1. Go to the Contact in D365 via the Search Bar.
2. Scroll down to their Timeline and select the "+" button and then "Appointment."
3. Fill in the information fields and notes from the Zoom meeting.
4. Select "Mark Complete" at the top of the page to save your activity.
Selecting "Save" or "Save & Close" DOES NOT save the information entered on this tab.
5. Check the Contact's Timeline again to verify the Zoom meeting record has been logged.
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