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 Duration 14 hours

Course Outline

Advanced Knowledge Management Principles in Microsoft 365

  • Core principles of structured knowledge management
  • Architecting scalable solutions using SharePoint and Teams
  • Utilizing metadata, version control, and document libraries effectively

Constructing and Connecting SharePoint Knowledge Hubs

  • Developing interlinked SharePoint sites and document repositories
  • Applying metadata columns, content types, and lookup fields
  • Defining site hierarchies and enabling cross-site navigation

Creating Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data sources to Power BI
  • Building real-time dashboards to monitor knowledge assets
  • Designing KPIs and visual reports for data-informed decision making

Tailoring Knowledge Workflows with Power Automate

  • Streamlining approval, review, and publishing processes
  • Incorporating Teams notifications and adaptive cards
  • Configuring multi-step flows for document lifecycle management

Establishing and Governing Collaborative Content Environments

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

Sustaining and Refining Knowledge Systems

  • Enforcing data retention, archiving, and compliance standards
  • Conducting periodic audits and updating metadata
  • Enhancing system performance and minimizing content duplication

Optimal Strategies for Knowledge Management in Microsoft 365

  • Revisiting key knowledge system design methodologies
  • Safeguarding consistency and ease of discovery across all content
  • Promoting adoption and user engagement through thoughtful UX design

Requirements

  • Strong proficiency in Microsoft 365 applications (SharePoint, Teams, and OneNote)
  • Background in knowledge management or content strategy

Target Audience

  • Knowledge managers responsible for building organized information repositories
  • Content strategists focused on developing interconnected knowledge structures
  • IT specialists overseeing organizational knowledge within the Microsoft 365 platform

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