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Course Outline

Introduction to AI Builder and Low-Code AI

  • Core capabilities of AI Builder and typical application scenarios
  • Licensing models, governance standards, and tenant-level considerations
  • Overview of integrations across the Power Platform (Power Apps, Power Automate, Dataverse)

OCR and Form Processing: Handling Structured and Unstructured Documents

  • Distinctions between structured templates and free-form documents
  • Preparing training data: field labeling, sample diversity, and quality standards
  • Constructing an AI Builder form processing model and assessing extraction accuracy
  • Post-processing extracted data: validation, normalization, and error management
  • Practical lab: OCR extraction from diverse form types and integration into a processing workflow

Prediction Models: Classification and Regression

  • Defining problems: qualitative (classification) versus quantitative (regression) tasks
  • Feature preparation and managing missing data within Power Platform workflows
  • Training, testing, and interpreting model metrics (accuracy, precision, recall, RMSE)
  • Model interpretability and fairness considerations in business contexts
  • Practical lab: developing 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 apps
  • Developing automated flows to handle extracted data and initiate business actions
  • Design patterns for scalable and maintainable AI-driven applications
  • Practical lab: end-to-end scenario covering document upload, OCR, prediction, and workflow automation

Complementary Process Mining Concepts (Optional)

  • Utilizing Process Mining to discover, analyze, and enhance processes using event logs
  • Leveraging Process Mining outputs to refine 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 when employing AI Builder on sensitive documents
  • Model lifecycle: retraining, version control, and performance monitoring
  • Operationalizing models with alerts, dashboards, and human-in-the-loop validation

Conclusion and Future Directions

Requirements

  • Hands-on experience with Power Apps, Power Automate, or Power Platform administration
  • Basic understanding of data concepts, fundamental machine learning principles, and model assessment
  • Proficiency in working with datasets, Excel/CSV exports, and elementary data cleansing

Target Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners looking to automate workflows through AI
  • Business automation leads specializing in document processing and forecasting use cases
 14 Hours

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