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 Duration 14 hours

Course Outline

Advanced Knowledge Management Principles in Microsoft 365

  • Core tenets of structured knowledge management.
  • Designing scalable systems leveraging SharePoint and Teams.
  • Utilizing metadata, version control, and document libraries effectively.

Developing and Interlinking SharePoint Knowledge Repositories

  • Establishing interconnected SharePoint sites and associated document libraries.
  • Applying metadata columns, content types, and lookup fields for organization.
  • Structuring site hierarchies and enabling cross-site navigation.

Designing Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data streams to Power BI.
  • Generating real-time dashboards to monitor knowledge assets.
  • Defining KPIs and visual reports to drive data-informed insights.

Tailoring Knowledge Workflows with Power Automate

  • Automating approval, review, and publishing cycles.
  • Incorporating Teams notifications and adaptive cards for engagement.
  • Constructing multi-step flows for end-to-end document lifecycle management.

Building and Managing Collaborative Content Ecosystems

  • Leveraging Teams and OneNote for collaborative knowledge capture.
  • Synchronizing SharePoint pages, Lists, and Planner boards.
  • Defining governance models, roles, and permission structures.

Sustaining and Optimizing Knowledge Systems

  • Enforcing data retention, archiving, and compliance standards.
  • Conducting periodic audits and refreshing metadata.
  • Enhancing system performance while minimizing content duplication.

Best Practices for Knowledge Management in Microsoft 365

  • Revisiting key principles of knowledge system architecture.
  • Ensuring consistency and ease of discovery across all content.
  • Driving user adoption and engagement through refined experience design.

Requirements

  • Strong proficiency in core Microsoft 365 applications, including SharePoint, Teams, and OneNote.
  • Practical experience in knowledge management strategies or content planning.

Target Audience

  • Knowledge managers tasked with structuring comprehensive information repositories.
  • Content strategists focused on developing interconnected knowledge ecosystems.
  • IT specialists responsible for overseeing organizational knowledge assets within Microsoft 365.

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