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Course Outline

Advanced Knowledge Management Principles in Microsoft 365

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

Constructing and Connecting SharePoint Repositories

  • Establishing interconnected SharePoint sites and document libraries
  • Implementing 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 to Power BI
  • Building real-time dashboards to monitor knowledge assets
  • Formulating KPIs and visual reports for data-driven decision-making

Customizing Workflows with Power Automate

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

Building and Managing Collaborative Content Environments

  • Leveraging Teams and OneNote for effective collaborative knowledge capture
  • Synchronizing SharePoint pages, Lists, and Planner boards
  • Setting up governance structures, roles, and permissions

Sustaining and Refining Knowledge Systems

  • Applying data retention, archiving, and compliance policies
  • Conducting routine audits and metadata maintenance
  • Enhancing system performance and minimizing content duplication

Best Practices for Knowledge Management in Microsoft 365

  • Revisiting core knowledge system design principles
  • Maintaining consistency and improving content discoverability
  • Promoting adoption and engagement through effective user experience design

Requirements

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

Target Audience

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

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