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with the appropriate permissions can add new contacts, edit existing contacts, and deactivate contacts that are no longer valid.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.

St…