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Training: Implement AI models with Microsoft Power Platform AI Builder (PL-7004)

Ref. PL-7004
Duration:
1
 jour
Exam:
Non certifiant
Level:
Intermédiaire

Implement AI models with Microsoft Power Platform AI Builder (PL-7004) Training

Implement artificial intelligence without coding using Microsoft Power Platform

Mastering artificial intelligence is no longer reserved for data science experts. With AI Builder, integrated into Microsoft Power Platform, you can create intelligent solutions directly within your applications and automations. This training guides you step-by-step to harness AI models without writing a single line of code.

You will learn how to automate document processing, leverage text recognition, and build intelligent workflows with Power Automate. You’ll also see how to integrate AI models into your Power Apps to enhance user experience and streamline business processes.

A practical and accessible approach to enterprise AI

By following this training, you will learn how to fully leverage the power of AI Builder within the Microsoft ecosystem. You’ll be able to transform manual processes into intelligent automated workflows. Most importantly, you’ll bring real added value to your projects with AI solutions that are simple to implement.

Participant Profiles

  • Power Platform Developer
  • Business Consultant
  • Digital Project Manager
  • Process Automation Specialist

Objectives

  • Create conversational agents using Microsoft Copilot Studio
  • Design topics with trigger phrases and conversation flows
  • Connect agents to knowledge sources for generative AI responses
  • Integrate agents with Power Automate for automated actions
  • Publish agents to Microsoft Teams and web channels
  • Monitor agent performance and improve based on analytics

Prerequisites

  • Understand the fundamentals of Microsoft Power Platform
  • Know how to use Power Apps and Power Automate at a basic level
  • Understand business challenges related to process automation

Course Content

Module 1: Automate document processing with the pre-packaged AI Builder solution

  • Introduction to AI Builder document automation
  • Install the document automation starter kit
  • Configure the document automation starter kit
  • Monitor and review processed documents using the kit

Module 2: Process custom documents with AI Builder

  • Introduction to document processing
  • Create your first model
  • Use your model

Module 3: Use AI Builder models in Power Apps

  • Create a custom model
  • Add a prebuilt model component to a model-driven app
  • Add a prebuilt model component to a canvas app
  • Add a custom model component to a canvas app

Module 4: Recognize text with AI Builder

  • Introduction to AI Builder text recognition
  • Business problems solved with text recognition
  • Create a Power Automate flow using text recognition
  • Create a Power Apps app using text recognition

Module 5: Get started with AI Builder prediction

  • Solve business problems using prediction models
  • Create a prediction model and use it in a model-driven app

Module 6: Guided project – Create a document processing model and an approval email

  • Prepare the project
  • Create the invoice processing model
  • Create an approval email using the model

Documentation

  • Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

  • This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

AI Agents for the Power Platform Ecosystem

Microsoft Copilot Studio brings AI agent capabilities to the Power Platform, enabling you to create intelligent conversational assistants that automate customer service, internal helpdesk, and business processes. The PL-7004 training at ITTA is a focused one-day course that teaches you to build, deploy, and manage agents within the Power Platform context. Our MCT-certified trainers at Geneva and Lausanne provide hands-on guidance that results in a working agent by end of day.

This course is designed for Power Platform users who want to add conversational AI to their solution toolkit. If you are already building apps with Power Apps or automating processes with Power Automate, Copilot Studio agents complement these skills perfectly by providing a natural language interface for your solutions. The combination of conversational AI with low-code application development and process automation creates powerful end-to-end solutions that transform how organizations interact with their systems and data.

Agent Creation and Topic Design

The training begins with creating your first agent in Copilot Studio. You will define the agent’s purpose, personality, and scope, establishing the foundation for effective conversational experiences. The visual topic designer lets you create conversation flows that handle user intents, ask clarifying questions, and provide helpful responses without writing code.

Topic design is where your agent’s intelligence is defined. You will learn to create topics with appropriate trigger phrases, design branching conversation flows, manage variables to maintain context, and implement entity extraction to understand user inputs. Our trainers share topic design patterns that handle common scenarios like FAQ responses, form-guided data collection, and service request routing.

Knowledge Sources and Generative AI

Copilot Studio’s generative AI capabilities allow your agent to answer questions beyond predefined topics by drawing on knowledge sources. You will configure knowledge from SharePoint sites, uploaded documents, and public websites, enabling your agent to provide informed responses to a wide range of questions. The training covers content optimization for retrieval, response quality management, and the balance between authored topics and generative answers.

You will experiment with generative AI settings to find the right balance for your use case. Some scenarios require strict, authored responses for accuracy, while others benefit from the flexibility of generative answers. Understanding when and how to use each approach is a key skill that this training develops through practical experimentation.

Power Automate Integration and Actions

Agents become truly powerful when they can perform actions, not just answer questions. Through Power Automate integration, your agents can create records, send emails, update databases, and trigger business processes based on conversation outcomes. You will learn to connect cloud flows to agent topics, pass data between conversations and flows, and handle asynchronous operations gracefully.

Practical labs include building an agent that creates support tickets, looks up order status, schedules appointments, and sends confirmations. These action-oriented scenarios demonstrate the full potential of combining conversational AI with business process automation, a combination that delivers significant value for organizations across French-speaking Switzerland. By connecting your agent to existing Power Automate flows, you can leverage automations you have already built, maximizing the return on your existing Power Platform investment.

Deployment, Analytics, and Continuous Improvement

Publishing your agent to the right channels ensures users can access it where they work. You will deploy agents to Microsoft Teams for internal use and web channels for external-facing scenarios. The training covers channel-specific configuration, authentication settings, and branding customization that ensure your agent presents professionally across all deployment channels.

Analytics are essential for continuous improvement. You will learn to use the Copilot Studio analytics dashboard to understand session volumes, topic completion rates, customer satisfaction scores, and escalation patterns. These insights guide your optimization efforts, helping you identify topics that need improvement, questions that need new topics, and opportunities to expand your agent’s capabilities. Our trainers demonstrate how to establish a regular review cadence that keeps your agent aligned with evolving user needs and organizational priorities.

Frequently Asked Questions

How does PL-7004 differ from MS-4010?

Both courses cover Copilot Studio, but PL-7004 is positioned within the Power Platform learning path and emphasizes integration with Power Apps and Power Automate. MS-4010 focuses on Copilot Studio within the Microsoft 365 context. Content overlap exists, but the perspective and integration focus differ.

Do I need Power Platform experience?

Basic familiarity with Microsoft 365 is sufficient. Prior Power Automate experience is helpful for the integration modules but not required.

Can I build a multilingual agent?

Yes, Copilot Studio supports multiple languages. You can create agents that respond in French, English, German, and other languages, ideal for Swiss organizations serving diverse language communities.

What types of agents can I build?

Common agent types include IT helpdesk assistants, HR FAQ bots, customer service agents, onboarding guides, and process-specific assistants for tasks like expense submission or leave requests.

Is this available virtually?

Yes, ITTA offers both in-person (Geneva and Lausanne) and virtual classroom formats.

Prix de l'inscription
CHF 850.-
Inclus dans ce cours
  • Training provided by a certified trainer
  • 180 days of access to Official Microsoft Labs
  • Official documentation in digital format
  • Official Microsoft achievement badge
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ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00

Contact-us

ITTA
Route des jeunes 35
1227 Carouge, Suisse

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Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

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