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Microsoft 365

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Authentication & Setup

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Required Permissions

• Mail.ReadWrite: Full access to read, compose, send, and delete emails in user mailboxes.
• Mail.Send: Send emails on behalf of the user without full mailbox access.
• Calendars.ReadWrite: Create, read, update, and delete calendar events and meetings.
• Files.ReadWrite.All: Full access to OneDrive and SharePoint files and folders.
• User.Read: Read basic user profile information.
• Contacts.ReadWrite: Manage user contacts and contact lists.

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Available Operations

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Email Operations

• Search Emails: Query mailbox using keywords, sender, date range, and folder filters. Supports advanced search operators.
• Send Email: Compose and send emails with attachments, CC/BCC recipients, and HTML formatting.
• Reply to Email: Reply or reply-all to existing email threads maintaining conversation context.
• Forward Email: Forward messages to other recipients with optional comments.
• Get Email Content: Retrieve full email body, headers, and attachment metadata.
• Move Email: Organize emails by moving them between folders (Inbox, Archive, Custom folders).
• Create Draft: Save emails as drafts for later review and sending.
• Download Attachment: Extract and save email attachments to agent workspace.
• Mark as Read/Unread: Update email status flags.
• Delete Email: Move emails to Deleted Items or permanently delete.

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Calendar Operations

• List Events: Query calendar events by date range, attendees, or keywords.
• Create Event: Schedule meetings with title, date/time, location, attendees, and body.
• Update Event: Modify existing calendar events including rescheduling.
• Cancel Event: Delete meetings and send cancellation notices to attendees.
• Find Free Slots: Check availability across multiple calendars for meeting scheduling.
• Get Attendee Status: View RSVP responses (Accepted, Tentative, Declined).
• Add Attendees: Invite additional participants to existing meetings.
• Set Reminder: Configure notification alerts for events.

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OneDrive & SharePoint Operations

• List Files: Browse files and folders in OneDrive or SharePoint document libraries.
• Upload File: Upload documents from agent workspace to cloud storage.
• Download File: Retrieve files for processing or analysis.
• Search Files: Find files by name, content, or metadata across OneDrive/SharePoint.
• Create Folder: Organize files with new folder structures.
• Share File: Generate sharing links with view/edit permissions and expiration dates.
• Move File: Relocate files between folders or sites.
• Delete File: Remove files and folders from storage.
• Get File Metadata: Retrieve creation date, modified date, size, and author information.

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Contacts Operations:

• **List Contacts: Browse user contacts and contact lists.
• **Create Contact: Add new contacts with name, email, phone, and other details.
• **Update Contact: Modify existing contact information.
• **Delete Contact: Remove contacts from contact lists.
• **Search Contacts: Find contacts by name, email, or other fields.

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Configuration Options

• Default Mailbox: Specify which mailbox to access (user’s primary or shared mailbox).
• Folder Scope: Limit access to specific folders (e.g., only Inbox and Sent Items).
• Calendar Scope: Choose which calendars to access (primary, shared, or resource calendars).
• File Location: Set default OneDrive folder or SharePoint site for file operations.
• Attachment Handling: Configure automatic virus scanning and size limits for attachments.
• Time Zone: Set time zone for calendar operations to ensure correct scheduling.

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Use Cases

• Automated Meeting Scheduling: Agent reads email requests, checks calendar availability, proposes times, and books meetings automatically.
• Email Triage: Automatically categorize and route incoming emails based on content, urgency, and sender.
• Report Distribution: Generate reports using other toolkits, upload to OneDrive, and email links to stakeholders.
• Meeting Preparation: Extract agenda items from emails, find related documents in SharePoint, and prepare meeting materials.
• Follow-up Automation: Track action items from meetings and send reminder emails to participants.
• Document Collaboration: Upload drafts to SharePoint, share with team, collect feedback via email.
• Calendar Management: Coordinate multi-party meetings by checking availability and finding optimal time slots.

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Best Practices

• Use Service Accounts: For shared scenarios, use dedicated service accounts rather than personal accounts.
• Implement Rate Limiting: Microsoft Graph API has throttling limits; implement exponential backoff for retries.
• Batch Operations: Use batch requests to perform multiple operations in a single API call for better performance.
• Monitor Quota: Track API usage to avoid hitting Microsoft’s daily limits.
• Security Scanning: Always scan attachments and uploaded files for malware before processing.

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Common Issues & Solutions

• Authentication Failures: Verify Azure AD app permissions are granted admin consent. Check token expiration.
• Insufficient Permissions: Ensure all required API permissions are granted in Azure portal.
• Calendar Conflicts: Use Find Free Slots tool before creating events to avoid double-booking.
• Attachment Size Limits: Large files should be uploaded to OneDrive first, then linked in emails.