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Course Outline

Introduction to AI Builder and Low-Code AI

  • Overview of AI Builder capabilities and typical business scenarios.
  • Considerations regarding licensing, governance, and tenant-level configurations.
  • A look at Power Platform integrations, including Power Apps, Power Automate, and Dataverse.

OCR and Form Processing: Handling Structured and Unstructured Documents

  • Distinguishing between structured templates and free-form documents.
  • Preparing training data: labeling fields, ensuring sample diversity, and adhering to quality guidelines.
  • Constructing an AI Builder form processing model and assessing its extraction accuracy.
  • Managing post-extraction data through validation, normalization, and robust error handling.
  • Hands-on lab: Performing OCR extraction on mixed form types and integrating the results into a processing flow.

Prediction Models: Classification and Regression

  • Defining problem scopes: qualitative (classification) versus quantitative (regression) tasks.
  • Preparing features and managing missing data within Power Platform workflows.
  • Training, testing, and interpreting key model metrics such as accuracy, precision, recall, and RMSE.
  • Addressing model explainability and fairness in business contexts.
  • Hands-on lab: Creating a custom prediction model for churn scoring 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.
  • Designing patterns for scalable and maintainable AI-driven applications.
  • Hands-on lab: Executing an end-to-end scenario involving document upload, OCR, prediction, and workflow automation.

Complementary Process Mining Concepts (Optional)

  • Utilizing Process Mining to discover, analyze, and enhance processes using event logs.
  • Applying Process Mining outputs to refine model features and automate improvement cycles.
  • Practical application: Merging Process Mining insights with AI Builder to minimize manual exceptions.

Production Considerations, Governance, and Monitoring

  • Navigating data governance, privacy, and compliance when processing sensitive documents with AI Builder.
  • 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.
  • A solid grasp of fundamental data concepts, basic machine learning principles, and model evaluation techniques.
  • Proficiency in working with datasets, including Excel/CSV exports and basic data cleansing procedures.

Target Audience

  • Power Platform developers and solution architects.
  • Data analysts and process owners aiming to integrate AI-driven automation.
  • Business automation leads prioritizing document processing and predictive use cases.
 14 Hours

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