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Office 365 (Outlook) Toolkit

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Overview

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Available Tools

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Email Management

• Send Email - Send emails through Outlook
• Read Email - Retrieve and read email messages
• Search Emails - Find emails using advanced search
• Reply to Email - Send replies to existing conversations
• Manage Folders - Organize emails in folders

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Calendar Management

• Create Events - Schedule meetings and appointments
• Update Events - Modify existing calendar events
• List Events - View calendar events
• Delete Events - Remove calendar events
• Manage Attendees - Handle meeting participants

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Office 365 Integration

• Access OneDrive - Manage files in OneDrive
• SharePoint Integration - Access SharePoint resources
• Teams Integration - Interact with Microsoft Teams (when available)

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Setup Instructions

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Cloud Customers (Odin Hosted)

1. Connect Microsoft Account
   • Users can connect their Microsoft 365 accounts directly from their agent settings
   • OAuth flow uses Odin’s pre-configured Microsoft app
   • Access to Outlook, Calendar, OneDrive, and SharePoint
   • No additional setup or credentials needed

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On-Premise Customers (Self-Hosted)

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Prerequisites

• Azure Portal account
• Microsoft 365 account with admin access
• Odin AI Super Admin access

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Step 1: Azure Portal Setup

1. Go to Azure Portal
   • Visit portal.azure.com
   • Navigate to Azure Active Directory > App registrations
2. Create New Registration
   • Click “New registration”
   • Choose a name for your app
   • Select “Accounts in any organizational directory and personal Microsoft accounts”
   • Set redirect URI: https://your-odin-domain.com/user/integrations/office365/oauth/callback
3. Configure API Permissions
   • Add Microsoft Graph permissions:
     • Mail.ReadWrite - Read and write mail
     • Calendars.ReadWrite - Read and write calendars
     • User.Read - Read user profile
     • Files.ReadWrite - Read and write files
     • Sites.ReadWrite.All - Read and write SharePoint sites
     • offline_access - Maintain access to data
4. Grant Admin Consent
   • Click “Grant admin consent” for your organization
   • Ensure all permissions are approved

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Step 2: Get Credentials

1. Copy Application ID
   • From the app registration overview page
   • Copy the Application (client) ID
2. Create Client Secret
   • Go to “Certificates & secrets”
   • Click “New client secret”
   • Copy the secret value (you won’t see it again)
3. Note the Tenant ID
   • Copy the Directory (tenant) ID from the overview page

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Step 3: Configure in Odin

1. Access Super Admin Panel
   • Log in to your Odin instance as Super Admin
   • Navigate to Super Admin > Toolkits
2. Add Office 365 Configuration
   • Find Office 365 in the toolkit list
   • Enter the following credentials:
     • Office 365 Client ID: Your Application (client) ID
     • Office 365 Client Secret: Your client secret value
     • Office 365 Tenant ID: Your Directory (tenant) ID
     • Office 365 Redirect URI: Your configured redirect URI
3. Save Configuration
   • Click “Save” to store the configuration

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Best Practices

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Security

• Use minimal required permissions
• Regularly rotate client secrets
• Monitor access logs and API usage
• Implement proper error handling
• Use conditional access policies when possible

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Performance

• Use batch operations when possible
• Implement rate limiting to respect API limits
• Cache frequently accessed data
• Use appropriate query filters
• Handle API rate limits gracefully

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User Experience

• Provide clear error messages
• Implement retry mechanisms for failed operations
• Use proper email formatting (HTML vs plain text)
• Respect user preferences and settings
• Provide progress indicators for long operations

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Rate Limits

• 10,000 requests per 10 minutes per application
• 4 requests per second per user
• Rate limit headers included in responses

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Related Toolkits

• Microsoft Excel - Work with Excel spreadsheets
• Microsoft Word - Create and edit Word documents
• Gmail - Alternative email service
• Google Calendar - Alternative calendar service

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