>. </p>\n<p><b data-author-id=\"9718\">Ken Withee</b> writes TechNet and MSDN articles for Microsoft and is the author of <i>SharePoint 2013 For Dummies</i>. </p>","authors":[{"authorId":10888,"name":"Rosemarie Withee","slug":"rosemarie-withee","description":" <p><b>Rosemarie Withee</b> is the president of Portal Integrators and founder of Scrum Now. Rosemarie is the author of <i>Microsoft Teams For Dummies</i> and other Dummies titles. </p> <p><b>Ken Withee</b> works for Microsoft and is part of the Azure team. Previously, he was a SharePoint consultant, and he has authored several books on Microsoft products. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/10888"}},{"authorId":9718,"name":"Ken Withee","slug":"ken-withee","description":" <p><b>Rosemarie Withee</b> is the president of Portal Integrators and founder of Scrum Now. Rosemarie is the author of <i>Microsoft Teams For Dummies</i> and other Dummies titles. </p> <p><b>Ken Withee</b> works for Microsoft and is part of the Azure team. Previously, he was a SharePoint consultant, and he has authored several books on Microsoft products. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/9718"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;sharepoint&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781119181705&quot;]}]\" id=\"du-slot-633b4d8f8cf8d\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;sharepoint&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781119181705&quot;]}]\" id=\"du-slot-633b4d8f8d57d\"></div></div>"},"articleType":{"articleType":"Articles","articleList":null,"content":null,"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"Five years","lifeExpectancySetFrom":"2022-10-03T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":226971},{"headers":{"creationTime":"2016-03-26T07:21:02+00:00","modifiedTime":"2022-10-03T19:30:47+00:00","timestamp":"2022-10-03T21:01:03+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Microsoft Products","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33642"},"slug":"microsoft-products","categoryId":33642},{"name":"General Microsoft","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33652"},"slug":"general-microsoft","categoryId":33652}],"title":"Word 2016 View Shortcuts","strippedTitle":"word 2016 view shortcuts","slug":"word-2016-view-shortcuts","canonicalUrl":"","seo":{"metaDescription":"You can use these keyboard shortcuts in Word 2016 to easily switch among three various views: Print Layout, Outline, and Draft.","noIndex":0,"noFollow":0},"content":"With the keyboard shortcuts shown here, you can switch among various views in Word 2016. Other key combinations enable you to save time with simple tasks, such as copying text from one place and pasting it somewhere else in your document.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>Switch to this view</th>\r\n<th>With the keyboard</th>\r\n</tr>\r\n<tr>\r\n<td>Print Layout</td>\r\n<td>Alt+Ctrl+P</td>\r\n</tr>\r\n<tr>\r\n<td>Outline</td>\r\n<td>Alt+Ctrl+O</td>\r\n</tr>\r\n<tr>\r\n<td>Draft</td>\r\n<td>Alt+Ctrl+N</td>\r\n</tr>\r\n</tbody>\r\n</table>","description":"With the keyboard shortcuts shown here, you can switch among various views in Word 2016. Other key combinations enable you to save time with simple tasks, such as copying text from one place and pasting it somewhere else in your document.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>Switch to this view</th>\r\n<th>With the keyboard</th>\r\n</tr>\r\n<tr>\r\n<td>Print Layout</td>\r\n<td>Alt+Ctrl+P</td>\r\n</tr>\r\n<tr>\r\n<td>Outline</td>\r\n<td>Alt+Ctrl+O</td>\r\n</tr>\r\n<tr>\r\n<td>Draft</td>\r\n<td>Alt+Ctrl+N</td>\r\n</tr>\r\n</tbody>\r\n</table>","blurb":"","authors":[{"authorId":9025,"name":"Faithe Wempen","slug":"faithe-wempen","description":" \t <p><b>Faithe Wempen, M.A.,</b> is a Microsoft Office Master Instructor and the author of over 150 books on computer technology, including <i>Outlook 2019 for Dummies</i> and <i>PowerPoint Bible</i>. She is also a CompTIA A&#43; certified PC technician and an adjunct Computer Technology instructor at Purdue University. Her online courses in Office applications and digital literacy have educated over a quarter of a million students for corporate clients. 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With these keyboard shortcuts, you can speed up text editing and formatting in Word 2016.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>To do this</th>\r\n<th>With the keyboard</th>\r\n</tr>\r\n<tr>\r\n<td>Start a new line in the same paragraph</td>\r\n<td>Shift+Enter</td>\r\n</tr>\r\n<tr>\r\n<td>Insert a page break</td>\r\n<td>Ctrl+Enter</td>\r\n</tr>\r\n<tr>\r\n<td>Insert a column break</td>\r\n<td>Ctrl+Shift+Enter</td>\r\n</tr>\r\n<tr>\r\n<td>Clear formatting</td>\r\n<td>Ctrl+spacebar</td>\r\n</tr>\r\n<tr>\r\n<td>Make text subscript</td>\r\n<td>Ctrl+=</td>\r\n</tr>\r\n<tr>\r\n<td>Make text superscript</td>\r\n<td>Ctrl+Shift++</td>\r\n</tr>\r\n<tr>\r\n<td>Delete one character to the left</td>\r\n<td>Backspace</td>\r\n</tr>\r\n<tr>\r\n<td>Delete one word to the left</td>\r\n<td>Ctrl+Backspace</td>\r\n</tr>\r\n<tr>\r\n<td>Delete one character to the right</td>\r\n<td>Delete</td>\r\n</tr>\r\n<tr>\r\n<td>Delete one word to the right</td>\r\n<td>Ctrl+Delete</td>\r\n</tr>\r\n</tbody>\r\n</table>","description":"By touching a couple of keys in combination, you can save time with simple tasks in Word 2016, such as copying text from one place and pasting it somewhere else in your document. 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Use these keyboard shortcuts instead of the Insert→Symbol command to insert common typographical symbols.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>Symbol</th>\r\n<th>Shortcut</th>\r\n</tr>\r\n<tr>\r\n<td>Em dash</td>\r\n<td>Alt+Ctrl+minus sign</td>\r\n</tr>\r\n<tr>\r\n<td>En dash</td>\r\n<td>Ctrl+minus sign</td>\r\n</tr>\r\n<tr>\r\n<td>Copyright</td>\r\n<td>Alt+Ctrl+C</td>\r\n</tr>\r\n<tr>\r\n<td>Registered trademark</td>\r\n<td>Alt+Ctrl+R</td>\r\n</tr>\r\n<tr>\r\n<td>Trademark</td>\r\n<td>Alt+Ctrl+T</td>\r\n</tr>\r\n<tr>\r\n<td>Ellipsis</td>\r\n<td>Alt+Ctrl+period</td>\r\n</tr>\r\n</tbody>\r\n</table>","description":"In Word 2016 you can insert common symbols by using these keyboard shortcuts. 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She is also a CompTIA A&#43; certified PC technician and an adjunct Computer Technology instructor at Purdue University. Her online courses in Office applications and digital literacy have educated over a quarter of a million students for corporate clients. 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year</td>\r\n<td>Ctrl+Shift+#</td>\r\n</tr>\r\n<tr>\r\n<td>Time format with hour and minute, AM or PM</td>\r\n<td>[email protected]</td>\r\n</tr>\r\n<tr>\r\n<td>Number format, two decimal places, thousands separator, minus\r\nsign for negative values</td>\r\n<td>Ctrl+Shift+!</td>\r\n</tr>\r\n</tbody>\r\n</table>","description":"In Excel 2016, use the following keyboard shortcuts instead of the Number drop-down list on the Home tab to apply number formatting to Excel worksheet cells.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>To apply this number format</th>\r\n<th>Use this key combination</th>\r\n</tr>\r\n<tr>\r\n<td>General</td>\r\n<td>Ctrl+Shift+~</td>\r\n</tr>\r\n<tr>\r\n<td>Currency with two decimal places, negative numbers in\r\nparentheses</td>\r\n<td>Ctrl+Shift+$</td>\r\n</tr>\r\n<tr>\r\n<td>Percentage, no decimal places</td>\r\n<td>Ctrl+Shift+%</td>\r\n</tr>\r\n<tr>\r\n<td>Scientific, two decimal places</td>\r\n<td>Ctrl+Shift+^</td>\r\n</tr>\r\n<tr>\r\n<td>Date format with day, 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She is also a CompTIA A&#43; certified PC technician and an adjunct Computer Technology instructor at Purdue University. Her online courses in Office applications and digital literacy have educated over a quarter of a million students for corporate clients. 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Commands include hide rows and columns, enter dates, and more.","noIndex":0,"noFollow":0},"content":"In Excel 2016, you can use the following keyboard shortcuts to enter and format data.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>To do this</th>\r\n<th>Use the key combination</th>\r\n</tr>\r\n<tr>\r\n<td>Enter the current time</td>\r\n<td>Ctrl+Shift+:</td>\r\n</tr>\r\n<tr>\r\n<td>Enter the current date</td>\r\n<td>Ctrl+;</td>\r\n</tr>\r\n<tr>\r\n<td>Apply an outline border</td>\r\n<td>Ctrl+Shift+&</td>\r\n</tr>\r\n<tr>\r\n<td>Remove an outline border</td>\r\n<td>Ctrl+Shift+_</td>\r\n</tr>\r\n<tr>\r\n<td>Display or hide formulas in cells</td>\r\n<td>Ctrl+`</td>\r\n</tr>\r\n<tr>\r\n<td>Display Format Cells dialog box</td>\r\n<td>Ctrl+1</td>\r\n</tr>\r\n<tr>\r\n<td>Hides selected rows</td>\r\n<td>Ctrl+9</td>\r\n</tr>\r\n<tr>\r\n<td>Hides selected columns</td>\r\n<td>Ctrl+0</td>\r\n</tr>\r\n</tbody>\r\n</table>","description":"In Excel 2016, you can use the following keyboard shortcuts to enter and format data.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>To do this</th>\r\n<th>Use the key combination</th>\r\n</tr>\r\n<tr>\r\n<td>Enter the current time</td>\r\n<td>Ctrl+Shift+:</td>\r\n</tr>\r\n<tr>\r\n<td>Enter the current date</td>\r\n<td>Ctrl+;</td>\r\n</tr>\r\n<tr>\r\n<td>Apply an outline border</td>\r\n<td>Ctrl+Shift+&</td>\r\n</tr>\r\n<tr>\r\n<td>Remove an outline border</td>\r\n<td>Ctrl+Shift+_</td>\r\n</tr>\r\n<tr>\r\n<td>Display or hide formulas in cells</td>\r\n<td>Ctrl+`</td>\r\n</tr>\r\n<tr>\r\n<td>Display Format Cells dialog box</td>\r\n<td>Ctrl+1</td>\r\n</tr>\r\n<tr>\r\n<td>Hides selected rows</td>\r\n<td>Ctrl+9</td>\r\n</tr>\r\n<tr>\r\n<td>Hides selected columns</td>\r\n<td>Ctrl+0</td>\r\n</tr>\r\n</tbody>\r\n</table>","blurb":"","authors":[{"authorId":9025,"name":"Faithe Wempen","slug":"faithe-wempen","description":" \t <p><b>Faithe Wempen, M.A.,</b> is a Microsoft Office Master Instructor and the author of over 150 books on computer technology, including <i>Outlook 2019 for Dummies</i> and <i>PowerPoint Bible</i>. She is also a CompTIA A&#43; certified PC technician and an adjunct Computer Technology instructor at Purdue University. Her online courses in Office applications and digital literacy have educated over a quarter of a million students for corporate clients. 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The keyboard shortcuts included here work equally well in Word, Excel, and PowerPoint 2016. Both mouse and keyboard methods are provided here.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>To do this</th>\r\n<th>With the mouse</th>\r\n<th>With the keyboard</th>\r\n</tr>\r\n<tr>\r\n<td>Open a file</td>\r\n<td>File→Open</td>\r\n<td>Ctrl+O</td>\r\n</tr>\r\n<tr>\r\n<td>Create a new file</td>\r\n<td>File→New</td>\r\n<td>Ctrl+N</td>\r\n</tr>\r\n<tr>\r\n<td>Print active document</td>\r\n<td>File→Print</td>\r\n<td>Ctrl+P</td>\r\n</tr>\r\n<tr>\r\n<td>Save your work (first time), or resave with same settings</td>\r\n<td>File→Save</td>\r\n<td>Ctrl+S</td>\r\n</tr>\r\n<tr>\r\n<td>Save your work with different name, location, or type</td>\r\n<td>File→Save As</td>\r\n<td>F12</td>\r\n</tr>\r\n<tr>\r\n<td>Copy selection to Clipboard</td>\r\n<td>Home→ Copy</td>\r\n<td>Ctrl+C</td>\r\n</tr>\r\n<tr>\r\n<td>Cut selection to Clipboard</td>\r\n<td>Home→ Cut</td>\r\n<td>Ctrl+X</td>\r\n</tr>\r\n<tr>\r\n<td>Paste selection to Clipboard</td>\r\n<td>Home→ Paste</td>\r\n<td>Ctrl+V</td>\r\n</tr>\r\n<tr>\r\n<td>Open the Paste Special dialog box</td>\r\n<td>Home→Paste→Paste Special</td>\r\n<td>Ctrl+Shift+V</td>\r\n</tr>\r\n<tr>\r\n<td>Display shortcut menu for selected item</td>\r\n<td>Right-click item</td>\r\n<td>Shift+F10</td>\r\n</tr>\r\n<tr>\r\n<td>Left-align a paragraph</td>\r\n<td>Home→ Left Align</td>\r\n<td>Ctrl+L</td>\r\n</tr>\r\n<tr>\r\n<td>Center a paragraph</td>\r\n<td>Home→ Center</td>\r\n<td>Ctrl+E</td>\r\n</tr>\r\n<tr>\r\n<td>Right-align a paragraph</td>\r\n<td>Home→ Right Align</td>\r\n<td>Ctrl+R</td>\r\n</tr>\r\n<tr>\r\n<td>Make text bold</td>\r\n<td>Home→ Bold</td>\r\n<td>Ctrl+B</td>\r\n</tr>\r\n<tr>\r\n<td>Make text italicized</td>\r\n<td>Home→ Italic</td>\r\n<td>Ctrl+I</td>\r\n</tr>\r\n<tr>\r\n<td>Make text underlined</td>\r\n<td>Home→Underline</td>\r\n<td>Ctrl+U</td>\r\n</tr>\r\n<tr>\r\n<td>Make text larger</td>\r\n<td>Home→Increase Font Size</td>\r\n<td>Ctrl+></td>\r\n</tr>\r\n<tr>\r\n<td>Make text smaller</td>\r\n<td>Home→Decrease Font Size</td>\r\n<td>Ctrl+<</td>\r\n</tr>\r\n<tr>\r\n<td>Undo previous action</td>\r\n<td>Undo button on Quick Access toolbar</td>\r\n<td>Ctrl+Z</td>\r\n</tr>\r\n<tr>\r\n<td>Redo previous Undo</td>\r\n<td>Redo button on Quick Access toolbar</td>\r\n<td>Ctrl+Y</td>\r\n</tr>\r\n<tr>\r\n<td>Insert hyperlink</td>\r\n<td>Insert→Hyperlink</td>\r\n<td>Ctrl+K</td>\r\n</tr>\r\n<tr>\r\n<td>Get help</td>\r\n<td>Type in Tellme what you want to do box</td>\r\n<td>F1</td>\r\n</tr>\r\n<tr>\r\n<td>Close the active file</td>\r\n<td>File→Close</td>\r\n<td>Ctrl+F4</td>\r\n</tr>\r\n<tr>\r\n<td>Close the application</td>\r\n<td>Close button on application window</td>\r\n<td>Alt+F4</td>\r\n</tr>\r\n<tr>\r\n<td>Check spelling</td>\r\n<td>Review→Spelling</td>\r\n<td>F7</td>\r\n</tr>\r\n</tbody>\r\n</table>","description":"By touching a couple of keys in combination in Office 2016 programs, you can save time with simple tasks, such as copying text from one place and pasting it somewhere else. The keyboard shortcuts included here work equally well in Word, Excel, and PowerPoint 2016. Both mouse and keyboard methods are provided here.\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th>To do this</th>\r\n<th>With the mouse</th>\r\n<th>With the keyboard</th>\r\n</tr>\r\n<tr>\r\n<td>Open a file</td>\r\n<td>File→Open</td>\r\n<td>Ctrl+O</td>\r\n</tr>\r\n<tr>\r\n<td>Create a new file</td>\r\n<td>File→New</td>\r\n<td>Ctrl+N</td>\r\n</tr>\r\n<tr>\r\n<td>Print active document</td>\r\n<td>File→Print</td>\r\n<td>Ctrl+P</td>\r\n</tr>\r\n<tr>\r\n<td>Save your work (first time), or resave with same settings</td>\r\n<td>File→Save</td>\r\n<td>Ctrl+S</td>\r\n</tr>\r\n<tr>\r\n<td>Save your work with different name, location, or type</td>\r\n<td>File→Save As</td>\r\n<td>F12</td>\r\n</tr>\r\n<tr>\r\n<td>Copy selection to Clipboard</td>\r\n<td>Home→ Copy</td>\r\n<td>Ctrl+C</td>\r\n</tr>\r\n<tr>\r\n<td>Cut selection to Clipboard</td>\r\n<td>Home→ Cut</td>\r\n<td>Ctrl+X</td>\r\n</tr>\r\n<tr>\r\n<td>Paste selection to Clipboard</td>\r\n<td>Home→ Paste</td>\r\n<td>Ctrl+V</td>\r\n</tr>\r\n<tr>\r\n<td>Open the Paste Special dialog box</td>\r\n<td>Home→Paste→Paste Special</td>\r\n<td>Ctrl+Shift+V</td>\r\n</tr>\r\n<tr>\r\n<td>Display shortcut menu for selected item</td>\r\n<td>Right-click item</td>\r\n<td>Shift+F10</td>\r\n</tr>\r\n<tr>\r\n<td>Left-align a paragraph</td>\r\n<td>Home→ Left Align</td>\r\n<td>Ctrl+L</td>\r\n</tr>\r\n<tr>\r\n<td>Center a paragraph</td>\r\n<td>Home→ Center</td>\r\n<td>Ctrl+E</td>\r\n</tr>\r\n<tr>\r\n<td>Right-align a paragraph</td>\r\n<td>Home→ Right Align</td>\r\n<td>Ctrl+R</td>\r\n</tr>\r\n<tr>\r\n<td>Make text bold</td>\r\n<td>Home→ Bold</td>\r\n<td>Ctrl+B</td>\r\n</tr>\r\n<tr>\r\n<td>Make text italicized</td>\r\n<td>Home→ Italic</td>\r\n<td>Ctrl+I</td>\r\n</tr>\r\n<tr>\r\n<td>Make text underlined</td>\r\n<td>Home→Underline</td>\r\n<td>Ctrl+U</td>\r\n</tr>\r\n<tr>\r\n<td>Make text larger</td>\r\n<td>Home→Increase Font Size</td>\r\n<td>Ctrl+></td>\r\n</tr>\r\n<tr>\r\n<td>Make text smaller</td>\r\n<td>Home→Decrease Font Size</td>\r\n<td>Ctrl+<</td>\r\n</tr>\r\n<tr>\r\n<td>Undo previous action</td>\r\n<td>Undo button on Quick Access toolbar</td>\r\n<td>Ctrl+Z</td>\r\n</tr>\r\n<tr>\r\n<td>Redo previous Undo</td>\r\n<td>Redo button on Quick Access toolbar</td>\r\n<td>Ctrl+Y</td>\r\n</tr>\r\n<tr>\r\n<td>Insert hyperlink</td>\r\n<td>Insert→Hyperlink</td>\r\n<td>Ctrl+K</td>\r\n</tr>\r\n<tr>\r\n<td>Get help</td>\r\n<td>Type in Tellme what you want to do box</td>\r\n<td>F1</td>\r\n</tr>\r\n<tr>\r\n<td>Close the active file</td>\r\n<td>File→Close</td>\r\n<td>Ctrl+F4</td>\r\n</tr>\r\n<tr>\r\n<td>Close the application</td>\r\n<td>Close button on application window</td>\r\n<td>Alt+F4</td>\r\n</tr>\r\n<tr>\r\n<td>Check spelling</td>\r\n<td>Review→Spelling</td>\r\n<td>F7</td>\r\n</tr>\r\n</tbody>\r\n</table>","blurb":"","authors":[{"authorId":9025,"name":"Faithe Wempen","slug":"faithe-wempen","description":" \t <p><b>Faithe Wempen, M.A.,</b> is a Microsoft Office Master Instructor and the author of over 150 books on computer technology, including <i>Outlook 2019 for Dummies</i> and <i>PowerPoint Bible</i>. She is also a CompTIA A&#43; certified PC technician and an adjunct Computer Technology instructor at Purdue University. Her online courses in Office applications and digital literacy have educated over a quarter of a million students for corporate clients. 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3,195 results
3,195 results
QuickBooks QuickBooks 2023 All-in-One For Dummies Cheat Sheet

Cheat Sheet / Updated 11-14-2022

QuickBooks 2023 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even more smoothly if you employ a handful of QuickBooks user interface tricks, editing tricks, and keyboard shortcuts.

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QuickBooks QuickBooks Online For Dummies, 2023 Edition Cheat Sheet

Cheat Sheet / Updated 11-14-2022

You can make the most of your work in QuickBooks Online (QBO) and QuickBooks Online Accountant (QBOA) using handy and time-savings shortcuts and tool buttons. Using QBO keyboard shortcuts means you can seamlessly access various windows and pages without touching a mouse. The various icons at the top of the QBO page help you quickly search for items, create new items, or display transactions.

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Dynamics Microsoft Dynamics 365 For Dummies Cheat Sheet

Cheat Sheet / Updated 11-04-2022

If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag, there are plenty of places to find even more help online.

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SharePoint Creating a Standard View in Your SharePoint 2016 App

Article / Updated 10-03-2022

The most common kind of view you create in a SharePoint app is a public, Standard view. A public view can be used by anyone to view the contents of an app. Standard views have the following traits: They’re accessible by all browsers, including Firefox, Chrome, and Safari. They have the most configuration options, such as filtering, grouping, and editing options. They’re available for all apps. They don’t require any special columns for configuring the view. Other view formats, such as a Calendar view, require date columns. To create a new Standard view: Browse to the app where you want to create the new view. Click the List or Library tab of the Ribbon to access options for managing views. In a Calendar app, click the Calendar tab to manage the app’s views. Click the Create View button. A list of view format options appears. Click the Standard View link to create a view that looks like a web page. After selecting your view format, the Create View page displays your options for creating the new view. In the View Name field, type the name you want to call this view. Give the page a name that's easy to remember. For example, if your view will group products by department, entering the name GroupByDepartment creates a web page named GroupByDepartment.aspx. You can change the friendly name after the filename has been created. The View Name field has two purposes: It provides the friendly name that can be selected to display the view. It provides the filename for the web page, which is part of the web address. To set this view as the default view for the app, select the Make This the Default View check box. If this isn’t the default view, users can select the view from a drop-down list on the Ribbon. In the View Audience field, select the Create a Public View radio button. Optionally, you can create a private view that only you can see. You must have at least Designer or Owner permissions to create a public view. In the Columns section of the page, select the Display check box next to any columns you want to display. You can also indicate the relative order that columns appear on the screen by selecting the appropriate number in the Position from Left drop-down lists. (Optional) In the Sort section, use the drop-down lists to select the first column you want to sort by and then select the second column to sort by. The default sort option is ID, which means that items will be sorted by the order they were entered in the list. Select the remaining options to configure your view, such as the columns you want to filter or group on. Some of the options you can choose from are Select Tabular View to include check boxes next to items for bulk operations. Select the style that the view will take. For example, Boxed, Shaded, Newsletter, Preview Pane, or Basic style. In the Totals section, select which columns to aggregate using Count, Average, Minimum and Maximum functions. In the Folders section, specify whether items should appear inside folders or flat as if the folders don’t exist. Item Limit allows you to limit the items displayed on a single page. This can improve the performance of the view. Click OK to create the view. The new view appears in the browser. If you created a public view, SharePoint creates a new web page using the name you specified in Step 5. Users can select this view from the drop-down list in the Manage Views section of the Ribbon. Experimenting with all these options is the best way to discover what works for your site. Item Limits, for example, is great for when you want to control the amount of space a web Part takes up on a page.

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General Microsoft Word 2016 View Shortcuts

Article / Updated 10-03-2022

With the keyboard shortcuts shown here, you can switch among various views in Word 2016. Other key combinations enable you to save time with simple tasks, such as copying text from one place and pasting it somewhere else in your document. Switch to this view With the keyboard Print Layout Alt+Ctrl+P Outline Alt+Ctrl+O Draft Alt+Ctrl+N

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General Microsoft Word 2016 Text Entry and Formatting Shortcuts

Article / Updated 10-03-2022

By touching a couple of keys in combination, you can save time with simple tasks in Word 2016, such as copying text from one place and pasting it somewhere else in your document. With these keyboard shortcuts, you can speed up text editing and formatting in Word 2016. To do this With the keyboard Start a new line in the same paragraph Shift+Enter Insert a page break Ctrl+Enter Insert a column break Ctrl+Shift+Enter Clear formatting Ctrl+spacebar Make text subscript Ctrl+= Make text superscript Ctrl+Shift++ Delete one character to the left Backspace Delete one word to the left Ctrl+Backspace Delete one character to the right Delete Delete one word to the right Ctrl+Delete

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General Microsoft Word 2016 Symbol Shortcuts

Article / Updated 10-03-2022

In Word 2016 you can insert common symbols by using these keyboard shortcuts. Use these keyboard shortcuts instead of the Insert→Symbol command to insert common typographical symbols. Symbol Shortcut Em dash Alt+Ctrl+minus sign En dash Ctrl+minus sign Copyright Alt+Ctrl+C Registered trademark Alt+Ctrl+R Trademark Alt+Ctrl+T Ellipsis Alt+Ctrl+period

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General Microsoft Excel 2016 Number Formatting Shortcuts

Article / Updated 10-03-2022

In Excel 2016, use the following keyboard shortcuts instead of the Number drop-down list on the Home tab to apply number formatting to Excel worksheet cells. To apply this number format Use this key combination General Ctrl+Shift+~ Currency with two decimal places, negative numbers in parentheses Ctrl+Shift+$ Percentage, no decimal places Ctrl+Shift+% Scientific, two decimal places Ctrl+Shift+^ Date format with day, month, and year Ctrl+Shift+# Time format with hour and minute, AM or PM [email protected] Number format, two decimal places, thousands separator, minus sign for negative values Ctrl+Shift+!

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General Microsoft Excel 2016 Entry and Formatting Shortcuts

Article / Updated 09-30-2022

In Excel 2016, you can use the following keyboard shortcuts to enter and format data. To do this Use the key combination Enter the current time Ctrl+Shift+: Enter the current date Ctrl+; Apply an outline border Ctrl+Shift+& Remove an outline border Ctrl+Shift+_ Display or hide formulas in cells Ctrl+` Display Format Cells dialog box Ctrl+1 Hides selected rows Ctrl+9 Hides selected columns Ctrl+0

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General Microsoft Common Shortcuts in Word, Excel, and PowerPoint 2016

Article / Updated 09-30-2022

By touching a couple of keys in combination in Office 2016 programs, you can save time with simple tasks, such as copying text from one place and pasting it somewhere else. The keyboard shortcuts included here work equally well in Word, Excel, and PowerPoint 2016. Both mouse and keyboard methods are provided here. To do this With the mouse With the keyboard Open a file File→Open Ctrl+O Create a new file File→New Ctrl+N Print active document File→Print Ctrl+P Save your work (first time), or resave with same settings File→Save Ctrl+S Save your work with different name, location, or type File→Save As F12 Copy selection to Clipboard Home→ Copy Ctrl+C Cut selection to Clipboard Home→ Cut Ctrl+X Paste selection to Clipboard Home→ Paste Ctrl+V Open the Paste Special dialog box Home→Paste→Paste Special Ctrl+Shift+V Display shortcut menu for selected item Right-click item Shift+F10 Left-align a paragraph Home→ Left Align Ctrl+L Center a paragraph Home→ Center Ctrl+E Right-align a paragraph Home→ Right Align Ctrl+R Make text bold Home→ Bold Ctrl+B Make text italicized Home→ Italic Ctrl+I Make text underlined Home→Underline Ctrl+U Make text larger Home→Increase Font Size Ctrl+> Make text smaller Home→Decrease Font Size Ctrl+< Undo previous action Undo button on Quick Access toolbar Ctrl+Z Redo previous Undo Redo button on Quick Access toolbar Ctrl+Y Insert hyperlink Insert→Hyperlink Ctrl+K Get help Type in Tellme what you want to do box F1 Close the active file File→Close Ctrl+F4 Close the application Close button on application window Alt+F4 Check spelling Review→Spelling F7

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