Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_kex460 Primary key — never changes |
| Account number | KEX460 Links to ticketing and SQL |
| Display name | Kexby Optical Services |
| Primary domain | kexbyoptical.co.uk Microsoft tenant mapping aid |
| Tenant ID | kex460-8310-4f2a-9c31-987805 |
| SQL external key | KEX460 |
| Account manager | Rachel Byrne |
| Status | Active |
| Created | 25 Apr 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | expiring Expiry 04 Sep 2026 |
| Last successful sync | 22 Aug 2026 15:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 12:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Source unavailable No SQL mapping for this account |
| 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
Kexby Optical Services
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 | |
|---|---|---|---|---|
| Oscar KowalskiPrimary | Practice Manager | [email protected] | 01910 507130 | Approves user changes |
| Chloe Ashby | Operations Manager | [email protected] | 01801 934215 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
KEX460 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.