AI Builder & Document Processing Services

2 days
UM365AI
2 days

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What is Artificial Intelligence

Artificial Intelligence or AI is a term frequently used and overused. This brief introduction will give you an idea what AI is and how it can help your organization with recurring business problems.

  • Understand AI Fundamentals
  • How AI Can Solve Organizational Challenges

Introducing AI Builder in Power Platform

AI Builder is a central service that can be used throughout the Power Platform. This module introduces the Power Platform and the AI Builder tool to embed AI into your Power Apps and Power Automate flows.

  • What is AI Builder
  • Introducing the Power Platform
  • Licensing Requirements for AI Builder
  • AI Builder Custom and Prebuilt Models
  • LAB: Configure a Trial Environment for AI Builder

Text-Based Models and Prompts

Before we can use AI models, we first need to train them. This module covers how to prepare data and how to train Text-based AI models and reusable prompts.

  • Discovering Text-Based AI Models: Text Translation, Entity Extraction...
  • Microsoft Dataverse Overview
  • Loading data in Microsoft Dataverse Tables
  • Training Text-Based Models
  • Prepare Reusable Prompts
  • LAB: Prepare and Train Text-Based AI Models

Using AI Models in Power Platform

Creating and training your models is one thing, implementing them correctly is another. You need to build Power Apps Canvas Apps or Power Automate flows so your models can flourish.

  • AI Builder in Power Automate
  • AI Builder as Canvas App Controls
  • AI Builder and Power Fx
  • LAB: Automatically Classify Emails Using AI

Prediction Models

Microsoft Dataverse is a key tool within the Power Platform for makers. Data stored in Dataverse can be processed to predict hard-to-measure or time-critical data. Using AI, we can analyze this information and predict metadata effectively.

  • Training a Prediction Model with Structured Data
  • Predicting Future Outcomes
  • Using Model Results Throughout Microsoft 365

Image Detection Models

By training your own AI Models on predefined data, you can allow processes to automatically classify images or even detect your organization-specific objects in these images.

  • Classifying vs Detecting Models
  • Training Image Models
  • Using Image Detection Models in Microsoft 365

Document-Based Models

Every day, invoices, receipts, IDs, and a bunch of other documents need to be processed and stored in your company. With document-based AI models, you can process these in an automated way and store the extracted data wherever you like.

  • Document Processing Models Overview
  • Collecting Data and Training Document-Based Models
  • Using Models in Apps or Flows
  • Using Document Automation Solutions
  • LAB: Train and Use AI Models to Process Invoices and Agreements

Managing AI Builder Models

Your custom-trained models always have room for improvement. In this module, you will learn how you can manage your custom models, retrain them, or even share them with your colleagues or others. You will also learn how to add security to your models.

  • Manage, Retrain and Publish Models
  • Share and Distribute your Model
  • Continuously Improve your Model
  • Secure your AI Models with Role-Based Security

AI in SharePoint with Document Processing Services

Document processing services in Microsoft 365 provide content understanding and automation capabilities to classify, organize, and extract information from your documents. These services streamline the process—saving time and improving accuracy.

  • Introduction to Document Processing Services
  • Licensing
  • Setup & Configuration
  • Document Processing in SharePoint
  • Content Compliance
  • File Generation using Content Assembly
  • eSignature, OCR and Image Tagging
  • Document Translation and Other Capabilities
  • LAB: Automate Contract Processing in Document Libraries

AI Builder is a user-friendly tool that allows you to easily create custom Artificial Intelligence (AI) models to automate processes, gain insights, and improve decision-making. It is designed to be accessible to users without extensive technical expertise, and integrates seamlessly with other Microsoft products like Power Apps and Power Automate. In this course, you will learn how to train and use AI models and integrate these with your own Power Apps or Power Automate flows.

Document processing services in Microsoft 365 bring AI-driven capabilities into SharePoint. Learn how to extract insights and unlock data from unstructured documents using these powerful services, replacing the older "Syntex" terminology.

This course is designed for IT professionals and business users familiar with Power Apps, Power Automate, and SharePoint—who want to enhance the Power Platform and SharePoint by incorporating AI-driven automation through AI Builder and document processing services.

Contact Us
  • Address:
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    Z.1. Researchpark 110
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    BELGIUM
  • Phone: +32 2 466 00 16
  • Email: info@u2u.be
  • Monday - Friday: 9:00 - 17:00
    Saturday - Sunday: Closed
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