Microsoft Mechanics: Capitalization, Punctuation, and UI Terminology

technical-writing
microsoft
capitalization
punctuation
formatting
Master Microsoft’s mechanical rules—sentence-style capitalization mandate, Oxford comma requirement, number formatting, and input-neutral UI terminology
Author

Dario Airoldi

Published

January 14, 2026

Microsoft Mechanics: Capitalization, Punctuation, and UI Terminology

Apply consistent formatting rules that make documentation scannable, accessible, and globally translatable

Table of Contents

Introduction

Mechanical consistency creates predictability for readers.
When capitalization, punctuation, and formatting follow consistent patterns, readers focus on content rather than deciphering style variations.

Microsoft’s mechanical rules are more prescriptive than most style guides, with particularly strong stances on capitalization and UI terminology.

This article covers:

  • Capitalization — The absolute mandate for sentence-style
  • Punctuation — Oxford comma, dashes, and spacing rules
  • Numbers — When to spell out, when to use numerals
  • UI terminology — Input-neutral verbs that work across devices
  • Formatting — Bold, code, and visual treatment
  • Global-ready — Rules that support localization

Prerequisites: Microsoft Voice and Tone covers the philosophical foundation these mechanics support.

Capitalization: Sentence Style Always

Microsoft takes one of the strongest stances in any style guide on capitalization:

“Default to sentence-style capitalization—capitalize only the first word of a heading or phrase and any proper nouns or names. Never Use Title Capitalization (Like This). Never Ever.”

Sentence-Style Capitalization

The rule: Capitalize only:

  1. The first word
  2. Proper nouns (names of people, products, places)
  3. Acronyms

Everything else stays lowercase.

✅ Correct (Sentence Style) ❌ Wrong (Title Case)
Getting started with Azure Getting Started With Azure
How to configure your settings How To Configure Your Settings
Authentication and security Authentication And Security
What’s new in Windows 11 What’s New In Windows 11
Using the command-line interface Using the Command-Line Interface

Where Sentence Style Applies

Use sentence style for:

  • All headings (H1 through H6)
  • Button labels
  • Menu items
  • Dialog titles
  • Tab labels
  • Link text
  • Column headers in tables
  • List items

Exceptions (use as-is):

  • Trademarked product names (follow trademark list)
  • Acronyms (maintain original case)
  • Code elements (preserve exact case)

Product Names and Trademarks

Product names follow Microsoft’s trademark list, not sentence-style rules:

Product (As Trademarked) In Sentence
Microsoft Azure “Deploy your app to Microsoft Azure.”
Visual Studio Code “Install Visual Studio Code first.”
Power BI “Create reports with Power BI.”
Xbox Series X “Games for Xbox Series X”

Note: “Azure” alone is acceptable after first use of “Microsoft Azure.”

Spelled-Out Acronyms

When spelling out acronyms, only capitalize if proper nouns:

Acronym Spelled Out Reason
API application programming interface Common noun
URL uniform resource locator Common noun
SDK software development kit Common noun
GUI graphical user interface Common noun
HTML Hypertext Markup Language (Product name origin)
HTTP Hypertext Transfer Protocol (Product name origin)

The “When in Doubt” Rule

When in doubt, don’t capitalize.”

If you’re unsure whether something is a proper noun or common noun, choose lowercase. This prevents the creeping capitalization that plagues technical documentation.

Overcapitalization: “The System Administrator should configure the Network Settings in the Control Panel.”

Correct: “The system administrator should configure the network settings in Control Panel.”

(Only “Control Panel” is capitalized—it’s a product feature name.)

Punctuation: Oxford Comma and Beyond

The Oxford Comma (Required)

Microsoft requires the serial (Oxford) comma:

“In a list of three or more items, include a comma before the conjunction.”

✅ Correct (With Oxford Comma) ❌ Wrong (Without)
Red, white, and blue Red, white and blue
Save, close, and exit Save, close and exit
Accuracy, clarity, and consistency Accuracy, clarity and consistency

Why it matters:

Without the Oxford comma, ambiguity can occur:

❌ “This book is dedicated to my parents, Ayn Rand and God.” (Are your parents Ayn Rand and God?)

✅ “This book is dedicated to my parents, Ayn Rand, and God.” (Three separate entities)

Periods

Skip periods on:

  • Headings and titles
  • Subheadings
  • UI element names
  • Short list items (three words or fewer)
  • Table cells with short content

Use periods on:

  • Complete sentences (always)
  • Longer list items (full sentences)
  • Paragraphs

Spacing: One space after periods, not two.

Em Dashes (—)

Use em dashes for:

  • Abrupt changes in thought
  • Emphasis or amplification
  • Setting off explanatory phrases

Formatting: No spaces around em dashes.

Correct: “The feature—available in all plans—syncs automatically.” ❌ Wrong: “The feature — available in all plans — syncs automatically.”

En Dashes (–)

Use en dashes for:

  • Ranges: “pages 10–15”, “2020–2024”
  • Compound modifiers: “New York–based company”

Not for:

  • Ranges that use “from…to” or “between…and” (use words, not dashes)

Wrong: “from 2020–2024” ✅ Correct: “from 2020 to 2024” or “2020–2024”

Hyphens (-)

Use hyphens for:

  • Compound modifiers before nouns: “cloud-based solution”
  • Prefixes when needed for clarity: “re-create” (vs. recreate)
  • Numbers as words: “twenty-one”

Don’t hyphenate:

  • Compounds after the noun: “The solution is cloud based.”
  • Common compound terms: “email”, “website”, “online”
  • Prefixes usually written solid: “preinstall”, “reopen”, “coworker”

Colons

Use colons to:

  • Introduce lists
  • Introduce explanations
  • Separate titles from subtitles

Capitalization after colons:

  • Capitalize if what follows is a complete sentence
  • Lowercase if a fragment

✅ “Remember one thing: Always save your work.” ✅ “You need three items: a keyboard, a mouse, and a monitor.”

Quotation Marks

Use quotation marks for:

  • Direct quotes
  • Article and chapter titles (not book titles—use italic)
  • Terms used in special ways

Punctuation placement:

  • Periods and commas go inside quotation marks (US style)
  • Question marks and exclamation points go inside if part of the quote

✅ “Save your changes,” the dialog said. ✅ Did you click “Submit”?

Numbers and Measurements

When to Spell Out

Spell out zero through nine:

  • “three options”
  • “five steps”
  • “zero errors”

Use numerals for 10 and above:

  • “15 users”
  • “100 requests”
  • “250 GB”

Exceptions: Always Use Numerals

Always use numerals for:

  • Measurements: “5 GB”, “3 pixels”, “2 seconds”
  • Percentages: “5 percent” or “5%”
  • Technical specifications: “4 CPU cores”
  • Code or commands: “set count to 5”
  • Versions: “version 3.1”
  • Page numbers, figure numbers
  • Times: “3:00 PM”

Formatting Numerals

Commas: Use commas in numbers with four or more digits.

  • ✅ 1,000
  • ✅ 10,000
  • ✅ 1,000,000

Decimals: Use periods for decimals.

  • ✅ 3.14
  • ✅ 99.9 percent

Don’t start sentences with numerals:

❌ “15 users reported the issue.” ✅ “Fifteen users reported the issue.” ✅ “The issue was reported by 15 users.”

Dates

Preferred format: Month day, year

  • ✅ January 5, 2026
  • ❌ 1/5/2026 (ambiguous internationally)
  • ❌ 5 January 2026 (not Microsoft style)

For global content: Spell out the month to avoid confusion.

Times

Format: Include AM/PM, no periods.

  • ✅ 3:00 PM
  • ✅ 10:30 AM
  • ❌ 3:00 p.m.
  • ❌ 15:00 (unless 24-hour is standard for audience)

Ordinals

Spell out ordinals in prose:

  • ✅ “the first step”
  • ✅ “third-party software”
  • ❌ “the 1st step”
  • ❌ “3rd-party software”

Numerals acceptable in:

  • Dates: “March 1st” (though “March 1” is preferred)
  • Rankings: “ranked 3rd”

UI Terminology: Input-Neutral Verbs

Microsoft’s guidance on UI terminology is distinctively input-neutral—avoiding device-specific terms like “click” or “tap.”

Why Input-Neutral?

Users interact with software through:

  • Mouse (click)
  • Keyboard (press, Tab, Enter)
  • Touch (tap, swipe)
  • Voice (say, speak)
  • Eye tracking
  • Assistive devices

Input-neutral verbs work for all these methods.

Primary UI Verbs

Action Microsoft Verb Avoid
Activate a button or link select click, tap, press
Open an app or file open launch, run, start
Navigate to a location go to navigate, browse
Type text enter type, input, key in
Check a checkbox select (the checkbox) check, tick
Uncheck a checkbox clear uncheck, untick
Choose from options choose or select pick
Move to close close exit, quit, dismiss
Activate a toggle turn on/off enable, toggle

Examples in Context

Device-specific: > “Click the Submit button.” > “Tap Settings and then tap Privacy.” > “Right-click to open the context menu.”

Input-neutral: > “Select Submit.” > “Go to Settings > Privacy.” > “Open the context menu.” (Don’t specify how)

Using the Angle Bracket (>)

For simple sequential steps, use > with spaces:

✅ “Go to Settings > Privacy > Location.” ✅ “Select File > Save As.”

When not to use > :

  • Complex procedures with explanations between steps
  • When additional context is needed at each step

Bold for UI Elements

Bold UI element names in documentation:

✅ “Select Save.” ✅ “In the Name field, enter your username.” ✅ “Turn on Location services.”

Don’t bold:

  • Generic descriptions: “Select the save button”
  • Key names in keyboard shortcuts: Ctrl+S

Keyboard Shortcuts

Formatting:

  • Capitalize key names: Ctrl, Alt, Shift, Enter, Tab
  • Use + without spaces: Ctrl+Alt+Delete
  • Bold the shortcut in documentation: Ctrl+S

✅ “Press Ctrl+S to save.” ✅ “Use Alt+Tab to switch windows.”

Text Formatting

Bold

Use bold for:

  • UI element names in instructions
  • Terms being defined (on first use)
  • Emphasis (sparingly)

Don’t overuse bold. If everything is bold, nothing stands out.

Italic

Use italic for:

  • Book and publication titles
  • Mathematical variables
  • Introducing new terms (alternative to bold)
  • Emphasis (when bold is too strong)

Code Formatting

Use code formatting (monospace) for:

  • Code snippets and commands
  • File names and paths
  • API names, methods, properties
  • Keyboard input in code context
  • Configuration values

config.jsongetUserById()SELECT * FROM users

Don’t Combine Formatting

Avoid: bold and italicAvoid: bold codePrefer: One format per element

Procedures and Instructions

The Best Procedure

“The best procedure is the one you don’t need.”

If the UI is intuitive, don’t document what’s obvious. Focus procedures on:

  • Non-obvious actions
  • Complex workflows
  • Error recovery
  • Configuration decisions

Step Formatting

Single-step procedures:

  • Don’t number single steps
  • Use “To [goal], [action]” format

✅ “To save your work, select Save.”

Multi-step procedures:

  • Number the steps
  • Limit to seven steps maximum
  • Each step = one action

1. Open **Settings**.
2. Select **Privacy**.
3. Turn on **Location services**.

Location Before Action

Tell users where they are before telling them what to do:

❌ “Select Submit in the dialog.” ✅ “In the confirmation dialog, select Submit.”

❌ “Click the Delete button at the top of the page.” ✅ “At the top of the page, select Delete.”

Optional Steps

Mark optional steps clearly:

✅ “(Optional) Add a description.” ✅ “If you want to customize the layout, select Options.”

Results and Verification

Tell users what happens:

✅ “Select Save. A confirmation message appears.” ✅ “The file downloads to your Downloads folder.”

Global-Ready Writing

Microsoft content reaches global audiences. These rules support localization and non-native English speakers.

Deep dive: For a comprehensive treatment of internationalization, localization, translation workflows, and cultural adaptation, see 12-writing-for-global-audiences.md.

Include Articles

Don’t drop articles (a, an, the) for brevity:

❌ “Select button to continue.” ✅ “Select the button to continue.”

Articles help machine translation and non-native readers parse sentences.

Include “That” and “Who”

Don’t drop relative pronouns:

❌ “The file you downloaded is ready.” ✅ “The file that you downloaded is ready.”

❌ “Users need admin access can change settings.” ✅ “Users who need admin access can change settings.”

Avoid Idioms

Idioms don’t translate:

Idiom Literal Replacement
“hit the ground running” “start quickly”
“at the end of the day” “ultimately”
“ballpark figure” “rough estimate”
“out of the box” “by default” or “immediately”
“low-hanging fruit” “easy improvements”

Avoid Culture-Specific References

  • Don’t use seasons: “Update in spring” → “Update in March”
  • Don’t reference holidays: “Before Christmas” → “By December 20”
  • Don’t assume sports knowledge: “home run” → “great success”
  • Don’t assume political knowledge: References to specific elections, parties

Date and Time Formats

Spell out months to avoid ambiguity:

Format Region Interpretation
1/5/2026 US January 5
1/5/2026 UK May 1
January 5, 2026 Universal January 5

Include time zones for global events:

✅ “3:00 PM Pacific Time (PT)” ✅ “10:00 AM UTC”

Series Navigation

This article is part of a 5-article series on the Microsoft Writing Style Guide:

Article Title Focus
00 Overview and Philosophy Guide structure, Top 10 Tips, philosophy
01 Voice and Tone Three voice principles, contractions, person, bias-free communication
02 Mechanics and Formatting (this article) Capitalization, punctuation, numbers, UI terminology
03 Comparative Analysis Microsoft vs. Google, Apple, Wikipedia, Diátaxis
04 Principles Reference Extractable rules (YAML/JSON) for prompts and agents

References

📘 Official Sources