Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_mel388 Primary key — never changes |
| Account number | MEL388 Links to ticketing and SQL |
| Display name | Melsonby Wealth Services |
| Primary domain | melsonbywealth.co.uk Microsoft tenant mapping aid |
| Tenant ID | mel388-6682-4f2a-9c31-648093 |
| SQL external key | MEL388 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 16 Jul 2019 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | expiring Expiry 03 Oct 2026 |
| Last successful sync | 23 Aug 2026 02:00 UTC 2 days 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
Melsonby Wealth 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 | |
|---|---|---|---|---|
| Arthur OkonkwoPrimary | HR Manager | [email protected] | 01252 944311 | Starters and leavers |
| Chloe Fletcher | Finance Manager | [email protected] | 01864 112225 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
MEL388 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.