Customer timeline
Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.
- 25 Aug 2026Pipeline: Business Premium licence uplift — LostOpportunitiesOwner Barry Rankin. No response. Next with Supplier.
- 16 Aug 2026Executive Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 16 Aug 2026Added 8 licencesLicensingPurchased total 43 → 51.
- 15 Aug 2026Pipeline: Practice management server + SQL licences — LostOpportunitiesOwner Alex Vokes. No response. Next with Third Party.
- 03 Aug 2026Executive Review pack generatedReportsGenerated by Dan Okafor · customer-facing classification.
- 01 Aug 2026Microsoft 365 sync throttledSyncDatasets: users, licences, usage reports. Auth mode gdap.
- 28 Jul 20262 users removed this monthUsersUser count moved from 18 to 16.
- 26 Jul 2026Finding raised: 1 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 19 Jul 2026Finding raised: 10 in-service assets are out of warrantyAlertsDevice lifecycle · warning · AST-WARRANTY-EXPIRED
- 09 Jul 2026Finding raised: Microsoft 365 data is older than the configured scheduleAlertsData quality · warning · DQ-M365-FRESHNESS
- 28 Jun 20264 users added this monthUsersUser count moved from 14 to 18.
- 15 Jun 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 11 Jun 2026Technical Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 24 May 2026Added 8 licencesLicensingPurchased total 35 → 43.
- 22 May 2026Finding raised: 36 assigned-capable licences unusedAlertsLicensing · information · LIC-UNDERUSED
- 16 May 2026Finding raised: MFA registration at 80% of enabled usersAlertsIdentity security · warning · SEC-MFA-COVERAGE
- 16 Apr 2026Executive Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
- 10 Apr 2026Licensing Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
- 28 Feb 20262 users removed this monthUsersUser count moved from 16 to 14.
- 15 Feb 2026Added 4 licencesLicensingPurchased total 31 → 35.
Events in view
20 of 31 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.