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Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

  • Core principles of structured knowledge management
  • Architecting scalable systems using SharePoint and Teams
  • Utilizing metadata, versioning, and document libraries effectively

Building and Linking SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data to Power BI
  • Building real-time dashboards for monitoring knowledge assets
  • Crafting KPIs and visual reports to drive data-informed insights

Customizing Knowledge Workflows with Power Automate

  • Automating approval, review, and publishing procedures
  • Integrating Teams notifications and adaptive cards
  • Developing multi-step flows for comprehensive document lifecycle management

Creating and Managing Collaborative Content Ecosystems

  • Leveraging Teams and OneNote for collaborative knowledge capture
  • Unifying SharePoint pages, Lists, and Planner boards
  • Setting governance structures, roles, and permission levels

Maintaining and Optimizing Knowledge Systems

  • Applying data retention, archiving, and compliance policies
  • Conducting periodic audits and metadata refreshes
  • Enhancing system performance and minimizing content duplication

Best Practices for Knowledge Management in Microsoft 365

  • Reviewing core design principles for knowledge systems
  • Maintaining consistency and discoverability across all content
  • Promoting adoption and engagement via user experience design

Requirements

  • Strong proficiency in Microsoft 365 tools, including SharePoint, Teams, and OneNote
  • Practical experience in knowledge management or content strategy

Target Audience

  • Knowledge managers creating structured information repositories
  • Content strategists developing interconnected knowledge systems
  • IT specialists overseeing organizational knowledge within the Microsoft 365 platform
 14 Hours

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