GS512 – Version Control and Feature Management in Globalization Studio

Once you start building and deploying compliance features, like tax reports, invoice formats, or e-invoicing logic, you’ll quickly realize:

“I need to make updates… but how do I do it without breaking the live version?”

This is where version control and feature management in Globalization Studio help you work safely and efficiently.

In this article, you’ll learn:

  • How to manage feature versions (Draft → Complete → Deployed)
  • How to update a feature that’s already in use
  • How to roll back or test changes
  • How to avoid common mistakes that impact production

This builds on what we covered in GS504 – Feature Lifecycle and Applicability Rules and GS505 – Creating a Feature from Scratch.


🧠 What Is Version Control?

In Globalization Studio, every feature can have multiple versions. Each version represents a complete set of:

  • ER configurations
  • Processing pipeline logic
  • Applicability rules

This means you can:

  • Work on a new version without changing the live one
  • Test safely in a sandbox
  • Deploy when ready

✅ Think of it like editing a draft of a document. You don’t overwrite the final one, you create a new version and replace it only when it’s ready.

image-94 GS512 – Version Control and Feature Management in Globalization Studio

🔁 Feature Statuses Explained

Each feature version moves through 4 statuses:

StatusWhat It Means
DraftYou’re building or editing the feature. You can still make changes.
CompletedYou’ve finished editing. The version is locked for safety and ready to publish.
PublishedThe feature is saved to the Dataverse repository and can be moved between environments.
DeployedThe feature is now live and connected to the electronic invoicing pipeline or tax logic in D365.
Screenshot-2025-07-05-084503 GS512 – Version Control and Feature Management in Globalization Studio
image-95 GS512 – Version Control and Feature Management in Globalization Studio

🔄 You can always create a new version if changes are needed later.


✏️ Step-by-Step: Updating a Live Feature

Let’s say you’ve already deployed the Spanish electronic invoice (ES) feature provided by Microsoft, which generates and submits an XML invoice to the government portal.
Now, your finance team wants a copy of each invoice emailed internally for archiving or review.

Instead of modifying the live setup directly, here’s how to do it safely:


✅ Step 1: Create a New Version

  1. Go to Globalization Studio > Features
  2. Open the existing Spanish electronic invoice (ES) feature
  3. Click New Version
  4. This creates a new Draft version, leaving the live one untouched
image-96 GS512 – Version Control and Feature Management in Globalization Studio

✅ Step 2: Add the Email Step

  • In the processing pipeline, insert a new action: Send an Email
  • Configure parameters:
    • Server: smtp.office365.com
    • Port: 587
    • Email credentials (via Key Vault secrets)
    • To: your internal email or group
    • Input file: Bind to the XML output from the “Generate invoice” step
Screenshot-2025-07-05-181438 GS512 – Version Control and Feature Management in Globalization Studio

💡 Now, after generating and signing the XML invoice, the system also emails a copy automatically ,  no manual download required.


✅ Step 3: Finalize the Version

  • Mark the version as Complete
  • Add a comment like: “Added email distribution step to pipeline”
image-97 GS512 – Version Control and Feature Management in Globalization Studio

✅ Step 4: Deploy via Dataverse

  • Click Deploy to push the updated version to your Dataverse repository
image-98 GS512 – Version Control and Feature Management in Globalization Studio
  • Use Power Platform ALM tools to move the solution from Dev to UAT to Prod
image-99 GS512 – Version Control and Feature Management in Globalization Studio
  • Import/update feature or changes from dataverse repository in target environment
image-101 GS512 – Version Control and Feature Management in Globalization Studio

✅ Your custom email step is now part of the Spanish e-invoicing process ,  and you’ve updated it without disrupting the live configuration.


🧾 How to Roll Back a Feature

If something goes wrong after deployment:

  1. Go to the previous Completed version
  2. Clone it to create a new version
  3. Mark as Complete
  4. Deploy it again

This makes rollback safe and code-free, no developer needed.


🧩 Where to View All Versions

Inside any feature, go to the Versions tab.

You’ll see:

  • Version numbers
  • Status (Draft, Complete)
  • Last modified date
  • Author and version comments
image-100 GS512 – Version Control and Feature Management in Globalization Studio

Configurations

image-102 GS512 – Version Control and Feature Management in Globalization Studio

✅ This audit trail helps you keep track of who made what changes, and why.


💡 Best Practices for Versioning

TipWhy It Matters
Always clone before editingKeeps live version safe
Use clear version commentsHelps track changes over time
Test in UAT firstPrevents issues in production
Only one deployed version per environmentEnsures consistency and predictability

📦 Bonus: ALM + Version Control

If you’re using ALM with Dataverse solutions (covered in GS508), versioning still works the same way.

Each time you export a solution, it includes only the latest Completed or Deployed version of each feature.

So:

  • Work in Draft
  • Complete it when ready
  • Export for UAT/Prod

📘 Coming Up Next

In GS513 – Business Document Management (BDM), we’ll shift focus to printable document layouts. You’ll learn:

  • How to edit sales invoices or POs in Word
  • How to avoid developer requests for layout changes
  • How to connect BDM with ER and Globalization Studio

📖 [Continue reading: GS513 – Business Document Management →]

Share this content:

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 🚀

Post Comment

Table of Content