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Course Outline

Advanced Knowledge Management Principles in Microsoft 365

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

Constructing and Connecting SharePoint Knowledge Hubs

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

Crafting Dynamic Dashboards with Power BI

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

Customizing Knowledge Workflows via Power Automate

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

Building and Governing Collaborative Content Environments

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

Sustaining and Optimizing Knowledge Frameworks

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

Best Practices for Knowledge Management in Microsoft 365

  • Reviewing fundamental principles of knowledge system architecture
  • Ensuring consistency and discoverability across content platforms
  • Promoting adoption and engagement through user-centric design

Requirements

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

Target Audience

  • Knowledge managers responsible for establishing structured information repositories
  • Content strategists focused on building interconnected knowledge architectures
  • IT professionals overseeing organizational knowledge assets within Microsoft 365
 14 Hours

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