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Tockwith Financial Ltd

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tockwithfinancial.co.uk · Financial services · Account manager Ellie Marsh

Microsoft 365Authentication failed3 weeks agoSupport & assets (SQL)Awaiting SQL integration

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. Pipeline: Cyber Essentials Plus certification support — Awaiting Third PartyOpportunities
    Owner Rob Hall. Meeting requested. Next with Third Party.
    24 Aug 2026
  2. Pipeline: VoIP telephony migration - 40 handsets — Open / OtherOpportunities
    Owner Ben King. Awaiting customer. Next with Engineer.
    24 Aug 2026
  3. Support Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    17 Aug 2026
  4. Finding raised: 20 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    12 Aug 2026
  5. Microsoft 365 sync failedSync
    Datasets: users, licences, usage reports. Auth mode disconnected.
    03 Aug 2026
  6. Finding raised: 14 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    31 Jul 2026
  7. 3 users added this monthUsers
    User count moved from 79 to 82.
    28 Jul 2026
  8. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jul 2026
  9. 3 users added this monthUsers
    User count moved from 75 to 78.
    28 Jun 2026
  10. Finding raised: Microsoft 365 collection is failing authenticationAlerts
    Data quality · critical · DQ-M365-FRESHNESS
    26 Jun 2026
  11. Finding raised: 5 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    21 Jun 2026
  12. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  13. Technical Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    28 May 2026
  14. Finding raised: 27 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    10 May 2026
  15. Finding raised: 37 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    02 May 2026
  16. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Apr 2026
  17. 4 users removed this monthUsers
    User count moved from 79 to 75.
    28 Mar 2026
  18. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Mar 2026
  19. Technical Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    02 Mar 2026
  20. 4 users removed this monthUsers
    User count moved from 84 to 80.
    28 Feb 2026
  21. Executive Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    27 Feb 2026
  22. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  23. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    12 Feb 2026
  24. 3 users removed this monthUsers
    User count moved from 88 to 85.
    28 Jan 2026

Events in view

24 of 42 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.