Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_toc422 Primary key — never changes |
| Account number | TOC422 Links to ticketing and SQL |
| Display name | Tockwith Surveyors Partners |
| Primary domain | tockwithsurveyors.co.uk Microsoft tenant mapping aid |
| Tenant ID | toc422-3763-4f2a-9c31-291781 |
| SQL external key | TOC422 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 06 Jul 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 12 Jun 2027 |
| Last successful sync | 25 Aug 2026 05:00 UTC 4 hr ago |
| Last attempt | 24 Aug 2026 07:00 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
Tockwith Surveyors Partners
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 | |
|---|---|---|---|---|
| Leo AshbyPrimary | Operations Manager | [email protected] | 01452 193613 | Day-to-day escalation contact |
| Isla Halstead | HR Manager | [email protected] | 01484 102024 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
TOC422 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.