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 Duration 14 hours

Course Outline

Advanced Knowledge Management Concepts within Microsoft 365

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

Constructing 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-driven insights

Customizing Knowledge Workflows with Power Automate

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

Building and Managing Collaborative Content Ecosystems

  • Leveraging Teams and OneNote for collaborative knowledge capture
  • Synchronizing SharePoint pages, Lists, and Planner boards
  • Establishing clear governance, roles, and permission structures

Maintaining and Optimizing Knowledge Systems

  • Enforcing data retention, archiving, and compliance policies
  • Conducting regular audits and metadata refinements
  • Enhancing system performance and minimizing content redundancy

Best Practices for Knowledge Management in Microsoft 365

  • Reviewing core knowledge system design principles
  • Ensuring consistency and discoverability across all content
  • Driving adoption and engagement through user experience design

Requirements

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

Audience

  • Knowledge managers responsible for building structured information repositories
  • Content strategists focused on developing interconnected knowledge systems
  • IT professionals overseeing organizational knowledge within the Microsoft 365 suite

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