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Merrow & Pike Accountants

MER011Onboarding

merrowpike.co.uk · Accountancy · Account manager Priya Raman

Microsoft 365Healthy3 days agoSupport & assets (SQL)Awaiting SQL integration

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.
    22 Aug 2026
  2. Pipeline: Azure Virtual Desktop pilot — OrderedOpportunities
    Owner Ben King. Order received. Next with DCS.
    17 Aug 2026
  3. Finding raised: 31 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    30 Jul 2026
  4. 5 users added this monthUsers
    User count moved from 62 to 67.
    28 Jul 2026
  5. Added 4 licencesLicensing
    Purchased total 74 → 78.
    12 Jul 2026
  6. Finding raised: 4 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    11 Jul 2026
  7. Finding raised: 18 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    02 Jul 2026
  8. 2 users added this monthUsers
    User count moved from 59 to 61.
    28 Jun 2026
  9. Finding raised: 15 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    25 Jun 2026
  10. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    19 Jun 2026
  11. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  12. Finding raised: 21 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    01 Jun 2026
  13. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  14. 2 users removed this monthUsers
    User count moved from 61 to 59.
    28 Apr 2026
  15. Support Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    11 Apr 2026
  16. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    29 Mar 2026
  17. 4 users removed this monthUsers
    User count moved from 65 to 61.
    28 Mar 2026
  18. 3 users removed this monthUsers
    User count moved from 69 to 66.
    28 Feb 2026
  19. Executive Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    03 Feb 2026
  20. 3 users removed this monthUsers
    User count moved from 73 to 70.
    28 Jan 2026
  21. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026
  22. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    14 Jan 2026

Events in view

22 of 46 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.