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 Duration 14 hours

Course Outline

Advanced Knowledge Management Principles in Microsoft 365

  • Core principles of structured knowledge management.
  • Designing scalable systems utilizing SharePoint and Teams.
  • Effective use of metadata, versioning, and document libraries.

Constructing and Connecting SharePoint Knowledge Repositories

  • Establishing interconnected SharePoint sites and document libraries.
  • Implementing metadata columns, content types, and lookup fields.
  • Defining site hierarchies and enabling cross-site navigation.

Creating Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data to Power BI.
  • Building real-time dashboards to monitor knowledge assets.
  • Developing KPIs and visual reports for data-driven insights.

Customizing Knowledge Workflows with Power Automate

  • Automating approval, review, and publishing processes.
  • Incorporating Teams notifications and adaptive cards.
  • Designing multi-step flows for comprehensive document lifecycle management.

Building and Managing Collaborative Content Ecosystems

  • Leveraging Teams and OneNote for collaborative knowledge capture.
  • Integrating SharePoint pages, Lists, and Planner boards.
  • Establishing clear governance, roles, and permissions.

Maintaining and Optimizing Knowledge Systems

  • Implementing data retention, archiving, and compliance policies.
  • Conducting regular audits and updating metadata.
  • Enhancing system performance and minimizing content redundancy.

Best Practices for Knowledge Management in Microsoft 365

  • Reviewing key knowledge system design principles.
  • Ensuring consistency and discoverability across all content.
  • Driving adoption and engagement through effective user experience design.

Requirements

  • Proficiency in utilizing Microsoft 365 tools, including SharePoint, Teams, and OneNote.
  • Practical experience in knowledge management or content strategy.

Target Audience

  • Knowledge managers responsible for building structured information repositories.
  • Content strategists focused on developing interconnected knowledge systems.
  • IT professionals overseeing organizational knowledge within the Microsoft 365 landscape.

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