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Course Outline

Advanced Knowledge Management Concepts within Microsoft 365

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

Constructing and Linking SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Integrating data from SharePoint and Microsoft Lists into Power BI
  • Creating real-time dashboards to monitor knowledge assets
  • Developing KPIs and visual reports to drive data-based insights

Tailoring Knowledge Workflows with Power Automate

  • Automating approval, review, and publishing procedures
  • Integrating Teams notifications and adaptive cards for user engagement
  • Building multi-step flows to manage the document lifecycle

Creating and Managing Collaborative Content Ecosystems

  • Using Teams and OneNote to capture collaborative knowledge
  • Integrating SharePoint pages, Lists, and Planner boards for cohesion
  • Establishing governance structures, roles, and permission sets

Maintaining and Optimizing Knowledge Systems

  • Implementing data retention, archiving, and compliance policies
  • Conducting regular audits and updating metadata records
  • Enhancing system performance and minimizing content redundancy

Best Practices for Knowledge Management in Microsoft 365

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

Requirements

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

Target Audience

  • Knowledge managers establishing structured information repositories
  • Content strategists developing interconnected knowledge ecosystems
  • IT professionals overseeing organizational knowledge within the Microsoft 365 ecosystem
 14 Hours

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