Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_mic065 Primary key — never changes |
| Account number | MIC065 Links to ticketing and SQL |
| Display name | Mickleby Insurance Services |
| Primary domain | micklebyinsurance.co.uk Microsoft tenant mapping aid |
| Tenant ID | mic065-9777-4f2a-9c31-902802 |
| SQL external key | MIC065 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 05 Oct 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Interactive delegated fallback |
| Relationship state | unknown No expiry recorded |
| Last successful sync | 23 Aug 2026 15:00 UTC 2 days ago |
| Last attempt | 24 Aug 2026 16:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Partial 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
Mickleby Insurance 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 | |
|---|---|---|---|---|
| Grace VaughanPrimary | Practice Manager | [email protected] | 01222 755628 | Approves user changes |
| Theo Rowley | Finance Manager | [email protected] | 01893 953334 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
MIC065 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.