Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_upt094 Primary key — never changes |
| Account number | UPT094 Links to ticketing and SQL |
| Display name | Upton Dental Services |
| Primary domain | uptondental.co.uk Microsoft tenant mapping aid |
| Tenant ID | upt094-9132-4f2a-9c31-731162 |
| SQL external key | UPT094 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 12 Jun 2025 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | expired No expiry recorded |
| Last successful sync | 22 Aug 2026 20:00 UTC 3 days ago |
| Last attempt | 25 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
Upton Dental 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 | |
|---|---|---|---|---|
| Freya FletcherPrimary | Finance Manager | [email protected] | 01457 654590 | Handles purchase orders and renewals |
| Poppy Nkemelu | Managing Director | [email protected] | 01472 620622 | Decision maker for spend |
Prototype controls
Demo-only switches for showing how the phases differ
UPT094 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.