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Course Outline

Introduction to AI Builder and Low-Code AI

  • Overview of AI Builder capabilities and typical business scenarios.
  • Key considerations regarding licensing, governance, and tenant-level setup.
  • Introduction to Power Platform integrations, including Power Apps, Power Automate, and Dataverse.

OCR and Form Processing: Handling Structured and Unstructured Documents

  • Understanding the distinctions between structured templates and free-form documents.
  • Preparing training data, including field labeling, sample diversity, and quality standards.
  • Developing an AI Builder form processing model and assessing extraction accuracy.
  • Post-processing extracted data through validation, normalization, and error handling.
  • Hands-on lab: Performing OCR extraction from mixed form types and integrating results into a processing flow.

Prediction Models: Classification and Regression

  • Problem framing: distinguishing between qualitative (classification) and quantitative (regression) tasks.
  • Feature preparation and managing missing data within Power Platform workflows.
  • Training, testing, and interpreting model metrics such as accuracy, precision, recall, and RMSE.
  • Considerations for model explainability and fairness in business contexts.
  • Hands-on lab: Creating a custom prediction model for churn/score analysis or numeric forecasting.

Integration with Power Apps and Power Automate

  • Embedding AI Builder models into canvas and model-driven applications.
  • Developing automated flows to process extracted data and initiate business actions.
  • Design patterns for scalable and maintainable AI-driven applications.
  • Hands-on lab: An end-to-end scenario covering document upload, OCR, prediction, and workflow automation.

Complementary Process Mining Concepts (Optional)

  • How Process Mining utilizes event logs to discover, analyze, and improve processes.
  • Leveraging Process Mining outputs to inform model features and automate improvement cycles.
  • Practical example: Combining Process Mining insights with AI Builder to minimize manual exceptions.

Production Considerations, Governance, and Monitoring

  • Data governance, privacy, and compliance requirements when using AI Builder with sensitive documents.
  • Managing the model lifecycle, including retraining, versioning, and performance monitoring.
  • Operationalizing models through alerts, dashboards, and human-in-the-loop validation.

Summary and Next Steps

Requirements

  • Practical experience with Power Apps, Power Automate, or Power Platform administration.
  • Familiarity with data concepts, basic machine learning ideas, and model evaluation practices.
  • Proficiency in working with datasets, Excel/CSV exports, and basic data cleansing techniques.

Target Audience

  • Power Platform developers and solution architects.
  • Data analysts and process owners seeking to implement automation through AI.
  • Business automation leads focused on document processing and prediction use cases.
 14 Hours

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