Frequently Asked Questions for Resources
What is 1Staff 365?
1Staff 365 is an AI-powered staffing platform built on Microsoft Dynamics 365. It unifies front, middle, and back office operations for staffing and recruitment firms.
How is 1Staff different from other staffing software?
Unlike many platforms, 1Staff runs on Microsoft Dynamics, giving you seamless integration with Outlook, Teams, Copilot, and Business Central, without middleware.
Is 1Staff built for Microsoft users?
Yes. 1Staff is designed specifically for staffing firms that rely on Microsoft tools. It extends the power of Dynamics 365 and Microsoft 365 with tailored staffing workflows.
Does 1Staff support automation and AI?
Yes. With Microsoft Copilot and built-in 1Staff automations, you can streamline recruiting, compliance, payroll, and reporting - powered by real-time insights.
What is 1Staff?
1Staff is an end-to-end staffing software solution built on Microsoft Dynamics, designed to help staffing and recruitment agencies manage everything from sales and recruiting to payroll and billing.
Who is 1Staff for?
1Staff is purpose-built for staffing agencies of all sizes that want to streamline operations, improve compliance, and grow their business using Microsoft-powered tools.
What makes 1Staff different from other staffing software?
1Staff is fully integrated with the Microsoft ecosystem - like Office 365, Teams, Power BI, and Dynamics 365—offering a seamless experience without the need for multiple disconnected systems.
Can 1Staff integrate with other systems we use?
Yes. 1Staff is built on Microsoft Dynamics, which offers strong integration capabilities with third-party tools, job boards, VMS platforms, and more.
Is 1Staff an all-in-one solution?
Yes. 1Staff is a fully integrated, all-in-one staffing platform that brings together your Front, Middle, and Back Office operations in one system. Built on Microsoft Dynamics, it eliminates the need for multiple disconnected tools and helps your team work more efficiently with a single source of truth.
Does 1Staff support Front, Middle, and Back Office?
Yes! 1Staff supports the full staffing lifecycle. The Front Office helps with recruitment, sales, and onboarding. The Middle Office acts as the bridge—managing time capture, compliance, billing rules, and approvals. The Back Office handles payroll, invoicing, financials, and reporting.
How does licensing work for Microsoft Dynamics 365 Business Central? Are there different licensing options?
Dynamics 365 Business Central offers flexible pricing and licensing options to suit different business needs:
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Subscription Model:
Business Central operates on a monthly subscription model, with pricing based on the number of users and the level of functionality required. -
Billing Options:
Microsoft offers two billing frequencies for Business Central:-
Monthly billing: Provides flexibility with a pay-as-you-go model, but at a slightly higher rate.
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Annual billing: Offers a 20% discount (accurate as of July 2024) compared to monthly billing for customers who commit to a full-year subscription.
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License Types:
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Essentials: Includes core functionality such as financial management, supply chain, sales, purchasing, and customer service.
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Premium: Adds advanced capabilities including manufacturing and service management.
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Team Members: Designed for light users who need basic functionality like read access, time/expense entry, and approvals.
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Device: A shared device license allowing multiple users to access Business Central through a single device. Ideal for:
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Point-of-sale (POS)
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Shop floor terminals
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Warehouse scanners
Note: Functionality is limited to specific operational tasks.
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Full User vs. Team Member Licenses:
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Full users (Essentials or Premium) have complete access to Business Central features.
-
Team Members have limited capabilities and are suited for users who only occasionally interact with the system.
-
-
Additional Costs:
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Implementation services, customizations, and added storage may increase total cost of ownership.
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-
Nonprofit and Educational Pricing:
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Special pricing is available for qualified nonprofit organizations and educational institutions.
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License descriptions are accurate as of July 2024. Pricing and features may be subject to change by Microsoft.
What makes Microsoft Dynamics 365 Business Central different from other ERP solutions like NetSuite, Xero, or QuickBooks?
Microsoft Dynamics 365 Business Central stands out as an all-in-one ERP solution designed to support growing businesses. Unlike other platforms, Business Central includes functionality across Finance, Sales, Service Management, Manufacturing, and Supply Chain in a single license. It also integrates seamlessly with the Microsoft 365 ecosystem (Outlook, Excel, Teams) and the Power Platform (Power BI, Power Apps, Power Automate), providing unmatched flexibility and scalability.
For a detailed comparison, visit:
How does licensing work for Microsoft Dynamics 365 Business Central? Are there different licensing options?
Dynamics 365 Business Central offers flexible pricing and licensing options to suit different business needs:
-
Subscription Model:
Business Central operates on a monthly subscription model, with pricing based on the number of users and the level of functionality required. -
Billing Options:
Microsoft offers two billing frequencies for Business Central:-
Monthly billing: Provides flexibility with a pay-as-you-go model, but at a slightly higher rate.
-
Annual billing: Offers a 20% discount (accurate as of July 2024) compared to monthly billing for customers who commit to a full-year subscription.
-
-
License Types:
-
Essentials: Includes core functionality such as financial management, supply chain, sales, purchasing, and customer service.
-
Premium: Adds advanced capabilities including manufacturing and service management.
-
Team Members: Designed for light users who need basic functionality like read access, time/expense entry, and approvals.
-
Device: A shared device license allowing multiple users to access Business Central through a single device. Ideal for:
-
Point-of-sale (POS)
-
Shop floor terminals
-
Warehouse scanners
Note: Functionality is limited to specific operational tasks.
-
-
-
Full User vs. Team Member Licenses:
-
Full users (Essentials or Premium) have complete access to Business Central features.
-
Team Members have limited capabilities and are suited for users who only occasionally interact with the system.
-
-
Additional Costs:
-
Implementation services, customizations, and added storage may increase total cost of ownership.
-
-
Nonprofit and Educational Pricing:
-
Special pricing is available for qualified nonprofit organizations and educational institutions.
-
License descriptions are accurate as of July 2024. Pricing and features may be subject to change by Microsoft.
How does Microsoft Dynamics 365 Business Central integrate with other Microsoft products like Office 365?
Business Central integrates seamlessly with several Microsoft 365 (formerly Office 365) applications, enhancing productivity and streamlining workflows:
- Microsoft Excel:
- Export data from Business Central to Excel for analysis
- Edit data in Excel and update Business Central directly
- Use Excel for designing analytical report layouts
- Microsoft Outlook:
- Access customer and vendor information directly from emails
- Create and send Business Central documents (e.g., quotes, invoices) from Outlook
- View Business Central documents linked in emails and do approval of workflows
- Microsoft Teams:
- Share Business Central data and records within Teams conversations
- Access Business Central information without leaving Teams
- OneDrive for Business:
- Store and share Business Central files in the cloud
- Open Excel and Word files directly in their online versions
- Microsoft Word:
- Create document templates in Word for use in Business Central
- Merge Business Central data into Word documents
- Power BI:
- Create advanced reports and dashboards using Business Central data
- Embed Power BI reports directly in Business Central
- Power Automate:
- Create automated workflows between Business Central and other Microsoft 365 apps
These integrations allow users to work efficiently across multiple Microsoft applications while maintaining data consistency and leveraging the strengths of each platform. The seamless connectivity between Business Central and Microsoft 365 apps helps businesses streamline their operations and improve overall productivity.
Can you personalize screens in Microsoft Dynamics 365 Business Central?
Yes. Business Central allows for the personalization of most pages in Business Central. You can add fields, remove fields, move sections.
To personalize screens in Dynamics 365 Business Central, follow these steps:
- Access personalization mode: Click the gear icon in the top right corner and select "Personalize" from the dropdown menu.
- Modify elements: Once in personalization mode, you'll see red icons next to various elements on the screen. These icons allow you to:
- Hide or show items by clicking the red icon and selecting "Hide" or "Show"
- Move items by clicking the red icon and dragging them to a new location
- Add new fields by using the "+ Field" option to access a list of available fields
- Freeze columns: In list views, you can freeze columns to keep them visible while scrolling. Click the red icon next to the column header and select "Set Freeze Pane".
- Rearrange columns: In list views, drag and drop columns to reorder them.
- Customize card pages: On card pages, you can rearrange fields within designated sections using drag-and-drop actions.
- Save changes: When finished, click "Done" to save your personalization's.
Remember that these personalization's are user-specific and won't affect other users' views. For system-wide changes, administrators can use the "Design" mode instead of ‘Personalize’ mode.
How does Microsoft Dynamics 365 Business Central handle multi-currency?
In a Global Market Place, Microsoft Dynamics 365 Business Central’s Multi-Currency functionality is a game changer. Multi-Currency Management: Business Central allows you to manage transactions in multiple currencies simultaneously. You can define currencies, set exchange rates, and perform currency conversions automatically.
- Automatic Exchange Rate Updates: It offers integration with financial data services that automatically update exchange rates, ensuring that your currency conversions are always based on the latest rates.
- Currency Revaluation: Business Central supports currency revaluation processes, which are essential for businesses with international operations to comply with accounting standards (like IFRS or GAAP). This feature helps adjust the value of foreign currency balances based on the latest exchange rates.
- Global Reporting: You can generate financial reports in the currency of your choice. This capability is crucial for businesses with international stakeholders or operations, as it allows for consistent and clear financial reporting across different regions.
- Streamlined Transactions: When entering transactions, Business Central automatically handles the currency conversion based on predefined rates or real-time rates, reducing manual effort and potential errors.
- Consolidation: For organisations with multiple subsidiaries or entities operating in different currencies, Business Central supports financial consolidation across currencies. This feature helps in creating consolidated financial statements that reflect the overall financial health of the entire organisation.
- Audit Trails and Compliance: It maintains audit trails of currency-related transactions, which is essential for compliance and transparency purposes. This capability ensures that all currency conversions and financial activities are traceable and auditable.
- User-Friendly Interface: The interface of Business Central is designed to be user-friendly, making it easier for finance teams to navigate and manage multi-currency operations without needing extensive IT support.
Overall, Microsoft Dynamics 365 Business Central provides comprehensive tools to manage multi-currency operations efficiently, from transaction processing to financial reporting and compliance. This capability is particularly beneficial for businesses that operate globally or deal with international customers, suppliers, or subsidiaries.