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Blue card-shaped device ejects a flowing blue sheet in front of a PC monitor.
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, Windows 11 Insider Update KB5064089 & KB5064093 Adds Microsoft 365 Profile Cards to Click to Do
 

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