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feat: update docs with new approach to consume Platform Actions (#3675)
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Lucas Gomide
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docs/en/enterprise/integrations/microsoft_outlook.mdx
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docs/en/enterprise/integrations/microsoft_outlook.mdx
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---
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title: Microsoft Outlook Integration
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description: "Email, calendar, and contact management with Microsoft Outlook integration for CrewAI."
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icon: "envelope"
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mode: "wide"
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---
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## Overview
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Enable your agents to access and manage Outlook emails, calendar events, and contacts. Send emails, retrieve messages, manage calendar events, and organize contacts with AI-powered automation.
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## Prerequisites
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Before using the Microsoft Outlook integration, ensure you have:
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- A [CrewAI AMP](https://app.crewai.com) account with an active subscription
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- A Microsoft account with Outlook access
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- Connected your Microsoft account through the [Integrations page](https://app.crewai.com/crewai_plus/connectors)
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## Setting Up Microsoft Outlook Integration
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### 1. Connect Your Microsoft Account
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1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors)
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2. Find **Microsoft Outlook** in the Authentication Integrations section
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3. Click **Connect** and complete the OAuth flow
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4. Grant the necessary permissions for mail, calendar, and contact access
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5. Copy your Enterprise Token from [Integration Settings](https://app.crewai.com/crewai_plus/settings/integrations)
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### 2. Install Required Package
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```bash
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uv add crewai-tools
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```
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## Available Actions
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<AccordionGroup>
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<Accordion title="microsoft_outlook/get_messages">
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**Description:** Get email messages from the user's mailbox.
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**Parameters:**
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- `top` (integer, optional): Number of messages to retrieve (max 1000). Default is `10`.
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- `filter` (string, optional): OData filter expression (e.g., "isRead eq false").
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- `search` (string, optional): Search query string.
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- `orderby` (string, optional): Order by field (e.g., "receivedDateTime desc"). Default is "receivedDateTime desc".
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- `select` (string, optional): Select specific properties to return.
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- `expand` (string, optional): Expand related resources inline.
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</Accordion>
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<Accordion title="microsoft_outlook/send_email">
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**Description:** Send an email message.
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**Parameters:**
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- `to_recipients` (array, required): Array of recipient email addresses.
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- `cc_recipients` (array, optional): Array of CC recipient email addresses.
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- `bcc_recipients` (array, optional): Array of BCC recipient email addresses.
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- `subject` (string, required): Email subject.
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- `body` (string, required): Email body content.
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- `body_type` (string, optional): Body content type. Enum: `Text`, `HTML`. Default is `HTML`.
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- `importance` (string, optional): Message importance level. Enum: `low`, `normal`, `high`. Default is `normal`.
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- `reply_to` (array, optional): Array of reply-to email addresses.
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- `save_to_sent_items` (boolean, optional): Whether to save the message to Sent Items folder. Default is `true`.
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</Accordion>
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<Accordion title="microsoft_outlook/get_calendar_events">
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**Description:** Get calendar events from the user's calendar.
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**Parameters:**
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- `top` (integer, optional): Number of events to retrieve (max 1000). Default is `10`.
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- `skip` (integer, optional): Number of events to skip. Default is `0`.
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- `filter` (string, optional): OData filter expression (e.g., "start/dateTime ge '2024-01-01T00:00:00Z'").
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- `orderby` (string, optional): Order by field (e.g., "start/dateTime asc"). Default is "start/dateTime asc".
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</Accordion>
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<Accordion title="microsoft_outlook/create_calendar_event">
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**Description:** Create a new calendar event.
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**Parameters:**
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- `subject` (string, required): Event subject/title.
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- `body` (string, optional): Event body/description.
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- `start_datetime` (string, required): Start date and time in ISO 8601 format (e.g., '2024-01-20T10:00:00').
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- `end_datetime` (string, required): End date and time in ISO 8601 format.
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- `timezone` (string, optional): Time zone (e.g., 'Pacific Standard Time'). Default is `UTC`.
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- `location` (string, optional): Event location.
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- `attendees` (array, optional): Array of attendee email addresses.
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</Accordion>
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<Accordion title="microsoft_outlook/get_contacts">
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**Description:** Get contacts from the user's address book.
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**Parameters:**
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- `top` (integer, optional): Number of contacts to retrieve (max 1000). Default is `10`.
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- `skip` (integer, optional): Number of contacts to skip. Default is `0`.
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- `filter` (string, optional): OData filter expression.
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- `orderby` (string, optional): Order by field (e.g., "displayName asc"). Default is "displayName asc".
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</Accordion>
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<Accordion title="microsoft_outlook/create_contact">
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**Description:** Create a new contact in the user's address book.
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**Parameters:**
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- `displayName` (string, required): Contact's display name.
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- `givenName` (string, optional): Contact's first name.
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- `surname` (string, optional): Contact's last name.
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- `emailAddresses` (array, optional): Array of email addresses. Each item is an object with `address` (string) and `name` (string).
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- `businessPhones` (array, optional): Array of business phone numbers.
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- `homePhones` (array, optional): Array of home phone numbers.
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- `jobTitle` (string, optional): Contact's job title.
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- `companyName` (string, optional): Contact's company name.
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</Accordion>
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</AccordionGroup>
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## Usage Examples
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### Basic Microsoft Outlook Agent Setup
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```python
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from crewai import Agent, Task, Crew
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# Create an agent with Microsoft Outlook capabilities
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outlook_agent = Agent(
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role="Email Assistant",
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goal="Manage emails, calendar events, and contacts efficiently",
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backstory="An AI assistant specialized in Microsoft Outlook operations and communication management.",
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apps=['microsoft_outlook'] # All Outlook actions will be available
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)
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# Task to send an email
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send_email_task = Task(
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description="Send an email to 'colleague@example.com' with subject 'Project Update' and body 'Hi, here is the latest project update. Best regards.'",
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agent=outlook_agent,
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expected_output="Email sent successfully to colleague@example.com"
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)
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# Run the task
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crew = Crew(
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agents=[outlook_agent],
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tasks=[send_email_task]
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)
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crew.kickoff()
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```
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### Email Management and Search
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```python
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from crewai import Agent, Task, Crew
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# Create an agent focused on email management
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email_manager = Agent(
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role="Email Manager",
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goal="Retrieve, search, and organize email messages",
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backstory="An AI assistant skilled in email organization and management.",
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apps=['microsoft_outlook/get_messages']
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)
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# Task to search and retrieve emails
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search_emails_task = Task(
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description="Get the latest 20 unread emails and provide a summary of the most important ones.",
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agent=email_manager,
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expected_output="Summary of the most important unread emails with key details."
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)
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crew = Crew(
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agents=[email_manager],
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tasks=[search_emails_task]
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)
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crew.kickoff()
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```
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### Calendar and Contact Management
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```python
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from crewai import Agent, Task, Crew
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# Create an agent for calendar and contact management
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scheduler = Agent(
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role="Calendar and Contact Manager",
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goal="Manage calendar events and maintain contact information",
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backstory="An AI assistant that handles scheduling and contact organization.",
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apps=['microsoft_outlook/create_calendar_event', 'microsoft_outlook/get_calendar_events', 'microsoft_outlook/create_contact']
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)
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# Task to create a meeting and add a contact
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schedule_task = Task(
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description="Create a calendar event for tomorrow at 2 PM titled 'Team Meeting' with location 'Conference Room A', and create a new contact for 'John Smith' with email 'john.smith@example.com' and job title 'Project Manager'.",
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agent=scheduler,
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expected_output="Calendar event created and new contact added successfully."
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)
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crew = Crew(
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agents=[scheduler],
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tasks=[schedule_task]
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)
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crew.kickoff()
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```
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## Troubleshooting
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### Common Issues
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**Authentication Errors**
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- Ensure your Microsoft account has the necessary permissions for mail, calendar, and contact access.
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- Required scopes include: `Mail.Read`, `Mail.Send`, `Calendars.Read`, `Calendars.ReadWrite`, `Contacts.Read`, `Contacts.ReadWrite`.
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- Verify that the OAuth connection includes all required scopes.
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**Email Sending Issues**
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- Ensure `to_recipients`, `subject`, and `body` are provided for `send_email`.
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- Check that email addresses are properly formatted.
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- Verify that the account has `Mail.Send` permissions.
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**Calendar Event Creation**
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- Ensure `subject`, `start_datetime`, and `end_datetime` are provided.
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- Use proper ISO 8601 format for datetime fields (e.g., '2024-01-20T10:00:00').
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- Verify timezone settings if events appear at incorrect times.
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**Contact Management**
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- For `create_contact`, ensure `displayName` is provided as it's required.
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- When providing `emailAddresses`, use the proper object format with `address` and `name` properties.
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**Search and Filter Issues**
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- Use proper OData syntax for `filter` parameters.
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- For date filters, use ISO 8601 format (e.g., "receivedDateTime ge '2024-01-01T00:00:00Z'").
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### Getting Help
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<Card title="Need Help?" icon="headset" href="mailto:support@crewai.com">
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Contact our support team for assistance with Microsoft Outlook integration setup or troubleshooting.
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</Card>
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