Connect to Multi-factor Enabled D365 Dataverse/CDS Programmatically Using Certificates (Online 9.1)

As the continuation to my earlier blog post, “Connect MFA Enabled D365 CDS Programamatically” , where we connected to D365 using ClientSecret programmatically, we will learn how we can use Certificates for the same. Certificate-based authentication is a more secure way to achieve S2S (server-to-server) authentication and establishing the connection to D365 Dataverse/CDS.

So, let’s get started.

Step 1: Set up certificates

This example uses a self-signed or CA-issued certificate. You can use an existing certificate or follow the steps below to create a self-signed certificate in Azure Key Vault.

• Log in to the Azure portal at https://portal.azure.com. Open Key vaults and select Create. Choose an existing resource group or create one.

Complete the form to create the key vault.

• In the new key vault, open Certificates and select Generate/Import. Use Generate to create a certificate or Import to add an existing one.

Figure 02 / Inside the original interface

A closer look at the certificate form.

1. 01Certificate name

   The original capture shows a name field beneath the creation method. This identifies the field; it does not prescribe your organisation's naming policy.

2. 02Validity period

   The historical form displays the lifetime in months. Its example value is not a recommended lifetime or renewal policy for a new project.

3. 03Content type

   The capture shows PKCS #12 and PEM options. Review the export format and private-key requirements for the connection approach described below.

Download the public certificate in CER format for the application registration. For the local certificate-store approach below, use a protected PFX that includes the private key.

Step 2: Get the application ID and upload the public certificate using Azure Active Directory

• Log in to the Azure portal at https://portal.azure.com. Open Azure Active Directory, select App registrations and choose New registration.
• Give the application a name, select Register and copy the generated application ID.

• Now click on Certificates and Secrets for your app. Click on ‘Upload Certificate’ and upload CER certificate you downloaded from step key vault. Once added, copy Thumbprint Value.

Step 3: Import the certificate into the local certificate store

Import the certificate and its private key into the certificate store used by the application. For this local-store approach, use a protected PFX file and allow the application’s runtime identity to read the private key. Upload only the public certificate to the app registration. See Microsoft’s certificate guidance for the private-key requirement.

Step 4: Add an application user in the D365 CDS environment

• Log in to the D365 CDS environment.
• Go to Settings – Security – Users.
• Switch to the Application Users view and select New. Use the Application User form.
• Enter the required details and the application ID generated in step 2.

Step 5: Add the C# connection string

Format

string connectionString = "AuthType=Certificate;Url=YOUR_ORGANIZATION_URL;AppId=YOUR_APPLICATION_ID;Thumbprint=YOUR_CERTIFICATE_THUMBPRINT";

Example

string connectionString = "AuthType=Certificate;Url=https://your-organization.crm.dynamics.com;AppId=YOUR_APPLICATION_ID;Thumbprint=YOUR_CERTIFICATE_THUMBPRINT";

Replace the organization URL, application ID and certificate thumbprint with the values for your environment.

Common error

• Error: Microsoft.Powerplatform.Cds.Client.Utils.CdsConnectionException: Failed to connect to Common Data Service — System.Exception: Failed to locate or read certificate from passed thumbprint. — System.Exception: Failed to find certificate with thumbprint: XXXXXXXXXXXXXXXXXXXXXX.
• Solution: Check if you have imported the certificate to your local certificate store.

References

Hope this helps to achieve your goal. Please let us know if you have any questions.