Skip to content
DCS
PR

Melsonby Wealth Services

MEL388ActiveManaged contract

melsonbywealth.co.uk · Financial services · Account manager Ellie Marsh

Microsoft 365Healthy2 days 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.
    23 Aug 2026
  2. Licensing Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    21 Aug 2026
  3. Finding raised: 1 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    19 Aug 2026
  4. Finding raised: OneDrive adoption at 38% of enabled usersAlerts
    Adoption · information · ADO-ONEDRIVE
    16 Aug 2026
  5. Added 4 licencesLicensing
    Purchased total 23 → 27.
    16 Aug 2026
  6. Finding raised: 1 contract up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    15 Aug 2026
  7. Pipeline: Firewall replacement and HA pair — Meeting OrganisedOpportunities
    Owner Alex Vokes. Follow-up sent. Next with Customer.
    28 Jul 2026
  8. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    28 Jun 2026
  9. 6 users added this monthUsers
    User count moved from 9 to 15.
    28 Jun 2026
  10. Removed 3 licencesLicensing
    Purchased total 26 → 23.
    21 Jun 2026
  11. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  12. Finding raised: 11 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    30 May 2026
  13. 4 users added this monthUsers
    User count moved from 8 to 12.
    28 May 2026
  14. Executive Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    22 May 2026
  15. Finding raised: 15 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    27 Apr 2026
  16. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Apr 2026
  17. Licensing Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    28 Mar 2026
  18. Technical Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    25 Feb 2026
  19. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    11 Feb 2026
  20. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026

Events in view

20 of 29 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.