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Dringhouse Wealth Holdings

DRI273ActiveProject only

dringhousewealth.co.uk · Financial services · Account manager Dan Okafor

Microsoft 365Healthy2 days agoSupport & assets (SQL)Healthy24 hr ago

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

Customer timeline

Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.

  1. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    23 Aug 2026
  2. Finding raised: 1 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    10 Aug 2026
  3. Pipeline: 45-seat Microsoft 365 E3 migration + Intune — With CustomerOpportunities
    Owner Barry Rankin. Follow-up sent. Next with Customer.
    06 Aug 2026
  4. 3 users added this monthUsers
    User count moved from 12 to 15.
    28 Jul 2026
  5. Pipeline: SharePoint intranet build — With CustomerOpportunities
    Owner Ben King. Meeting requested. Next with Customer.
    23 Jul 2026
  6. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    17 Jul 2026
  7. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    02 Jun 2026
  8. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    01 Jun 2026
  9. Technical Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    30 May 2026
  10. Finding raised: 13 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    07 May 2026
  11. Finding raised: MFA registration at 71% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    05 May 2026
  12. Executive Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    16 Mar 2026
  13. Removed 4 licencesLicensing
    Purchased total 41 → 37.
    15 Mar 2026
  14. 3 users added this monthUsers
    User count moved from 8 to 11.
    28 Jan 2026
  15. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026
  16. Executive Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    09 Jan 2026

Events in view

16 of 27 recorded events

iHow the timeline is builtShow
Routine movement is aggregated rather than listed one event at a time — “12 users added this month” instead of twelve separate cards. Sync milestones, licence changes, equipment, findings, opportunities and generated packs all feed the same list.