Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_dun130 Primary key — never changes |
| Account number | DUN130 Links to ticketing and SQL |
| Display name | Duncombe Wealth Holdings |
| Primary domain | duncombewealth.co.uk Microsoft tenant mapping aid |
| Tenant ID | dun130-9824-4f2a-9c31-570750 |
| SQL external key | DUN130 |
| Account manager | Priya Raman |
| Status | Onboarding |
| Created | 08 Apr 2023 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 15 Sep 2027 |
| Last successful sync | 25 Aug 2026 01:00 UTC 8 hr ago |
| Last attempt | 25 Aug 2026 03:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Healthy 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
Duncombe Wealth Holdings
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.
| Name | Role | Phone | Notes | |
|---|---|---|---|---|
| Leo BarnesPrimary | HR Manager | [email protected] | 01252 166383 | Starters and leavers |
| Ruby Okafor | Operations Manager | [email protected] | 01605 622320 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
DUN130 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.