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our team has recently acquired Sitecore XM Cloud, and I am completely new to the Sitecore. We need to implement a feature where a button in the Content Editor allows marketers or developers to synchronize data with a remote Dynamics 365 database when clicked. I did some research and looks like I need to write a sync function in Powershell and attach it as command for that ribbon? Please correct me if I'm wrong

Additionally, we need to establish a nightly task that automatically syncs data with the Dynamics 365 database (so the items under that data folder in content tree will be updated) . Can we set up such a scheduled task in XM Cloud from backend to achieve this requirement? I would greatly appreciate any assistance in this matter.

2 Answers 2

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You could leverage Sitecore PowerShell Extensions to handle the Content Editor integrations (Ribbon button) and custom scheduled tasks.

There is a wealth of information on this site and in the official documentation.

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You shouldn't be doing this within XM Cloud. You need to create a service externally that does the sync via the GraphQL Mutations API to update the Sitecore items.

You can use Sitecore Connect for this, or a similar service, or you can write an Azure Function, external service etc... that runs on a schedule and performs the updates.

This is not something to do within the CM.

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  • You mean I shouldn't attach a powershell extensions into the Ribbon button in Content Editor? instead I should use SitecoreConnect / Azure Function to get data from external sources (in this case Azure DB hosted) and then making Graphql mutation api to update it? Does it mean I need to write a custom resolver in the sitecore backend? Or everything should be handled in the Azure Function / SitecoreConnect. Sorry for noob question as I completely new to Sitecore ecosystem. Thank you very much for you help, appreciate it
    – rayray
    Nov 29, 2023 at 9:17
  • But I thought mutation is not allowed in Experience Edge in Xm Cloud? as it only for exposes data via GraphQL. Sorry If i'm wrong
    – rayray
    Nov 29, 2023 at 12:43
  • You can use the Admin API: doc.sitecore.com/xmc/en/developers/xm-cloud/admin-api.html
    – Richard Seal
    Nov 29, 2023 at 14:14

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