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 Duration 14 hours (2 days)

Course Outline

Introduction to AI Builder and Low-Code AI

  • Core capabilities of AI Builder and typical application scenarios
  • Considerations regarding licensing, governance, and tenant-level management
  • Overview of integrations across the Power Platform, including Power Apps, Power Automate, and Dataverse

OCR and Form Processing: Handling Structured and Unstructured Documents

  • Distinguishing between structured templates and free-form document layouts
  • Preparing training data: field labeling, ensuring sample diversity, and adhering to quality standards
  • Developing an AI Builder form processing model and assessing extraction precision
  • Processing extracted data post-extraction: implementing validation, normalization, and error handling mechanisms
  • Practical lab: Performing OCR extraction from mixed form types and integrating the results into a processing workflow

Predictive Modeling: Classification and Regression

  • Defining the problem scope: qualitative tasks (classification) versus quantitative tasks (regression)
  • Feature engineering and managing missing data within Power Platform environments
  • Training, testing, and interpreting key model metrics such as accuracy, precision, recall, and RMSE
  • Addressing model explainability and fairness within business contexts
  • Practical lab: Creating a custom prediction model for churn scoring or numerical forecasting

Integration with Power Apps and Power Automate

  • Incorporating AI Builder models into both canvas and model-driven applications
  • Developing automated flows to process extracted data and initiate business actions
  • Establishing design patterns for scalable and maintainable AI-driven applications
  • Practical lab: Executing an end-to-end scenario involving document upload, OCR processing, prediction, and workflow automation

Supplementary Process Mining Concepts (Optional)

  • Leveraging Process Mining to discover, analyze, and refine processes using event logs
  • Utilizing Process Mining outputs to enhance model features and automate improvement cycles
  • Case study: Combining Process Mining insights with AI Builder to minimize manual exceptions

Production Readiness, Governance, and Monitoring

  • Addressing data governance, privacy, and compliance when applying AI Builder to sensitive documents
  • Managing the model lifecycle: strategies for retraining, versioning, and performance tracking
  • Operationalizing models through alerts, dashboards, and human-in-the-loop validation

Recap and Future Pathways

Requirements

  • Prior hands-on experience with Power Apps, Power Automate, or general Power Platform administration
  • A solid understanding of fundamental data concepts, basic machine learning principles, and model assessment
  • Proficiency in managing datasets, handling Excel/CSV exports, and performing basic data cleansing

Target Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners looking to leverage AI for automation
  • Business automation leaders with a focus on document processing and predictive use cases

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