Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_van021 Primary key — never changes |
| Account number | VAN021 Links to ticketing and SQL |
| Display name | Vantage Financial Advisers |
| Primary domain | vantage-fa.co.uk Microsoft tenant mapping aid |
| Tenant ID | van021-2025-4f2a-9c31-625106 |
| SQL external key | VAN021 |
| Account manager | Dan Okafor |
| Status | Onboarding |
| Created | 04 Apr 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 23 Apr 2027 |
| Last successful sync | 14 Aug 2026 10:00 UTC 11 days ago |
| Last attempt | 24 Aug 2026 18:00 UTC Result: partial |
| M365 data quality | Partial |
| 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
Vantage Financial Advisers
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 | |
|---|---|---|---|---|
| Jack AshbyPrimary | Finance Manager | [email protected] | 01408 258848 | Handles purchase orders and renewals |
| Marcus Vaughan | Practice Manager | [email protected] | 01756 282419 | Approves user changes |
Prototype controls
Demo-only switches for showing how the phases differ
VAN021 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.