Microsoft’s latest Insider drops — packaged as KB5064089 for the Beta channel and KB5064093 for the Dev channel — extend Click to Do with deeper Microsoft 365 integration, bringing Live Persona (profile) cards into the on‑screen assistant and adding a “Convert to table with Excel” action, while also shipping accessibility improvements such as a Narrator Braille viewer and a set of device‑and‑region gated rollouts for Copilot+ features.
Background
Windows 11’s Click to Do has been evolving from a lightweight capture-and-act assistant into a productivity surface that bridges what you see on screen with enterprise services in Microsoft 365. The August Insider flight that produced Build 26120.5770 for Beta (KB5064089) and Build 26220.5770 for Dev (KB5064093) continues that pattern by enabling two notable Microsoft 365‑backed actions inside Click to Do: converting captured tables directly into Excel and surfacing Microsoft 365 profile (Live Persona) cards from detected organizational email addresses. These changes are being rolled out gradually to Insiders and are gated by hardware, licensing, tenant identity, and region.Why this matters: Microsoft is embedding tenant‑aware productivity primitives into the Windows shell. Instead of forcing users to switch into Outlook, Teams, or Excel to complete short tasks, Click to Do aims to reduce context switches and shorten the loop from observation to action — a classic productivity lever for knowledge workers and education environments. This integration also further aligns the Windows desktop with Microsoft 365’s Graph and identity model, which introduces both efficiency gains and administrative considerations.
What Microsoft shipped in KB5064089 / KB5064093
Key user‑visible features
- Convert to table with Excel (Click to Do) — Click to Do can recognize simple tabular structures in any on‑screen content. After selecting a table (Win + Click, Win + Q, or touch gestures), users can choose “Convert to table with Excel” to push the captured data straight into Excel, copy it to the clipboard, or share it. This is an early preview feature and detection will improve over time. Feature exposure is being staged: Snapdragon Copilot+ PCs first; AMD and Intel Copilot+ support planned later. A Microsoft 365 subscription and the latest Excel app are required. This feature is not rolling out in the European Economic Area (EEA) yet.
- Microsoft 365 Profile (Live Persona) Cards in Click to Do — When Click to Do detects an email that belongs to a work or school tenant, pressing Win + Click on the email will surface a Microsoft 365 profile card (Live Persona) inline. The card consolidates contact details, collaboration context (recent messages, files), and quick actions (call, chat, email) without switching apps. Requires sign‑in with an Entra ID (work/school) account and a Microsoft 365 license; again, not yet available for Insiders in the EEA.
- Braille viewer in Narrator — A new floating on‑screen Braille viewer mirrors the output of connected refreshable Braille devices and can show a default 40‑cell view when no hardware is present. This helps sighted educators, AT evaluators, and developers observe Braille output in real time and supports different connected cell counts. Invoke Narrator (Win + Ctrl + Enter), then Narrator key + Alt + B to open the Braille viewer.
- Share and workflow refinements — The Windows share sheet gets “Find Apps” to search installed apps and Store suggestions without leaving the share surface. Click to Do itself picked up additional selection modes and usability upgrades in prior Insider flights; these continue to be refined in the current builds.
Fixes, known issues, and rollout notes
Microsoft distributed these features via the Insider channels with controlled feature rollouts and called out stability items such as audio drivers causing Device Manager yellow exclamation marks and certain Xbox controller Bluetooth bugchecks; steps and workarounds are included in the announcement. These known issues emphasize why Insiders should avoid primary production devices for Dev channel flights.Deep dive: Click to Do — what the new actions actually do
Convert to table with Excel — mechanics and limitations
Convert to table uses on‑device capture combined with Microsoft 365 cloud services to translate rendered cells into structured rows and columns destined for Excel. Practical realities to understand:- Detection quality is variable. The feature is explicitly early preview; complex tables (merged cells, nested headers, heavy styling) are more likely to fail or produce imperfect results than simple grids. Expect iterative improvements across Insider flights.
- Licensing and app dependencies matter. To send a capture to Excel you need the latest Microsoft Excel application installed and an active Microsoft 365 subscription. If Excel isn’t installed the feature may offer copy/share only. This keeps the integration consistent with Microsoft’s tenant licensing model.
- Hardware gating. Microsoft is phasing the feature by hardware class: Snapdragon Copilot+ PCs first, followed by AMD and Intel Copilot+ devices. If your machine is not Copilot+ hardware or not in the rollout cohort, you won’t see the option even with the latest build and feature toggle on. (blogs.windows.com, neowin.net)
- Regional controls. The feature is blocked for Insiders in the EEA while Microsoft tests and addresses regional concerns; the company explicitly notes EEA limitations in the release notes. If you’re in that region, the feature won’t appear yet.
- Capture simple grids rather than screenshots of heavily formatted tables.
- Keep Excel updated through the Microsoft Store or Microsoft 365 update channels.
- If the “Convert to table” option is missing, confirm Copilot+ hardware eligibility and toggle on “Get latest updates” in Insider settings if you’re enrolled.
Microsoft 365 Profile (Live Persona) cards — context without context switching
Live Persona cards inside Click to Do surface consolidated contact data from Microsoft 365 Graph, including presence, recent collaboration, and quick communication actions. The critical operational points:- Identity dependency: You must be signed in with a work/school (Entra ID) account on the PC for tenant profile data to appear; consumer Microsoft Accounts will not show tenant profile cards. This ensures profile content respects tenant boundaries and Azure AD permissions.
- Permission and licensing considerations: Some actions (Teams call, presence status) depend on tenant licensing and whether Teams is provisioned for that account. Absent Teams licensing, the profile card still shows directory info but communication actions may be disabled.
- Enterprise control: Because the feature calls Microsoft 365 Graph, tenant admins retain control via existing Graph/identity policies and can manage visibility by adjusting Azure AD attributes and synchronization settings. Administrators can also control companion app installs and autostart behavior from the Microsoft 365 Apps admin center.
Accessibility: Narrator Braille viewer and inclusivity gains
The Braille viewer addition to Narrator is one of the most consequential accessibility improvements in these flights. It provides a synchronized on‑screen representation of a refreshable Braille display output, supporting multiple cell counts and allowing sighted teachers, AT trainers, and developers to follow Braille reading visually.Why this is important:
- Educators can follow student Braille output in real time without learning Braille.
- AT testers and developers gain a debug-friendly mirror of Braille output for validation.
- The feature lowers testing friction for assistive experiences on Windows and improves collaboration between sighted and Braille-reading users.
- Enable Narrator (Win + Ctrl + Enter).
- Press Narrator key + Alt + B to open the Braille viewer.
- If no hardware is attached, the viewer defaults to a 40‑cell display for simulation.
Enterprise and IT perspective — risks, controls, and recommended actions
Embedding Microsoft 365 profile data and simple cloud workflows into the OS shell delivers measurable productivity gains, but organizations need to treat these changes as configuration and governance problems, not just UX improvements.Key risks and considerations
- Data surface increase: Live Persona cards surface directory attributes and collaboration metadata in contexts where users may not expect them (for example, on shared workstations or screens in meeting rooms). That increases the accidental disclosure risk if devices are left unlocked or shared.
- Permissioned cloud calls: Convert to table and profile cards rely on Microsoft Graph and tenant services. While permissions are enforced by Graph, increased frequency of cloud calls expands telemetry and potential data flow vectors that security teams should validate.
- Rollout fragmentation: Controlled feature rollouts result in inconsistent user experiences across device classes, regions, and channels. This complicates helpdesk workflows and can cause user confusion when features work on some machines but not others.
- License dependency: Functionality differences based on Microsoft 365 and Teams licensing can lead to support cases when expected actions are missing or fail — e.g., presence or calling disabled because Teams isn’t licensed.
Recommended IT actions
- Inventory and pilot:
- Build a representative pilot group covering Copilot+ hardware classes, Windows 11 channel types, and EEA vs non‑EEA locations.
- Test Convert to table with typical document sets (simple grid, merged headers, images with tables) and validate detection fidelity and error modes.
- Audit Azure AD and profile hygiene:
- Ensure directory fields are accurate and privacy settings are consistent with corporate policy. Bad or stale profile data undermines the utility of persona cards and can surface inaccurate organizational information.
- Review admin controls:
- Use Microsoft 365 Apps admin center to manage auto‑installation and autostart of companion apps.
- Apply conditional access or data loss prevention (DLP) policies where necessary to reduce unintentional exposures.
- Update documentation and support scripts:
- Add Click to Do behaviors to end‑user support guides and script updates for Helpdesk triage (e.g., confirming Entra ID sign‑in, verifying Excel installation and subscription status).
- Consider regional policy decisions:
- Because some features are blocked in the EEA and rollouts vary by region, align communications and rollout timelines with legal/compliance teams to avoid surprises.
Strengths, potential value, and where Microsoft still needs to be cautious
Strengths and upside
- Reduced context switching: Inline conversion and profile lookups let users complete small tasks where they already are, saving time and preserving flow.
- Practical accessibility investment: The Braille viewer is a high‑value addition that supports inclusion and real‑world testing scenarios.
- Enterprise alignment: Tying features to Entra ID and Microsoft 365 ensures behavior respects tenant permissions and licensing — a predictable control model for IT.
Areas to watch (risks and friction)
- Privacy and shared devices: Persona cards and quick access to collaboration data on shared or public workstations could expose information inadvertently; organizations should assess screensaver and lock policies accordingly.
- Feature gating complexity: The interaction of hardware gating (Copilot+), license gating (Microsoft 365, Teams), and regional gating (EEA exceptions) can create confusing support scenarios for end users and IT. Clear documentation and proactive communication are essential.
- Detection quality & false positives: Convert to table is an early preview; early adopters should expect imperfect results. Relying on automated table extraction for critical data without validation introduces risk.
How to try these features today (Insider checklist)
- Enroll a test PC in the Windows Insider Program (Beta or Dev channel).
- In Settings > Windows Update > Windows Insider Program, toggle on “Get the latest updates as soon as they’re available” for a higher chance of receiving controlled rollouts.
- Update Windows to the corresponding cumulative package (KB5064089 for Beta / KB5064093 for Dev) and ensure you have the latest Microsoft Excel app and an active Microsoft 365 subscription.
- Sign in with a work/school (Entra ID) account to see profile cards.
- Invoke Click to Do with Win + Click (or Win + Q or touch) and test Convert to table on simple screenshots or tables.
- Enable Narrator (Win + Ctrl + Enter) and open Braille viewer with Narrator key + Alt + B to test the accessibility viewer.
Final assessment
The KB5064089 and KB5064093 Insider updates mark a logical and pragmatic step in Microsoft’s strategy to weave Microsoft 365 services more tightly into Windows 11’s shell experiences. For enterprise and education users the changes deliver tangible gains: faster one‑click context lookups via Live Persona cards and a practical shortcut for moving tabular data into Excel directly from what’s on screen. The Braille viewer demonstrates continued investment in accessibility that has immediate classroom and developer benefits.However, the rollout is intentionally conservative and gated — Copilot+ hardware requirements, tenant licensing, and regional blocks (EEA) mean the practical reach of these features will grow slowly and unevenly. Organizations should treat these enhancements as a governance and support project: audit directory hygiene, pilot across hardware classes, and update support materials before enabling broad employee adoption. When managed carefully, Click to Do’s Microsoft 365 integration can reduce friction and speed routine tasks without giving up enterprise control.
Conclusion: KB5064089 and KB5064093 continue Windows 11’s incremental, productivity‑first trajectory by bringing Microsoft 365 context directly into the OS. The benefits for hybrid teams and accessibility are clear; the work for IT and security teams is in the details — testing, policy alignment, and user education — to ensure the experience scales responsibly across diverse devices, tenants, and regions.
Source: Windows Report Windows 11 Insider Update KB5064089 & KB5064093 Adds Microsoft 365 Profile Cards to Click to Do