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Duncombe Wealth Holdings

DUN130OnboardingTime and materials

duncombewealth.co.uk · Financial services · Account manager Priya Raman

Microsoft 365Healthy8 hr agoSupport & assets (SQL)Healthy6 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.
    25 Aug 2026
  2. Pipeline: Windows 10 to Windows 11 device refresh — Open / OtherOpportunities
    Owner Ben King. Quote sent. Next with Supplier.
    17 Aug 2026
  3. Finding raised: 17 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    09 Aug 2026
  4. Finding raised: 12 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    04 Aug 2026
  5. Pipeline: Practice management server + SQL licences — Awaiting Third PartyOpportunities
    Owner Barry Rankin. Quote sent. Next with Third Party.
    31 Jul 2026
  6. Licensing Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    23 Jul 2026
  7. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    20 Jul 2026
  8. Finding raised: 10 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    21 Jun 2026
  9. Finding raised: 1 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    10 Jun 2026
  10. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    06 Jun 2026
  11. Support Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    18 May 2026
  12. Added 7 licencesLicensing
    Purchased total 49 → 56.
    29 Mar 2026
  13. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  14. Added 4 licencesLicensing
    Purchased total 45 → 49.
    15 Feb 2026
  15. Technical Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    04 Jan 2026

Events in view

15 of 26 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.