GS521 – Managing Providers and Repositories in Globalization Studio

As you start working with Globalization Studio, you’ll notice every feature, configuration, and ER format is tied to a provider and a repository.

You might be wondering:

  • “Should I use the Microsoft provider or create my own?”
  • “What is a repository and why does it matter?”
  • “How do I keep my environment clean when working across Dev, UAT, and Prod?”

This article answers those questions and helps you:

  • Understand the difference between providers and repositories
  • Set up your own provider (e.g. Contoso, Your Org)
  • Work with Microsoft-delivered features without modifying them
  • Keep features organized across environments

This builds on GS503 – Workspace Setup and supports ALM topics from GS508 – Application Lifecycle Management.


🧠 What Is a Provider?

A configuration provider is the “owner” of a feature, configuration, or ER format.

TypeExampleUsed For
MicrosoftMicrosoft CorporationPrebuilt country formats (Facturae, SAF-T, etc.)
Your OrgContoso Ltd, Your Org LtdCustom features you create or modify
ISVAtlasISV GmbH3rd-party solutions and add-ons

✅ Think of providers like authors. Microsoft creates the original, and you create your customized versions under your own provider.

image-251 GS521 – Managing Providers and Repositories in Globalization Studio

📦 What Is a Repository?

A repository is where your features and ER configurations are stored.

There are two main types:

Repository TypeDescription
Microsoft Global RepositoryRead-only. Contains Microsoft-delivered features you can import (e.g., Spain Facturae XML).
Dataverse RepositoryWritable. Stores your own features, supports versioning, and is used in ALM pipelines.

💡 You can have multiple repositories (e.g., Dev, UAT, Prod) all pointing to the same or different Dataverse solutions.

image-247 GS521 – Managing Providers and Repositories in Globalization Studio

🪜 Step-by-Step: Creating Your Own Provider

  1. Go to Workspaces > Electronic Reporting
  2. Select Configuration Providers
image-248 GS521 – Managing Providers and Repositories in Globalization Studio
  1. Click New
    • Name: Contoso Ltd
    • Alias: CONTS
image-250 GS521 – Managing Providers and Repositories in Globalization Studio
  1. Mark it as Active
image-249 GS521 – Managing Providers and Repositories in Globalization Studio

This allows you to start creating and owning your own features without touching Microsoft’s originals.


🪜 Step-by-Step: Connecting to Repositories

  1. Go to Globalization Studio > Repository Settings
  2. Choose repository type:
    • Microsoft Global Repository (for imports)
    • Dataverse Repository (for your work)
  3. If using Dataverse:
    • Create or choose a Power Platform solution
    • Name it clearly (e.g., Contoso Compliance UAT)
    • Features created in this solution will follow ALM rules

📘 Refer to GS508 – ALM for details on exporting/importing solutions between environments.


🔁 When to Use Which Provider?

ScenarioRecommended Provider
Importing prebuilt e-invoicing formatMicrosoft
Building your own compliance featureYour org (e.g., Contoso)
Modifying Microsoft-delivered logicClone under your provider
Working with ISV tax/localization solutionsISV provider

🧼 Never modify features directly under Microsoft’s provider. Always clone first under your provider, this keeps upgrades clean and traceable.


📁 Organizing Repositories for ALM

If you’re working across multiple environments:

EnvironmentRepository Setup
DevContoso Config Dev in Dataverse
UATContoso Config UAT (imported from Dev)
ProdContoso Config Prod (locked down)

This structure:

  • Keeps environments clean
  • Supports rollback if needed
  • Enables team collaboration via Power Platform

🧾 Naming Tips and Best Practices

AreaBest Practice
ProvidersUse a name that reflects your legal entity (e.g., Your Org Ltd)
SolutionsName by environment or purpose (e.g., GR_Config_UK, ES_Invoice_UAT)
FeaturesPrefix by country or document (e.g., ES_Facturae_Import)

🧭 Related Articles


📘 Coming Up Next

In GS522 – Cloning, Extending, and Managing Feature Versions, we’ll show how to safely make changes to your live compliance features using versioning.
You’ll learn how to:

  • Clone existing features
  • Modify ER formats, pipelines, and applicability rules
  • Deploy and test changes without impacting production
  • Roll back versions cleanly if needed

📖 Continue reading: GS522 – Feature Versioning and Change Management

🔍 View Full Article in PDF

GS521

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I am Yogeshkumar Patel, a Microsoft Certified Solution Architect and ERP Systems Manager with expertise in Dynamics 365 Finance & Supply Chain, Power Platform, AI, and Azure solutions. With over six years of experience, I have successfully led enterprise-level ERP implementations, AI-driven automation projects, and cloud migrations to optimise business operations. Holding a Master’s degree from the University of Bedfordshire, I specialise in integrating AI with business processes, streamlining supply chains, and enhancing decision-making with Power BI and automation workflows. Passionate about knowledge sharing and innovation, I created AI-Powered365 to provide practical insights and solutions for businesses and professionals navigating digital transformation. 📩 Let’s Connect: LinkedIn | Email 🚀

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