Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_har822 Primary key — never changes |
| Account number | HAR822 Links to ticketing and SQL |
| Display name | Harewood Brokers Group |
| Primary domain | harewoodbrokers.co.uk Microsoft tenant mapping aid |
| Tenant ID | har822-2593-4f2a-9c31-875985 |
| SQL external key | HAR822 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 01 Apr 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 27 Apr 2027 |
| Last successful sync | 24 Aug 2026 00:00 UTC 33 hr ago |
| Last attempt | 24 Aug 2026 18:00 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
Harewood Brokers Group
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 | |
|---|---|---|---|---|
| Rhys BeckettPrimary | Practice Manager | [email protected] | 01778 331270 | Approves user changes |
| Jack Pritchard | HR Manager | [email protected] | 01980 397522 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
HAR822 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.