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 Duration 14 hours

Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

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

Constructing and Interlinking SharePoint Knowledge Repositories

  • Building interconnected SharePoint sites and document libraries
  • Applying metadata columns, content types, and lookup fields
  • Setting up site hierarchies and enabling cross-site navigation

Creating Dynamic Dashboards with Power BI

  • Synchronizing SharePoint and Microsoft Lists data within Power BI
  • Building real-time dashboards to monitor knowledge assets
  • Developing KPIs and visual reports for data-driven decision making

Tailoring Knowledge Workflows with Power Automate

  • Automating approval, review, and publication cycles
  • Incorporating Teams notifications and adaptive cards
  • Constructing multi-step flows for comprehensive document lifecycle management

Cultivating Collaborative Content Ecosystems

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

Sustaining and Optimizing Knowledge Systems

  • Enacting data retention, archiving, and compliance policies
  • Conducting periodic audits and maintaining metadata accuracy
  • Enhancing system performance and minimizing content duplication

Best Practices for Knowledge Management in Microsoft 365

  • Reviewing fundamental design principles for knowledge systems
  • Ensuring consistency and ease of discovery across all content
  • Promoting adoption and engagement through optimized user experience design

Requirements

  • Working proficiency with core Microsoft 365 applications (SharePoint, Teams, and OneNote)
  • Background experience in knowledge management practices or content strategy

Target Audience

  • Knowledge managers tasked with building organized information repositories
  • Content strategists focused on developing interconnected knowledge architectures
  • IT specialists responsible for managing organizational knowledge assets within Microsoft 365

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