Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_new573 Primary key — never changes |
| Account number | NEW573 Links to ticketing and SQL |
| Display name | Newsholme Brokers Trust |
| Primary domain | newsholmebrokers.co.uk Microsoft tenant mapping aid |
| Tenant ID | new573-8677-4f2a-9c31-852388 |
| SQL external key | NEW573 |
| Account manager | Rachel Byrne |
| Status | Active |
| Created | 05 Dec 2020 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 05 Oct 2027 |
| Last successful sync | 22 Aug 2026 21:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 07:00 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
Newsholme Brokers Trust
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 | |
|---|---|---|---|---|
| Theo MensahPrimary | Managing Director | [email protected] | 01760 459353 | Decision maker for spend |
| Idris Delaney | HR Manager | [email protected] | 01996 935809 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
NEW573 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.