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Course Outline

Foundamentals of AI Builder and Low-Code AI

  • Capabilities of AI Builder and typical application scenarios
  • Licensing structures, governance frameworks, and tenant-specific factors
  • Insight into 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: field labeling, sample variety, and quality standards
  • Constructing an AI Builder form processing model and assessing extraction precision
  • Processing extracted data post-extraction: validation, standardization, and error management
  • Practical exercise: OCR extraction from diverse form types and embedding it into a processing workflow

Predictive Modeling: Classification and Regression Techniques

  • Defining the problem: qualitative (classification) versus quantitative (regression) goals
  • Preparing features and managing missing data within Power Platform workflows
  • Training, testing, and analyzing model metrics such as accuracy, precision, recall, and RMSE
  • Considerations for model explainability and fairness in business contexts
  • Practical exercise: developing a custom prediction model for churn scoring or numerical forecasting

Integration Strategies with Power Apps and Power Automate

  • Incorporating AI Builder models into canvas and model-driven applications
  • Developing automated flows to handle extracted data and initiate business actions
  • Design principles for scalable and maintainable AI-powered applications
  • Practical exercise: a complete end-to-end scenario involving document upload, OCR, prediction, and workflow automation

Supplementary Process Mining Principles (Optional)

  • The role of Process Mining in discovering, analyzing, and enhancing processes through event logs
  • Leveraging Process Mining results to refine model features and automate improvement cycles
  • Real-world example: merging Process Mining insights with AI Builder to minimize manual exceptions

Production Readiness, Governance, and Surveillance

  • Data governance, privacy, and compliance when applying AI Builder to sensitive documents
  • Model lifecycle management: retraining, version control, and performance tracking
  • Operationalizing models via alerts, dashboards, and human-in-the-loop verification

Recap and Future Directions

Requirements

  • Proficiency with Power Apps, Power Automate, or Power Platform administration
  • Understanding of data principles, fundamental machine learning concepts, and model assessment techniques
  • Confidence in managing datasets, Excel/CSV exports, and foundational data cleaning tasks

Target Audience

  • Power Platform developers and solution architects
  • Data analysts and process owners aiming to implement AI-driven automation
  • Leaders in business automation concentrating on document processing and forecasting applications
 14 Hours

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