Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_wee353 Primary key — never changes |
| Account number | WEE353 Links to ticketing and SQL |
| Display name | Weeton Financial & Co |
| Primary domain | weetonfinancial.co.uk Microsoft tenant mapping aid |
| Tenant ID | wee353-5137-4f2a-9c31-214851 |
| SQL external key | WEE353 |
| Account manager | Priya Raman |
| Status | Active |
| Created | 01 Feb 2020 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 10 Dec 2026 |
| Last successful sync | 23 Aug 2026 01:00 UTC 2 days ago |
| Last attempt | 24 Aug 2026 14:00 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
Weeton Financial & 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 | |
|---|---|---|---|---|
| Jasmine GriersonPrimary | HR Manager | [email protected] | 01201 838643 | Starters and leavers |
| Poppy Chandra | Managing Director | [email protected] | 01324 949806 | Decision maker for spend |
Prototype controls
Demo-only switches for showing how the phases differ
WEE353 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.