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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

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