Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_pan817 Primary key — never changes |
| Account number | PAN817 Links to ticketing and SQL |
| Display name | Pannal Care Trust |
| Primary domain | pannalcare.co.uk Microsoft tenant mapping aid |
| Tenant ID | pan817-6029-4f2a-9c31-427739 |
| SQL external key | PAN817 |
| Account manager | Rachel Byrne |
| Status | Active |
| Created | 01 Jul 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Interactive delegated fallback |
| Relationship state | active Expiry 02 Jul 2027 |
| Last successful sync | 15 Aug 2026 20:00 UTC 10 days ago |
| Last attempt | 25 Aug 2026 06:00 UTC Result: partial |
| M365 data quality | Partial |
| 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
Pannal Care 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 | |
|---|---|---|---|---|
| Kofi FletcherPrimary | Practice Manager | [email protected] | 01449 987781 | Approves user changes |
| Imogen Kowalski | HR Manager | [email protected] | 01664 740688 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
PAN817 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.