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Duration 14 hours
Course Outline
Advanced Knowledge Management Principles in Microsoft 365
- Core tenets of structured knowledge management.
- Architecting scalable systems using SharePoint and Teams.
- Utilizing metadata, version control, and document libraries.
Constructing and Connecting SharePoint Knowledge Repositories
- Developing linked SharePoint sites and document libraries.
- Applying metadata columns, content types, and lookup fields.
- Setting up site hierarchies and cross-site navigation paths.
Designing Dynamic Dashboards Using Power BI
- Connecting data from SharePoint and Microsoft Lists to Power BI.
- Building real-time dashboards to monitor knowledge assets.
- Creating KPIs and visual reports to drive data-informed decisions.
Tailoring Knowledge Workflows with Power Automate
- Automating approval, review, and publishing procedures.
- Incorporating Teams notifications and adaptive cards.
- Designing multi-step flows for comprehensive document lifecycle management.
Establishing and Governing Collaborative Content Ecosystems
- Leveraging Teams and OneNote for collaborative knowledge capture.
- Integrating SharePoint pages, Lists, and Planner boards.
- Defining governance structures, roles, and permission levels.
Sustaining and Optimizing Knowledge Systems
- Enforcing data retention, archiving, and compliance policies.
- Conducting periodic audits and metadata refreshes.
- Enhancing system performance and minimizing content duplication.
Best Practices for Knowledge Management in Microsoft 365
- Reviewing fundamental principles of knowledge system design.
- Ensuring consistency and ease of discovery across all content.
- Promoting adoption and engagement through refined user experience design.
Requirements
- Proficiency in Microsoft 365 applications, specifically SharePoint, Teams, and OneNote.
- Background experience in knowledge management or content strategy.
Target Audience
- Knowledge managers responsible for creating organized information repositories.
- Content strategists tasked with developing integrated knowledge systems.
- IT professionals overseeing organizational knowledge assets within the Microsoft 365 platform.
Testimonials (2)
well-prepared training, interesting topics
Maciek Boiski - Instytut Energetyki - Panstwowy Instytut Badawczy
Course - Microsoft Office Excel - poziom podstawowy
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
