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Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

  • Foundational principles of structured knowledge management
  • Architecting scalable solutions utilizing SharePoint and Teams
  • Utilizing metadata, version control, and document libraries effectively

Developing and Connecting SharePoint Knowledge Repositories

  • Constructing interconnected SharePoint sites and associated document libraries
  • Applying metadata columns, content types, and lookup fields strategically
  • Defining site hierarchies to facilitate seamless cross-site navigation

Creating Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data sources to Power BI
  • Building real-time dashboards to monitor and track knowledge assets
  • Designing KPIs and visual reports to derive data-driven insights

Tailoring Knowledge Workflows using Power Automate

  • Automating processes for approvals, reviews, and content publishing
  • Incorporating Teams notifications and adaptive cards into workflows
  • Constructing multi-step flows for comprehensive document lifecycle management

Establishing and Administering Collaborative Content Ecosystems

  • Leveraging Teams and OneNote for effective collaborative knowledge capture
  • Synthesizing SharePoint pages, Lists, and Planner boards for integrated workflows
  • Implementing robust governance structures, roles, and permission settings

Upholding and Refining Knowledge Systems

  • Enforcing data retention, archiving, and compliance policies
  • Conducting periodic audits and refreshing metadata for accuracy
  • Enhancing system performance and minimizing content redundancy

Best Practices for Knowledge Management within Microsoft 365

  • Revisiting core principles of effective knowledge system design
  • Safeguarding consistency and discoverability across all content
  • Promoting adoption and engagement through user-centric experience design

Requirements

  • Competence with Microsoft 365 applications (including SharePoint, Teams, and OneNote)
  • Background experience in knowledge management or content strategy

Intended Audience

  • Knowledge managers responsible for structuring information repositories
  • Content strategists focused on developing interconnected knowledge systems
  • IT specialists overseeing organizational knowledge assets within the Microsoft 365 platform
 14 Hours

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