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Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

  • Principles of structured knowledge management.
  • Designing scalable systems using SharePoint and Teams.
  • Leveraging metadata, versioning, and document libraries.

Building and Linking SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Integrating SharePoint and Microsoft Lists data with Power BI.
  • Creating real-time dashboards for tracking knowledge assets.
  • Designing KPIs and visual reports for data-driven insights.

Customizing Knowledge Workflows with Power Automate

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

Creating and Managing Collaborative Content Ecosystems

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

Maintaining and Optimizing Knowledge Systems

  • Implementing data retention, archiving, and compliance policies.
  • Performing regular audits and metadata updates.
  • Improving system performance and reducing content redundancy.

Best Practices for Knowledge Management in Microsoft 365

  • Review of knowledge system design principles.
  • Ensuring consistency and discoverability across content.
  • Driving adoption and engagement through user experience design.

Summary and Next Steps

Requirements

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

Target Audience

  • Knowledge managers building structured information repositories.
  • Content strategists developing interconnected knowledge systems.
  • IT professionals managing organizational knowledge within Microsoft 365.
 14 Hours

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