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Harewood Brokers Group

HAR822ActiveManaged contract

harewoodbrokers.co.uk · Insurance · Account manager Ellie Marsh

Microsoft 365Healthy33 hr agoSupport & assets (SQL)Partial15 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 app-consent.
    24 Aug 2026
  2. Added 8 licencesLicensing
    Purchased total 53 → 61.
    23 Aug 2026
  3. Finding raised: 2 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    04 Aug 2026
  4. Pipeline: Network switch and cabling upgrade — Open / OtherOpportunities
    Owner Ben King. Quote prepared. Next with Supplier.
    28 Jul 2026
  5. Added 4 licencesLicensing
    Purchased total 49 → 53.
    26 Jul 2026
  6. Finding raised: 46 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    18 Jul 2026
  7. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jul 2026
  8. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    10 Jul 2026
  9. Finding raised: 13 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    09 Jul 2026
  10. 3 users added this monthUsers
    User count moved from 17 to 20.
    28 Jun 2026
  11. Pipeline: Business Premium licence uplift — On HoldOpportunities
    Owner Barry Rankin. On hold. Next with Supplier.
    27 Jun 2026
  12. Added 4 licencesLicensing
    Purchased total 45 → 49.
    31 May 2026
  13. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    24 May 2026
  14. Support Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    16 May 2026
  15. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  16. Finding raised: 14 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    10 May 2026
  17. Added 6 licencesLicensing
    Purchased total 39 → 45.
    19 Apr 2026
  18. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Apr 2026
  19. Added 5 licencesLicensing
    Purchased total 34 → 39.
    12 Apr 2026
  20. Technical Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    04 Feb 2026
  21. 3 users added this monthUsers
    User count moved from 17 to 20.
    28 Jan 2026
  22. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026

Events in view

22 of 32 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.