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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 practices, 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
  • Creating AI Builder form processing models and assessing extraction accuracy
  • Managing extracted data through validation, normalization, and error handling
  • Practical lab: extracting data from mixed form types using OCR and integrating it into a processing flow

Prediction Models: Classification and Regression

  • Defining the problem: qualitative (classification) versus quantitative (regression) objectives
  • Preparing features and managing missing data within Power Platform workflows
  • Training, testing, and interpreting model metrics (accuracy, precision, recall, RMSE)
  • Considering model explainability and fairness in business contexts
  • Practical lab: building a custom prediction model for churn/score analysis or numeric forecasting

Integrating with Power Apps and Power Automate

  • Embedding AI Builder models into canvas and model-driven apps
  • Developing automated flows to handle extracted data and trigger business actions
  • Design patterns for creating scalable and maintainable AI-driven applications
  • Practical lab: end-to-end scenario involving document upload, OCR, prediction, and workflow automation

Complementary Process Mining Concepts (Optional)

  • Utilizing Process Mining to discover, analyze, and improve processes via event logs
  • Applying Process Mining insights to refine model features and automate improvement cycles
  • Practical example: leveraging Process Mining insights alongside AI Builder to minimize manual exceptions

Production Readiness, Governance, and Monitoring

  • Data governance, privacy, and compliance considerations when using AI Builder on sensitive documents
  • Managing the model lifecycle: retraining, versioning, and performance tracking
  • Operationalizing models through alerts, dashboards, and human-in-the-loop validation

Summary and Next Steps

Requirements

  • Proficiency with Power Apps, Power Automate, or Power Platform administration
  • Understanding of data concepts, fundamental machine learning principles, and model evaluation techniques
  • Ability to work with datasets, Excel/CSV exports, and basic data cleaning processes

Target Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners aiming to implement AI-driven automation
  • Business automation leaders specializing in document processing and prediction use cases
 14 Hours

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