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.openpublishing.redirection.json

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powerapps-docs/developer/data-platform/org-service/samples/create-retrieve-outlook-filters.md

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powerapps-docs/developer/data-platform/org-service/samples/toc.yml

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href: export-import-data-map.md
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- name: Import data using complex data map
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href: import-data-complex-data-map.md
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- name: Outlook
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items:
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- name: Create and retrieve Outlook filters
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href: create-retrieve-outlook-filters.md
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- name: Plug-ins
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- name: Create a basic plug-in

powerapps-docs/developer/data-platform/outlook-client/extend-dynamics-365-outlook.md

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---
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title: "Extend Dynamics 365 for Outlook (Microsoft Dataverse) | Microsoft Docs"
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description: "Dynamics 365 for Outlook lets users interact with data while theyre offline and not connected to a server. Microsoft Dataverse includes features that let you extend your solutions to offline scenarios by calling the web services offline from your custom code. In addition, the Sdk assembly provides programmatic support for basic Outlook actions such as synchronization, going offline or online, and Dynamics 365 for Outlook state verification. Offline programming uses the ASP.NET Development Server."
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description: "Dynamics 365 for Outlook lets users interact with data while they're offline and not connected to a server. Microsoft Dataverse includes features that let you extend your solutions to offline scenarios by calling the web services offline from your custom code. In addition, the Sdk assembly provides programmatic support for basic Outlook actions such as synchronization, going offline or online, and Dynamics 365 for Outlook state verification. Offline programming uses the ASP.NET Development Server."
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ms.date: 04/07/2020
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>
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> For further information and steps to make a smooth transition, download [Dynamics 365 for Outlook (COM add-in) Playbook](https://aka.ms/OutlookCOMPlaybook).
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Dynamics 365 for Outlook lets users interact with data while theyre offline and not connected to a server. Microsoft Dataverse includes features that let you extend your solutions to offline scenarios by calling the web services offline from your custom code. In addition, the <xref:Microsoft.Crm.Outlook.Sdk> assembly provides programmatic support for basic Outlook actions such as synchronization, going offline or online, and Dynamics 365 for Outlook state verification. Offline programming uses the ASP.NET Development Server.
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Dynamics 365 for Outlook lets users interact with data while they're offline and not connected to a server. Microsoft Dataverse includes features that let you extend your solutions to offline scenarios by calling the web services offline from your custom code. In addition, the <xref:Microsoft.Crm.Outlook.Sdk> assembly provides programmatic support for basic Outlook actions such as synchronization, going offline or online, and Dynamics 365 for Outlook state verification. Offline programming uses the ASP.NET Development Server.
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Dynamics 365 includes features that allow administrators to customize and manage filters for their users. Filter templates provide the starting point for entity synchronization on Dynamics 365 for Outlook. Filters determine which entity collections are synchronized to Outlook and to SQL Server 2008 Express Edition for offline-enabled Dynamics 365 solutions.
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## In This Section
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[Offline and Outlook Filters and Templates](offline-outlook-filters-templates.md)<br />
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[Sample: Create and retrieve Outlook filters](../org-service/samples/create-retrieve-outlook-filters.md)<br />
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[Sample: Use Outlook Methods](sample-outlook-methods.md)<br />
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## Related Sections

powerapps-docs/developer/data-platform/outlook-client/offline-outlook-filters-templates.md

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## Instantiate a template
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You can instantiate one or more filters per user. To do this manually, use the <xref:Microsoft.Crm.Sdk.Messages.InstantiateFiltersRequest> to instantiate a filter, creating a user query record. Each user query record contains a reference back to the filter. If you update the filter, you can call instantiate again to refresh or override the users changes to the filter (user query record).
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You can instantiate one or more filters per user. To do this manually, use the <xref:Microsoft.Crm.Sdk.Messages.InstantiateFiltersRequest> to instantiate a filter, creating a user query record. Each user query record contains a reference back to the filter. If you update the filter, you can call instantiate again to refresh or override the user's changes to the filter (user query record).
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## Reset a users filters to the default
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## Reset a user's filters to the default
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You can reset the filters for a user to the default by using the <xref:Microsoft.Crm.Sdk.Messages.ResetUserFiltersRequest>.
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### See also
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[Extend Dynamics 365 for Outlook](extend-dynamics-365-outlook.md)<br />
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[SavedQuery Entity Reference](../reference/entities/savedquery.md)<br />
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[Sample: Create and retrieve Outlook filters](../org-service/samples/create-retrieve-outlook-filters.md)<br />
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<xref:Microsoft.Crm.Sdk.Messages.InstantiateFiltersRequest><br />
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<xref:Microsoft.Crm.Sdk.Messages.ResetUserFiltersRequest>
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powerapps-docs/developer/data-platform/outlook-client/toc.yml

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- name: Offline and Outlook filters and templates
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href: offline-outlook-filters-templates.md
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- name: "Sample: Create and retrieve Outlook filters"
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href: ../org-service/samples/create-retrieve-outlook-filters.md
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- name: "Sample: Use Dynamics 365 for Outlook methods"
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href: sample-outlook-methods.md
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- name: Offline use of web services

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