Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_nor501 Primary key — never changes |
| Account number | NOR501 Links to ticketing and SQL |
| Display name | Northgate Financial Group |
| Primary domain | northgatefinancial.co.uk Microsoft tenant mapping aid |
| Tenant ID | nor501-5569-4f2a-9c31-215320 |
| SQL external key | NOR501 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 07 Dec 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 18 Sep 2027 |
| Last successful sync | 25 Aug 2026 05:00 UTC 4 hr ago |
| Last attempt | 24 Aug 2026 21:00 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
Northgate Financial Group
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 | |
|---|---|---|---|---|
| Nia IvesPrimary | HR Manager | [email protected] | 01583 522846 | Starters and leavers |
| Poppy Barnes | Operations Manager | [email protected] | 01921 462352 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
NOR501 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.