Course Outline
Advanced Knowledge Management Concepts in Microsoft 365
- Fundamentals of structured knowledge management
- Designing scalable systems using SharePoint and Teams
- Utilizing metadata, versioning, and document libraries
Building and Linking SharePoint Knowledge Repositories
- Establishing interconnected SharePoint sites and document libraries
- Employing metadata columns, content types, and lookup fields
- Defining site hierarchies and cross-site navigation paths
Designing Dynamic Dashboards with Power BI
- Connecting SharePoint and Microsoft Lists data with Power BI
- Creating real-time dashboards to track knowledge assets
- Designing KPIs and visual reports for data-driven insights
Customizing Knowledge Workflows with Power Automate
- Automating approval, review, and publishing processes
- Integrating Teams notifications and adaptive cards
- Constructing multi-step flows for document lifecycle management
Creating and Managing Collaborative Content Ecosystems
- Leveraging Teams and OneNote for collaborative knowledge capture
- Integrating SharePoint pages, Lists, and Planner boards
- Establishing governance policies, roles, and permissions
Maintaining and Optimizing Knowledge Systems
- Implementing data retention, archiving, and compliance policies
- Conducting regular audits and updating metadata
- Enhancing system performance and minimizing content redundancy
Best Practices for Knowledge Management in Microsoft 365
- Review of knowledge system design principles
- Ensuring consistency and discoverability across content
- Driving adoption and engagement through user experience design
Summary and Next Steps
Requirements
- Proficiency with Microsoft 365 tools (including SharePoint, Teams, and OneNote)
- Background in knowledge management or content strategy
Target Audience
- Knowledge managers responsible for structuring information repositories
- Content strategists building interconnected knowledge systems
- IT professionals managing organizational knowledge within the Microsoft 365 ecosystem
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.
