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"Show chart" icon missing from toolbar

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Posted on by JCS_1665

Hi everyone

Has anyone recently encountered an issue with the 'show chart' icon missing from a user's toolbar? We're using Dynamics 365 online and the user has the correct security role. They were able to see the icon about three weeks ago.

Ordinarily we'd expect to see 'Show Chart' between Focused View and + New on the below screenshot.

Have there been any recent updates which might be affecting this? I've tried searching on here but I can't find anything.

Many thanks

Jan

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Microsoft Dynamics CRM

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Holly Huffman 6,534 Super User 2025 Season 2 on at

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Good morning, evening, or afternoon :) depending on your location!
Hope you are well today!

Potential causes / troubleshooting steps (apologies if you've already tried these):

the user may have inadvertently customized their toolbar or view (ask them to reset their personalization settings)

Settings > Personalization Setting > Select Reset to Default

You mentioned user has correct role, double check the role includes access to "Show Chart" functionality (sometimes after updates, permissions can be altered)

unified interface customizations - if customized, show chart may have been hidden or removed

check the latest updates: What's new in Dynamics 365 Contact Center | Microsoft Learn

Hope this helps some!

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Jonas "Jones" Melgaard 4,986 Most Valuable Professional on at

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We had something similar going on in our CRM; it was triggered by the new natural search function based on Copilot, and a setting in Edge. If you are using Edge it might explain it.

Have a look in this thread, I've written the cause and solution: https://community.dynamics.com/forums/thread/details/?threadid=c850639a-acf8-ef11-be20-7c1e520dbb77

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JCS_1665 35 on at

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Hi Jonas Jones Melgaard

Thanks very much for your response. My colleague is using Chrome and there's no equivalent setting.

Jan

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Jonas "Jones" Melgaard 4,986 Most Valuable Professional on at

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Thanks.
I need to have a play with Chrome in our environment. It's a bit odd

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Jonas "Jones" Melgaard 4,986 Most Valuable Professional on at

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Hi Again,

I just had another play, and it's due to Copilot. Unless I'm mistaken and you don't have the natural search bar like in my example.

If you install the unofficial Bing Sidebar for Chrome from the app store, it works.
I won't link to it, since it's unsupported by Microsoft.

So it's either use Edge with the settings enabled, install the unofficial and unsupported Copilot extension, or disable Copilot natural search in the environment.

With extension:

Without extension:

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