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Course Outline

Introduction to AI Builder and the Low-Code AI Landscape

  • Key capabilities of AI Builder and typical application 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 high-quality training data through field labeling, sample diversity, and adherence to quality guidelines.
  • Constructing an AI Builder form processing model and assessing extraction precision.
  • Post-processing extracted data through validation, normalization, and robust error handling.
  • Hands-on lab: extracting data via OCR from mixed form types and integrating the results into a processing workflow.

Predictive Models: Mastering Classification and Regression

  • Framing the problem: contrasting qualitative (classification) and 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.
  • Considering model explainability and fairness in business contexts.
  • Hands-on lab: developing a custom prediction model for churn scoring or numeric forecasting.

Integrating with Power Apps and Power Automate

  • Embedding AI Builder models into both canvas and model-driven applications.
  • Building automated flows to process extracted data and initiate business actions.
  • Design patterns for creating 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 Module)

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

Production Readiness, Governance, and Monitoring

  • Navigating data governance, privacy, and compliance when processing sensitive documents with AI Builder.
  • Managing the model lifecycle through retraining, version control, and performance tracking.
  • Operationalizing models using alerts, dashboards, and human-in-the-loop validation mechanisms.

Summary and Strategic Next Steps

Requirements

  • Proficiency in Power Apps, Power Automate, or general Power Platform administration.
  • Understanding of core data concepts, fundamental machine learning principles, and model assessment techniques.
  • Confidence 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 aiming to drive automation through AI.
  • Business automation leaders focused on document processing and predictive use cases.
 14 Hours

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