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Duration 14 hours
Course Outline
Advanced Knowledge Management Concepts in Microsoft 365
- Core principles of structured knowledge management
- Designing scalable systems leveraging SharePoint and Teams
- Utilizing metadata, versioning, and document libraries effectively
Building and Linking SharePoint Knowledge Repositories
- Creating interconnected SharePoint sites and document libraries
- Implementing metadata columns, content types, and lookup fields
- Defining site hierarchies and establishing cross-site navigation
Designing Dynamic Dashboards with Power BI
- Connecting SharePoint and Microsoft Lists data streams to Power BI
- Building real-time dashboards for monitoring knowledge assets
- Defining KPIs and visual reports to enable data-driven insights
Customizing Knowledge Workflows with Power Automate
- Automating approval, review, and publishing procedures
- Integrating Teams notifications and adaptive cards for engagement
- Constructing multi-step flows to manage document lifecycles
Creating and Managing Collaborative Content Ecosystems
- Leveraging Teams and OneNote for collaborative knowledge capture
- Synchronizing SharePoint pages, Lists, and Planner boards
- Establishing governance frameworks, roles, and permission sets
Maintaining and Optimizing Knowledge Systems
- Applying data retention, archiving, and compliance policies
- Conducting regular audits and metadata refinements
- Enhancing system performance while minimizing content redundancy
Best Practices for Knowledge Management in Microsoft 365
- Reviewing fundamental knowledge system design principles
- Safeguarding consistency and discoverability across all content
- Driving user adoption and engagement through strategic UX design
Requirements
- Proficiency with Microsoft 365 tools (SharePoint, Teams, and OneNote)
- Experience in knowledge management or content strategy
Audience
- Knowledge managers building structured information repositories
- Content strategists developing interconnected knowledge systems
- IT professionals managing organizational knowledge within Microsoft 365
Testimonials (2)
well-prepared training, interesting topics
Maciek Boiski - Instytut Energetyki - Panstwowy Instytut Badawczy
Course - Microsoft Office Excel - poziom podstawowy
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.