Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_mer011 Primary key — never changes |
| Account number | MER011 Links to ticketing and SQL |
| Display name | Merrow & Pike Accountants |
| Primary domain | merrowpike.co.uk Microsoft tenant mapping aid |
| Tenant ID | mer011-9097-4f2a-9c31-761570 |
| SQL external key | MER011 |
| Account manager | Priya Raman |
| Status | Onboarding |
| Created | 20 Apr 2021 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 22 Jan 2027 |
| Last successful sync | 22 Aug 2026 08:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 16:00 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
Merrow & Pike Accountants
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 | |
|---|---|---|---|---|
| Amelia AshbyPrimary | IT Coordinator | [email protected] | 01424 687483 | Internal technical contact |
| Lena Mensah | Finance Manager | [email protected] | 01995 154570 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
MER011 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.