Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_pan712 Primary key — never changes |
| Account number | PAN712 Links to ticketing and SQL |
| Display name | Pannal Optical Solutions |
| Primary domain | pannaloptical.co.uk Microsoft tenant mapping aid |
| Tenant ID | pan712-5315-4f2a-9c31-639381 |
| SQL external key | PAN712 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 21 Oct 2020 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 08 Jul 2027 |
| Last successful sync | 22 Aug 2026 05:00 UTC 3 days ago |
| Last attempt | 25 Aug 2026 00:00 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
Pannal Optical Solutions
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 | |
|---|---|---|---|---|
| Sophia VaughanPrimary | HR Manager | [email protected] | 01360 100305 | Starters and leavers |
| Arthur Beckett | Finance Manager | [email protected] | 01256 543417 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
PAN712 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.