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Course Outline

Introduction to AI Builder and Low-Code AI

  • AI Builder capabilities and common scenarios.
  • Licensing, governance, and tenant-level considerations.
  • Overview of Power Platform integrations (Power Apps, Power Automate, Dataverse).

OCR and Form Processing: Structured and Unstructured Documents

  • Differences between structured templates and free-form documents.
  • Preparing training data: labeling fields, ensuring sample diversity, and adhering to quality guidelines.
  • Building an AI Builder form processing model and evaluating extraction accuracy.
  • Post-processing extracted data: validation, normalization, and error handling.
  • Hands-on lab: OCR extraction from mixed form types and integration into a processing flow.

Prediction Models: Classification and Regression

  • Problem framing: distinguishing between qualitative (classification) and quantitative (regression) tasks.
  • Feature preparation and handling missing data within Power Platform workflows.
  • Training, testing, and interpreting model metrics (accuracy, precision, recall, RMSE).
  • Model explainability and fairness considerations in business use cases.
  • Hands-on lab: build a custom prediction model for churn/score or numeric forecast.

Integration with Power Apps and Power Automate

  • Embedding AI Builder models into canvas and model-driven apps.
  • Creating automated flows to process extracted data and trigger business actions.
  • Design patterns for scalable, maintainable AI-driven apps.
  • Hands-on lab: end-to-end scenario — document upload, OCR, prediction, and workflow automation.

Complementary Process Mining Concepts (Optional)

  • How Process Mining helps discover, analyze, and improve processes using event logs.
  • Using Process Mining outputs to inform model features and automate improvement loops.
  • Practical example: combine Process Mining insights with AI Builder to reduce manual exceptions.

Production Considerations, Governance, and Monitoring

  • Data governance, privacy, and compliance when using AI Builder on sensitive documents.
  • Model lifecycle: retraining, versioning, and performance monitoring.
  • Operationalizing models with alerts, dashboards, and human-in-the-loop validation.

Summary and Next Steps

Requirements

  • Experience with Power Apps, Power Automate, or Power Platform administration.
  • Familiarity with data concepts, basic machine learning principles, and model evaluation.
  • Comfort working with datasets, Excel/CSV exports, and basic data cleansing techniques.

Audience

  • Power Platform developers and solution architects.
  • Data analysts and process owners seeking automation through AI.
  • Business automation leads focused on document processing and prediction use cases.
 14 Hours

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