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The Option key also enables you to enable the Save As option in Mac apps.Just press it when you click on the File menu and you'll see the new options. You may be wondering whether you can use the. In the Press new keyboard shortcut box, type a key combination that includes at least one modifier key (, CONTROL, OPTION, SHIFT ) and an additional key, such as + OPTION + F11. If you type a keyboard shortcut that is already assigned, the action assigned to that key. Function key shortcuts; Word 2016 for Mac uses the function keys for common commands, including Copy and Paste. For quick access to these shortcuts, you can change your Apple system preferences so you don't have to press the Fn key every time you use a function key shortcut. F1: Undo the last action: F2: Cut selected text or graphics: F3.
Below is a listing of the more commonly used shortcut keys in Microsoft Word. See the computer shortcuts page if you are looking for a list of shortcut keys used in other programs. Please be aware that some of these shortcuts may not work in all versions of Microsoft Word.Note
Most of you already know that you can quickly add a horizontal line to a Word document by typing three hyphens and pressing Enter-but there's more. There are several line keyboard shortcuts and a. In the Format sidebar, click the Style button near the top. If the text is in a text box, table, or shape, first click the Text tab at the top of the sidebar, then click the Style button. In the Alignment section, click the alignment buttons you want.
If the device you are using does not have function keys (F1-F12) on its keyboard, like a Chromebook, certain shortcuts will be unavailable to you.
- Mac Modifier Keys. Mac has few modifier keys to have multiple combination of shortcuts. Generally, Mac users type the modifier key symbol instead of typing the name. For example, command key is shown with the symbol ⌘. Though we have used description for keys, you should know the modifier keys on your Mac keyboard.
- To use the standard function keys, hold the Fn (Function) key when pressing a function key. For example, pressing both Fn and F12 (speaker icon) performs the action assigned to the F12 key instead of raising the volume of your speakers. If your keyboard doesn’t have an Fn key, try pressing and holding the Control key when pressing a function key.
Some of the Microsoft Word shortcut keys below may not work in Word 365.
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|Ctrl+0||Toggles 6pts of spacing above the paragraph.|
|Ctrl+A||Select all contents of the page.|
|Ctrl+B||Bold highlighted selection.|
|Ctrl+C||Copy selected text.|
|Ctrl+D||Open the font preferences window.|
|Ctrl+E||Aligns the line or selected text to the center of the screen.|
|Ctrl+F||Open find box.|
|Ctrl+I||Italic highlighted selection.|
|Ctrl+J||Aligns the selected text or line to justify the screen.|
|Ctrl+K||Insert a hyperlink.|
|Ctrl+L||Aligns the line or selected text to the left of the screen.|
|Ctrl+M||Indent the paragraph.|
|Ctrl+N||Opens new, blank document window.|
|Ctrl+O||Opens the dialog box or page for selecting a file to open.|
|Ctrl+P||Open the print window.|
|Ctrl+R||Aligns the line or selected text to the right of the screen.|
|Ctrl+S||Save the open document. Like Shift+F12.|
|Alt+F, A||Save the document under a different file name.|
|Alt+X||Show the Unicode code of a highlighted character.|
|Ctrl+T||Create a hanging indent.|
|Ctrl+U||Underline the selected text.|
|Ctrl+W||Close the currently open document.|
|Ctrl+X||Cut selected text.|
|Ctrl+Y||Redo the last action performed.|
|Ctrl+Z||Undo last action.|
|Ctrl+Shift+L||Quickly create a bullet point.|
|Ctrl+Shift+F||Change the font.|
|Ctrl+Shift+>||Increase selected font +1pts up to 12pt and then increase font +2pts.|
|Ctrl+]||Increase selected font +1pts.|
|Ctrl+Shift+<||Decrease selected font -1pts if 12pt or lower; if above 12, decreases font by +2pt.|
|Ctrl+[||Decrease selected font -1pts.|
|Ctrl+/+c||Insert a cent sign (¢).|
|Ctrl+'+<char>||Insert a character with an accent (acute) mark, where <char> is the character you want. For example, if you wanted an accented é you would use Ctrl+'+e as your shortcut key. To reverse the accent mark, use the opposite accent mark, often found on the tilde key.|
|Ctrl+Shift+*||View or hide non printing characters.|
|Ctrl+<left arrow>||Moves one word to the left.|
|Ctrl+<right arrow>||Moves one word to the right.|
|Ctrl+<up arrow>||Moves to the beginning of the line or paragraph.|
|Ctrl+<down arrow>||Moves to the end of the paragraph.|
|Ctrl+Del||Deletes word to right of cursor.|
|Ctrl+Backspace||Deletes word to left of cursor.|
|Ctrl+End||Moves the cursor to the end of the document.|
|Ctrl+Home||Moves the cursor to the beginning of the document.|
|Ctrl+Spacebar||Reset highlighted text to the default font.|
|Ctrl+Alt+1||Changes text to heading 1.|
|Ctrl+Alt+2||Changes text to heading 2.|
|Ctrl+Alt+3||Changes text to heading 3.|
|Alt+Ctrl+F2||Open new document.|
|Ctrl+F1||Open the Task Pane.|
|Ctrl+F2||Display the print preview.|
|Ctrl+Shift+>||Increases the selected text size by one font size.|
|Ctrl+Shift+<||Decreases the selected text size by one font size.|
|Ctrl+Shift+F6||Switches to another open Microsoft Word document.|
|Ctrl+Shift+F12||Prints the document.|
|F4||Repeat the last action performed (Word 2000+).|
|F5||Open the Find, Replace, and Go To window in Microsoft Word.|
|F7||Spellcheck and grammar check selected text or document.|
|Shift+F3||Change the text in Microsoft Word from uppercase to lowercase or a capital letter at the beginning of every word.|
|Shift+F7||Runs a Thesaurus check on the selected word.|
|Shift+F12||Save the open document. Like Ctrl+S.|
|Shift+Enter||Create a soft break instead of a new paragraph.|
|Shift+Alt+D||Insert the current date.|
|Shift+Alt+T||Insert the current time.|
You can also utilize the mouse to perform some common actions. The following section contains examples of mouse shortcuts.
|Click, hold, and drag||Selects text from where you click and hold to the point you drag and let go.|
|Double-click||If double-clicking a word, selects the complete word.|
|Double-click||Double-clicking on the left, center, or right of a blank line makes the alignment of the text left, center, or right aligned.|
|Double-click||Double-clicking anywhere after text on a line sets a tab stop.|
|Triple-click||Selects the line or paragraph of the text where the mouse is triple-clicked.|
|Ctrl+Mouse wheel||Zooms in and out of document.|
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Effective November 2020:
- Common Data Service has been renamed to Microsoft Dataverse. Learn more
- Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more
This article will be updated soon to reflect the latest terminology.
After you create and import Office Word templates into customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), with one click users can generate standardized documents automatically populated with data. This feature has some special considerations you should know about to successfully create Word templates.
Check out the following video: Create documents directly from Dynamics CRM by using Word and Excel templates (2:38)
There is a known issue when creating templates in Word. This topic contains information on how to prevent interactions that could potentially destabilize Word. See: Important! A known issue and how to avoid it
The following are the supported versions of Word.
|Creating a Word template||2013, 2016|
|Using a Word document generated in customer engagement apps||2010, 2013, 2016|
Macro-enabled Word documents (.docm) are not supported.
Follow the steps in this topic to successfully create and use Word templates in customer engagement apps.
Step 1: Create a Word template
Where you can create a template
There are three places in customer engagement apps where you can create a Word template:
From the Settings page. Go to Settings > Templates > Document Templates > New(). You'll need sufficient permissions to access to the Settings page, such as System Administrator or System Customizer.
From a record. Open a record such as an account in Sales. Go to Sales > Client_Accounts > My Active Accounts. Click an account to open it, and then click More (…) > Word Templates > Create Word Template. Templates created here are personal and available only to the user creating the template.
From a list of records. For example, go to Sales > Client_Accounts > My Active Accounts. Select a single account, and then click More (…) > Word Templates > Create Word Template.
To delete personal document templates, do the following:
- Click Advanced Find ().
- For Look for, select Personal Document Templates.
- Click Results (!).
- Select the personal document template to delete and then click Delete ().
After clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity.
The relationship selection page appears.
What are 1:N, N:1, and N:N relationships?
This screen requires an understanding of your customer engagement apps data structure. Your administrator or customizer can provide information about entity relationships. For admin content, see: Entity relationships overview.
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Here are some example relationships for the Account entity.
|An account can have multiple contacts.|
|A lead, account, or contact can have multiple accounts.|
|An account can have multiple marketing lists.|
A marketing list can have multiple accounts.
The relationships you select on this screen determine what entities and fields are available later when you define the Word template. Only select relationships you need to add data to the Word template.
To ensure documents download in a timely matter, there is an upper limit of 100 for the number of related records returned for each relationship. For example, if you're exporting a template for an account, and you want to include a list of its contacts, the document will return at most 100 of the account's contacts.
Download the template
Click Download Template on the Select Entity page to create a Word file on your local computer with the exported entity included as XML data.
Document template downloaded from one environment can only be used within that environment. environment to environment migration for Word or Excel templates isn't currently supported.
Step 2: Enable the Developer tab
Open the Word template file. At this point, the document appears to be blank.
To see and add customer engagement apps XML data, you need to enable the Word Developer tab.
Go to File > Options > Customize Ribbon, and then enable Developer.
Developer now appears in the Word ribbon.
Important! A known issue and how to avoid it
There's a known issue with customer engagement apps apps-generated Word templates and Office Word. In the next section, you'll be adding XML content control fields to the Word template.
A few things can cause Word to freeze, requiring you to use Task Manager to stop Word:
- You insert a content control other than Picture or Plain Text.
- You make a textual change, such as changing the capitalization or adding text, to a content control. These changes can occur through AutoCorrect as well as user edits. By default, Microsoft Word AutoCorrect capitalizes sentences. When you add a content control field, Word sees it as a new sentence and will capitalize it when focus shifts away from the field.
To prevent issues with control fields, do the following:
Only add fields as Plain Text or Picture
You use the XML Mapping Pane to add entity fields to your Word template. Be sure to only add fields as Plain Text or Picture.
Do not make any textual changes to the added content control
You can make formatting changes to content control fields, such as bolding the text, but no other textual changes, including capitalization changes.
If you experience Word freezing or performance degradation, try turning off AutoCorrect.
Turn off AutoCorrect
With the template file open in Word, go to File > Options > Proofing > AutoCorrect Options.
Deselect Capitalize first letter of sentences and Automatically use suggestions from the spelling checker.
Deselect Hyphens (--) with dash (-) on the AutoFormat and AutoFormat as You Type tabs.
If you followed the above recommendations, you're ready to define the Word template.
Step 3: Define the Word template
Use the XML Mapping Pane to define the Word template with entity fields.
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In your Word template, click Developer > XML Mapping Pane.
The default XML schema is selected.
Select the XML schema. It will begin with 'urn:microsoft-crm/document-template/'.
If you have frequent accidental edits that cause Word to freeze or have performance degradation, be sure to turn off the AutoCorrect options according to the section: 'A known issue and how to avoid it'.
Expand the entity, right-click the entity field, and then click Insert Content Control > Plain Text.
The entity field is added to the Word template.
Add additional entity fields, add descriptive labels and text, and format the document.
A completed template might look like this:
Some content control fields you entered likely have multiple lines of data. For example, accounts have more than one contact. To include all the data in your Word template, set the content control field to repeat.
Set content control fields to repeat
Put fields with repeating data in a table row.
Select the entire table row in the template.
In the XML Mapping Pane, right-click the relationship containing the content control fields, and then click Repeating.
When you use the Word template in customer engagement apps to create a document, the table will populate with multiple rows of data.
When the template has the fields and formatting you want, save it and upload it into customer engagement apps.
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Step 4: Upload the Word template back into customer engagement apps
When you have your Word template built the way you want, save it so you can upload it into customer engagement apps.
Access to the newly created Word template depends on how you uploaded it and to the access granted to the security role. Be sure to check out Use Security Roles to control access to templates.
Administrators can use the Settings page to upload the Word template into customer engagement apps. A template uploaded in Settings is available to all users in your organization.
For admins: Upload the Word template into customer engagement apps
Go to Settings > Templates > Document Templates.
Click Upload Template.
Drag the Word file in the dialog box or browse to the file.
Non-admin users can upload a template for their own use from a list of records.
For non-admins or admins wanting to create a personal template: Upload the Word template into customer engagement apps
Open a page with a list of records, for example, the list of customer accounts in Sales.
Select a single item such as an account, click More (…) > Word Templates > Create Word Template.
Click Word Template > Upload.
Drag the Word file in the dialog box or browse to the file.
Step 5: Generate a document from the Word template
To use the Word template you've created, do the following:
Open a record with information you want to create a document. For example, open a customer account record in Sales.
Click More (…) > Word Templates, and then under Word Templates select the template you created.
If the template you created is not visible, there are two possibilities:
Only templates built for the selected record type (entity) will be displayed. For example, if you open an opportunity record, you will not see a template you created with the Account entity.
You need to refresh customer engagement apps to see the template. Either refresh your browser or close and reopen customer engagement apps.
After you select your Word template, customer engagement apps create a Word document from the record you selected.
Try out the sample Word templates
There are five Word templates included with customer engagement apps.
The sample Word templates were created with a particular record type (entity). You'll only be able to apply the template to records of the same record type.
|Opportunity Summary||Opportunity (Sales area)|
|Campaign Summary||Campaign (Marketing area)|
|Case Summary||Case (Service area)|
|Invoice||Invoice (Sales area)|
|Account Summary||Client_Account (Sales, Service, and Marketing areas)|
To apply a sample Word template
Open a record with information with the entity type that matches the sample template. For example, open a customer account record in Sales to apply the Account Summary template.
Click More (…) > Word Templates, and then under Word Templates select the sample template.
Open the newly-created Word template and give it a look.
You can review but not edit templates that are included in customer engagement apps.
Use Security Roles to control access to templates
Administrators can control access to Word templates with some granularity. For example, you can give salespeople Read but not Write access to a Word template.
Click Settings > Security > Security Roles.
Select a role, and then click the Business Management tab.
Select Document Template to set access for templates available to the entire organization. Select Personal Document Template for templates shared to individual users.
Click the circles to adjust the level of access.
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Lists in created documents are not in the same order as records
Lists of records created from a custom template may not appear in the same order in Word documents as the order in customer engagement apps. Records are listed in the order of the time and date they were created.