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Course Outline

Advanced Principles of Knowledge Management in Microsoft 365

  • Core principles of structured knowledge management
  • Designing scalable frameworks using SharePoint and Teams
  • Effective use of metadata, versioning, and document libraries

Constructing and Connecting SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Merging SharePoint and Microsoft Lists data into Power BI
  • Building real-time dashboards for monitoring knowledge assets
  • Crafting KPIs and visual reports to drive data-based insights

Customizing Knowledge Workflows via Power Automate

  • Automating approval, review, and publication processes
  • Integrating Teams notifications and adaptive cards
  • Creating multi-step flows for end-to-end document lifecycle management

Establishing Collaborative Content Ecosystems

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

Maintaining and Refining Knowledge Systems

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

Best Practices for Knowledge Management within Microsoft 365

  • Revisiting fundamental design principles for knowledge systems
  • Ensuring consistency and ease of discovery across all content
  • Promoting user adoption and engagement through optimized user experience

Requirements

  • Competence in utilizing Microsoft 365 tools, including SharePoint, Teams, and OneNote
  • Practical experience in knowledge management or content strategy

Intended Participants

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

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