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Upton Dental Services

UPT094ActiveManaged contract

uptondental.co.uk · Healthcare · Account manager Dan Okafor

Microsoft 365Healthy3 days agoSupport & assets (SQL)Healthy2 hr ago

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. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    22 Aug 2026
  2. Finding raised: 3 contracts up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    20 Aug 2026
  3. Pipeline: VoIP telephony migration - 40 handsets — With CustomerOpportunities
    Owner Alex Vokes. Call made. Next with Customer.
    09 Aug 2026
  4. Added 5 licencesLicensing
    Purchased total 27 → 32.
    09 Aug 2026
  5. Pipeline: Firewall replacement and HA pair — With CustomerOpportunities
    Owner Barry Rankin. Chasing. Next with Customer.
    04 Aug 2026
  6. Technical Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    02 Aug 2026
  7. 2 users removed this monthUsers
    User count moved from 15 to 13.
    28 Jul 2026
  8. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    06 Jul 2026
  9. 3 users removed this monthUsers
    User count moved from 18 to 15.
    28 Jun 2026
  10. Licensing Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    21 Jun 2026
  11. Technical Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    19 Jun 2026
  12. 6 users removed this monthUsers
    User count moved from 24 to 18.
    28 May 2026
  13. Finding raised: 20 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    02 May 2026
  14. Finding raised: MFA registration at 62% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    30 Apr 2026
  15. 5 users added this monthUsers
    User count moved from 19 to 24.
    28 Apr 2026
  16. Added 5 licencesLicensing
    Purchased total 22 → 27.
    12 Apr 2026
  17. Executive Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    11 Mar 2026
  18. Support Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    04 Mar 2026
  19. 3 users removed this monthUsers
    User count moved from 21 to 18.
    28 Feb 2026
  20. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    13 Jan 2026

Events in view

20 of 26 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.