GM Dynamics Consulting

Let’s add an auto number field for the contact ID for which select/enter the required field information (Display name, Data type, Auto number Type, Format) as shown below

Let’s add another field type to upload file as shown below

These models are broadly classified 4 types based on operation –

Documents Type

This contains all the models which deals with documents

Prebuild Models
Invoice Processing	Extract information from invoices
Text Recognition	Extract all the text in photos and PDF documents (OCR)
Receipt Processing	Extract information from receipts
Identity Document Reader	Extract information from identity documents
Business Card Reader	Extract information from Business Cards
Custom Models
Document Processing	Extract custom information from documents

Document Type Models

Text Type

This contains all the models which deals with text analysis

Prebuild Models
Sentiment Analysis	Detect Positive, Negative, or neutral sentiment in text data
Category classification	Classify customer feedback into predefined categories
Entity Extraction	Extract key elements from text, and classifies them into predefined categories
Key Phrase Extraction	Extract most relevant words and phrases from text
Language Detection	Detect the predominant language of a text document
Text translation	Detect and translate more than 90 supported languages
Azure Open AI Service	Create text, answer questions, summarize documents and more with GPT
Custom Models
Category Classification	Classify texts into custom categories
Entity Extraction	Extract custom entities from your text

Structured Data

This contains model which deals with structure of data

Custom Models
Prediction	Predict future outcomes from historical data

Images

This contains models which deals with images

Prebuild Models
Text recognition	Extract all the text in photos and PDF documents (OCR)
Custom Models
Object Detection	Detect custom objects in images

Each model will pass through below 4 phases in sequence –

• Build
• Train
• Manage
• Publish

Build Model

To build a model using AI builder has below prerequisite –

• AI builder requires Microsoft Dataverse storage to store and manage business data
• AI builder must be enabled for the environment

Train Model

Before using AI builder models, you need to train the models. More the training of the model with different samples the confidence or accuracy will be more. So, training is a vital activity in AI automation.

Training takes some time in AI builder based on the level of difficulty so once the model is trained first time, you have access to details page where you can manage the model and you can see performance score of the models.

On the details page, training results appear in the last trained version section.

Manage Model

Optimising an AI model is an iterative process whose results can vary depending on the configurations you set and the training data you provide. Updating these factors can affect the performance of your model.

After model is trained a performance score will appear for each trained version so accordingly you can improve the model by adjusting the factors affecting the model.

After evaluation of model, you can check whether your model is perfectly fit, Underfit or Overfit

Underfit – This occurs when your model is not able to perform which is less than the expectation, in this case you need to train your model with more relevant information

Overfit – This occurs when your model gives accurate prediction for training data but not for new data, in this case you need to adjust relevant parameters and retrain the model

If your model is already once published, you will see one Published version and one Last Trained version which is not published yet after retraining. You can choose which one you want to use as final version to use and publish accordingly.

Publish Model

After the model is trained successfully you can publish to make it available. All users in your current environment will be able to use your published model when you publish it.

Process Mining	Task Mining
Process mining is to discover inefficiencies in organisation-wide processes	Task mining is to discover tasks happening on the desktop
It enables you to gain a deep understanding of your processes using event log files by system of recording. Process mining displays process map with data and parameters to recognize performance issues.	It provides insight by recording and collecting user action data to know how processes are performed, find common mistakes while performing tasks, and identify tasks that can be automated.
Process-oriented	User-oriented
See the actual steps needed to perform your organization’s operation process and remove any guesswork.	Understand what employees do while performing each task on their desktops.
Save time and money by optimizing processes	Identify and eliminate unnecessary actions in process tasks.
Detect noncompliant processes and/or tasks	Identify the most common actions through user interactions.
Discover automation opportunities	Automate tasks that would accelerate processes and reduce human errors

Process mining in process advisor is a valuable tool for businesses seeking to improve their operational efficiency and make decisions.

Benefits of process mining can be classified as below –

• Improve operational efficiency
• Enhance customer experience
• Optimise resources
• Ensure Compliance

Task mining in process advisor helps to capture detailed steps for tasks performed on users’ desktop. Task mining has below components –

• Prepare Processes and recording
• Analyse processes
• Visualize processes
• Identify automation recommendations
• Share processes

You can assign BPF based on security role by using Edit Security Role feature as shown below

Now Case has 2 business process flow so you can select the order of BPF using order process flow button.

You can rename the BPF by expanding the workflow as shown below

Then click on validate and activate the flow as shown below

Once the BPF is activated you will see the deactivate button in replacement for activate button

Then add the new business process flow to app as shown below

Then save and publish so that changes will take effect.

Then navigate to case form it displays the out of the box phone to case process.

Then click on process and then switch process as shown below

Dialog will pop up both the flows to switch as shown below

Click Ok to switch the BPF and second BPF will display

You can execute power automate flow from BPF by adding a flow step as shown below

Then fill up required information including name and flow name in current case it’s approval flow as shown

You can execute workflow from BPF by adding a workflow step as shown below

As per current use case I am triggering SMS through workflow which should be on demand in nature.

After BPF is ready click on save and validate as shown below and then click on activate button.