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Alderley Surveyors Solutions

ALD681ActiveManaged contract

alderleysurveyors.co.uk · Property · Account manager Tom Whitfield

Microsoft 365Healthy17 hr agoSupport & assets (SQL)Partial6 hr ago

01 Jan 202625 Aug 2026 · month buckets · applies to every section

Customer master data

Immutable internal identity with external mapping keys

Internal CustomerId
cus_ald681
Primary key — never changes
Account number
ALD681
Links to ticketing and SQL
Display name
Alderley Surveyors Solutions
Primary domain
alderleysurveyors.co.uk
Microsoft tenant mapping aid
Tenant ID
ald681-7840-4f2a-9c31-535318
SQL external key
ALD681
Account manager
Tom Whitfield
Status
Active
Created
03 Aug 2021

Connection and collection

Authentication mode is independent of the data model

Auth method
Tenant app consent
Relationship state
active
Expiry 05 Feb 2027
Last successful sync
24 Aug 2026 16:00 UTC
17 hr ago
Last attempt
25 Aug 2026 03:00 UTC
Result: success
M365 data quality
Healthy
SQL data quality
Partial
Mapped to the DCS API
Schedule
Weekly — users, licences, usage reports
Configurable per dataset and customer
Connection changes require the administrator role.

Branding

Saved once and reused automatically for future dashboards and packs

Editable
Customer logo

PNG, JPG, WEBP or SVG up to 4 MB. Transparent backgrounds work best.

Meeting pack preview
Alderley Surveyors Solutions

Saved branding is applied to this customer's dashboard, exports and every future meeting pack.

Customer colours change accents only. Warning, failure and success colours, typography and layout stay fixed so every customer dashboard and pack reads the same way.

Customer contacts

Who to speak to. Used for meeting invitations and pipeline follow-up.

NameRoleEmailPhoneNotes
Ella FletcherPrimaryHR Manager[email protected]01995 697956Starters and leavers
Kofi MensahFinance Manager[email protected]01585 146858Handles purchase orders and renewals

Prototype controls

Demo-only switches for showing how the phases differ

ALD681 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.