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 Duration 14 hours

Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

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

Building and Linking SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data to Power BI
  • Creating real-time dashboards to track knowledge assets
  • Developing KPIs and visual reports for data-driven insights

Customizing 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

Creating and Managing Collaborative Content Ecosystems

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

Maintaining and Optimizing Knowledge Systems

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

Best Practices for Knowledge Management in Microsoft 365

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

Requirements

  • Proficiency with Microsoft 365 tools (SharePoint, Teams, and OneNote)
  • Background in knowledge management or content strategy

Target Audience

  • Knowledge managers creating structured information repositories
  • Content strategists developing interconnected knowledge systems
  • IT professionals overseeing organizational knowledge within Microsoft 365

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