Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_toc804 Primary key — never changes |
| Account number | TOC804 Links to ticketing and SQL |
| Display name | Tockwith Estates & Co |
| Primary domain | tockwithestates.co.uk Microsoft tenant mapping aid |
| Tenant ID | toc804-2784-4f2a-9c31-439913 |
| SQL external key | TOC804 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 12 Jun 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 06 Jul 2027 |
| Last successful sync | 01 Aug 2026 15:00 UTC 3 weeks ago |
| Last attempt | 24 Aug 2026 22:00 UTC Result: throttled |
| M365 data quality | Stale |
| SQL data quality | Source unavailable No SQL mapping for this account |
| 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 Estates & Co
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 | |
|---|---|---|---|---|
| Arthur FerrisPrimary | Managing Director | [email protected] | 01337 112299 | Decision maker for spend |
| Amelia Sinclair | IT Coordinator | [email protected] | 01794 443746 | Internal technical contact |
Prototype controls
Demo-only switches for showing how the phases differ
TOC804 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.