Dynamics 365 Commerce: Specify contacts on orders and quotations in POS

In B2B commerce, the company is the customer of record, but the individuals who place orders, make deposits, and collect goods can vary from transaction to transaction. Without a way to identify these individuals, retailers have limited visibility into who performed specific actions. This can create accountability gaps and make it more difficult to resolve disputes or meet compliance requirements. This feature addresses that challenge by making contacts a first-class part of the Store Commerce transaction experience. Associates can record the specific person from a customer’s organization who acts on the organization’s behalf across orders, quotations, and pickups. The result is a more accountable and auditable trade counter operation that better supports B2B business processes. Supported features Contacts on the customer details page: A new Contacts section on the customer details page in Store Commerce displays all contacts associated with a customer account. Associates with the appropriate permissions can add new contacts, edit existing contacts, and deactivate contacts that are no longer valid. Changes are synchronized with Dynamics 365 Finance and Operations in real time. Stamping a contact on a transaction: After a customer is added to the cart, the associate can select a contact from that customer’s contact list and associate the contact with the transaction. The selected contact identifies the individual acting on behalf of the customer’s organization. This capability is supported for: Cash-and-carry transactions Customer orders Quotations Return orders Receipts and printed documents: The contact’s name is printed on receipts and other order documents, providing a clear reference for both the retailer and the business customer. Configuration This feature is permission-controlled. Administrators assign the appropriate permissions to roles that require the ability to manage contacts. Product Release phase Preview Release date October CY2026Preview date: October CY2026 Platform Web Cloud Instance Worldwide (Standard Multi-Tenant) Created 2026-11-05 23:59:28Z Roadmap ID 577748 Roadmap Link https://www.microsoft.com/microsoft-365/roadmap?id=577748

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