Microsoft 365 Roadmap
The Customer Data Platform panel in Store Commerce has been rebuilt using React, replacing the legacy implementation with a modern, responsive layout optimized for both desktop and mobile form factors.
The Customer Data Platform panel in Store Commerce has been rebuilt using React, replacing the legacy implementation with a modern, responsive layout optimized for both desktop and mobile form factors.
What's new in the modernized CDP panel
Mobile-optimized layout: The panel uses a vertical scroll pattern that works naturally on tablets and handheld devices used by store associates on the floor.
Customer summary at a glance: Loyalty points, purchase frequency, average spend, and contact details are prominently displayed at the top of the panel.
Transaction history inline: Associates can view recent purchases, including items bought, channel, and location, without leaving the current context.
Buy-again workflow: Frequently purchased items are surfaced with a direct add-to-sale action, enabling associates to quickly rebuild a customer's basket.
Customer timeline: Chronological view of customer interactions, notes, and activities gives associates context for the current conversation.
Product recommendations: Curated or engine-driven recommendations are shown inline to support upsell and cross-sell during the interaction.
Streamlined customer creation and editing
Single-save workflow: Associates can create a new customer record with both customer information and primary address captured in one form, saved in a single action. This reduces the number of clicks and screen transitions required compared to the legacy multistep flow.
Inline address validation: Mandatory address fields are validated at the point of entry before the record is saved to help ensure compliance with fiscal requirements for markets where a complete primary address is legally required on customer records. This validation is opt-in and configured at the channel level.
Unified edit experience: Editing an existing customer's details and address follows the same consolidated pattern to keep associates in a single context rather than navigating between separate management screens.
Custom attributes tab
Retailers who capture custom attribute data on customer records can now find that information directly within the CDP panel via a dedicated Custom information tab. The tab is displayed conditionally and appears only when custom attributes have been configured for the customer record to keep the panel clean and uncluttered for retailers who do not use custom attributes. This allows retailers to extend the clienteling experience with their own data, such as membership tiers, fit preferences, loyalty program details, or any other retailer-defined fields, without requiring associates to leave the panel or open a separate management screen.
How associates access the feature
The CDP panel is accessible from two entry points in Store Commerce:
Customer search: When an associate searches for and selects a customer, the modernized CDP panel opens directly.
Active transaction: Associates can open the CDP panel from within an in-progress transaction to view customer context without interrupting the sale.
Enabling the feature
This feature is enabled via Feature management in Dynamics 365 Commerce headquarters. Once the feature flag is turned on, the modernized CDP panel is automatically available in Store Commerce for all users without additional configuration at the register or device level.
Applies to: Point of sale (Store Commerce)
Business Value:
Store associates spend valuable selling time navigating a cluttered, legacy customer detail page that wasn't designed for mobile or fast-paced retail floors. Critical information, such as purchase history, loyalty points, preferences, and product recommendations, is buried across multiple tabs and screens, slowing assisted selling and reducing the quality of in-store customer interactions.
The modernized Customer Data Platform (CDP) panel in Store Commerce delivers a lightweight, mobile-optimized clienteling experience designed for the way associates actually work. Key customer signals, such as spending summaries, recent transactions, buy-again suggestions, and a full customer timeline, are now surfaced inline without requiring associates to navigate away from the transaction. This means faster, more personalized customer conversations, higher basket value through timely product recommendations, and reduced training burden for new associates who can now act on customer context at a glance.
Creating and editing customer records has also historically required associates to navigate multiple screens and save operations, increasing the risk of incomplete records and slowing down queue-sensitive moments on the shop floor. For retailers operating in regions with fiscal requirements, where a validated primary address is mandatory for customer records, the legacy workflow offered no inline guardrails, leading to compliance gaps and post-transaction corrections.
The modernized CDP panel addresses this by consolidating customer creation and editing into a streamlined, single-save workflow. Associates can capture customer information and primary address in one form and save the complete record in a single action that reduces clicks and eliminates the back-and-forth between separate screens. Mandatory address field validation is enforced inline at the point of entry, ensuring compliance with fiscal requirements before the record is committed and removing the need for manual follow-up or administrative correction.
For retailers investing in omnichannel clienteling, this feature provides a modern, compliant foundation to deliver consistent, data-informed customer engagement at the point of sale.
Enabled for:
Enabled by admins/makers/marketers for end users
GA date: October CY2026