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 Duration 14 hours

Course Outline

Advanced Knowledge Management Principles in Microsoft 365

  • Core principles underpinning structured knowledge management.
  • Strategies for designing scalable systems utilizing SharePoint and Teams.
  • Effective use of metadata, versioning, and document libraries.

Constructing and Connecting SharePoint Knowledge Repositories

  • Developing interconnected SharePoint sites and integrated document libraries.
  • Utilizing metadata columns, content types, and lookup fields for data organization.
  • Establishing logical site hierarchies and enabling seamless cross-site navigation.

Designing Dynamic Dashboards with Power BI

  • Connecting SharePoint and Microsoft Lists data streams to Power BI.
  • Creating real-time dashboards to monitor and track knowledge assets.
  • Defining KPIs and designing visual reports to drive data-based insights.

Tailoring Knowledge Workflows with Power Automate

  • Automating approval, review, and publishing processes for efficiency.
  • Integrating Teams notifications and adaptive cards for real-time updates.
  • Constructing multi-step flows to manage the entire document lifecycle.

Developing and Managing Collaborative Content Ecosystems

  • Leveraging Teams and OneNote for effective collaborative knowledge capture.
  • Integrating SharePoint pages, Lists, and Planner boards for cohesive workflow.
  • Establishing clear governance structures, roles, and permission sets.

Maintenance and Optimization of Knowledge Systems

  • Implementing data retention, archiving, and compliance strategies.
  • Conducting regular audits and updating metadata for accuracy.
  • Enhancing system performance while minimizing content redundancy.

Best Practices for Knowledge Management within Microsoft 365

  • Revisiting fundamental knowledge system design principles.
  • Safeguarding consistency and discoverability across all content sources.
  • Promoting user adoption and engagement through intuitive experience design.

Requirements

  • Demonstrated proficiency with core Microsoft 365 applications (SharePoint, Teams, and OneNote).
  • Prior experience in knowledge management frameworks or content strategy development.

Target Audience

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

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