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Newsholme Brokers Trust

NEW573ActiveNo agreement

newsholmebrokers.co.uk · Insurance · Account manager Rachel Byrne

Microsoft 365Healthy3 days agoSupport & assets (SQL)Healthy26 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.
    22 Aug 2026
  2. Executive Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    18 Aug 2026
  3. 4 users added this monthUsers
    User count moved from 29 to 33.
    28 Jul 2026
  4. Pipeline: SharePoint intranet build — OrderedOpportunities
    Owner Rob Hall. Order received. Next with Engineer.
    26 Jul 2026
  5. Support Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    23 Jul 2026
  6. Finding raised: 15 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    23 Jun 2026
  7. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  8. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    06 Jun 2026
  9. Licensing Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    28 May 2026
  10. Finding raised: 1 contract has passed its end dateAlerts
    Support · critical · CON-LAPSED
    17 May 2026
  11. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    17 May 2026
  12. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    05 May 2026
  13. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    03 May 2026
  14. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    06 Feb 2026

Events in view

14 of 22 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.