Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_que238 Primary key — never changes |
| Account number | QUE238 Links to ticketing and SQL |
| Display name | Quernmore Financial Services |
| Primary domain | quernmorefinancial.co.uk Microsoft tenant mapping aid |
| Tenant ID | que238-2743-4f2a-9c31-558921 |
| SQL external key | QUE238 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 29 Dec 2020 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 27 Jan 2027 |
| Last successful sync | 25 Aug 2026 00:00 UTC 9 hr ago |
| Last attempt | 25 Aug 2026 03:00 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
Quernmore Financial Services
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 WhitfieldPrimary | IT Coordinator | [email protected] | 01362 905805 | Internal technical contact |
| Noah Fletcher | Operations Manager | [email protected] | 01830 425979 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
QUE238 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.