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 Duration 14 hours

Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

  • Core principles of structured knowledge management.
  • Architecting scalable systems using SharePoint and Teams.
  • Utilizing metadata, versioning, and document libraries for organization.

Creating and Linking SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Synchronizing SharePoint and Microsoft Lists data with Power BI.
  • Building 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.
  • Constructing multi-step flows for comprehensive document lifecycle management.

Establishing Collaborative Content Ecosystems

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

Maintaining and Optimizing Knowledge Systems

  • Enforcing data retention, archiving, and compliance policies.
  • Conducting periodic audits and metadata refinement.
  • Enhancing system performance and minimizing content redundancy.

Best Practices for Knowledge Management in Microsoft 365

  • Revisiting key design principles for knowledge systems.
  • Safeguarding consistency and discoverability across all content.
  • Promoting adoption and engagement through intuitive user experience design.

Requirements

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

Target Audience

  • Knowledge managers focused on building structured information repositories.
  • Content strategists designing interconnected knowledge ecosystems.
  • IT professionals responsible for managing organizational knowledge within the Microsoft 365 platform.

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