Dynaimcs365 F&O using AI Builder Business card reader in Power App

In this article I going to show you how to implement AI builder Business card reader in  Microsoft Power Platform and save Data to D365 Fin&Ops


1.1 Login to   Microsoft Power Apps    and select Environment. 

- Create Power App from Other datasource




- Select Connection Fin & Ops Apps (Dynamics365) then select the environment



choose Table Customer 


1.2 App Designer

  -  Set Fields Property to display customer Information on BroweScreen1




1.3 Add AI Builder : Business card reader


- Business card reader component at the bottom

Set Textbox Name formula to retire value from Business card reader



1.4 Testing the App

    The name has been capture from business card to Power App. You can revise the name than save 



2.  verify data in D365 Fin&Ops . 

- Navigate to Customer Page



-New customer Record has been created.




You can modify the App to capture more information from business card ,by adding new fields for example E-mail, Phone, Job Title  and so on.


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Resume&cv document extraction using AI Form processing

 

Typically, Many Job platforms or Job website may have API for Recruiter partners to retrieve candidate Profile or related information.

However if the Recruiter receives the Resume directly via E-mail as the PDF format, What the easy way to transform document form and input to your data source?

In Power platform has AI functionality to help you extract information from standard document to Digital information.


More Information on Microsoft Doc

Microsoft Learn

Refer to my previous Topic create hiring application using Power App. In this  Article I will improve this software ability to Transform Resume PDF in to Datavers table by Integrate  AI Builder Form Processing.


There is 3 main Part

    1: Prepare Dataverse table to keep AI output. 

    2: Create And Taring AI using Form Processing Model

    3: Create Power Automate Flow to triggers AI-Builder



Part 1: Prepare Dataverse table to keep AI output. 

1.1 Login to   Microsoft Power Apps    and select Environment. 

1.2 Modify JobApplication Table by adding fields as below and save Table



  Part 2 : Create And Taring AI using from Processing Model

2.1 Build the AI using Form Processing Model

2.2 Name your AI  model




2.3  Add Information to extract

-  Select Field


- Repeat 2.3 to add follow fields ,Next

        (Name, Position, Location, Skill)







2.4 Add Collection of Document. In this example I will you first collection of Resume that generate from LinkedIn Website .



- Need at least five sample document layout for analysis and training AI



- Upload Document

2.5  Analyze document and training AI


- you have to detect the word for all document sample mapping fields to let AI know during training stage

 




2.6 Let AI Training




2.7 Test and Publish you model 


 -AI Builder >> Model select the model "ResumeExtractor"


- Quick Test


- See what AI detect the word and how much confidence score.




- If you happy with Test result then you can publish the Model to ready for next step


Part 3 : Create Power Automate Flow to triggers AI-Builder

3.1 Login to Microsoft Power Automate select same environment as previous step

3.2  Create Instant Cloud Flow


3.3 Name The Flow "ResumeExtractorFlow"and choose how trigger  "When a row is select" : Microsoft Dataverse (Legacy)







3.4 Design the flow 


- Step 1  Dataverse lagacy : When record is selected : 




- Step 2  AI-Builder : Extract Information from Forms    



- Step 3 : Dataverse : Add New Row




- Save the flow

__________________________________________________________________________


Now , Let see how to run Flow from Model Driven in Power App.



- Run the flow

- Upload Resume

- Once uploaded. Waiting flow processing for minute then Refresh the screen.
New record has been created click to check on Main Page


- The mapping fields has been capture from Resume PDF in to Dataverse Fields .you can double check the value in app compare to PDF document







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Create Simple Hiring application using Microsoft Power App (No Code) Part3

   Part3 :Create Model Driven for User Interface


We already have Dataverse Table and Business process flow. To complete the app. Now let create Model Driven App for full User Interface.



1. Login to   Microsoft Power Apps    and select Environment. 

- Create Model Driven app from Blank



- Choose classic app design
- Name Model Driven APP



2. Chose Business Process Flow Entity to Site Map 

Once you click Done. System will open new tab to Power App Design . Click Pen icon on Site Map


- Click On New Subarea


- Select  Type : Entity , Entity : JOBAPP-Flow (From Part2 Business Process Flow)



3. Select Forms to Display


- Enable form for this entity Then Save



- Now Publish the app

- Play 


3. Test the App

- List Page >> New






- Input First Stage


- Upload Resume on Second Stage




** Coming Soon apply AI builder for Form processing

-Edit Or Delete



- Filter


As you can see the final Result  is complete application without any coding. You can go back to modify Dataverse Table or Edit business process Flow.



For Example ,I  edit second stage by adding New data Step for "Available Start Date" then update


 I go to My Model Driven "JOB-APP-MODL" and Refresh the browser. At stage 2 field  "Available start Date is appear" under upload Resume.


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