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Duration 14 hours
Course Outline
Core Concepts in Advanced Microsoft 365 Knowledge Management
- Fundamental principles of structured knowledge management.
- Creating scalable systems using SharePoint and Teams.
- Effective use of metadata, versioning, and document libraries.
Developing and Connecting SharePoint Repositories
- Establishing linked SharePoint sites and document libraries.
- Utilizing metadata columns, content types, and lookup fields.
- Defining site hierarchies and enabling cross-site navigation.
Creating Dynamic Power BI Dashboards
- Connecting SharePoint and Microsoft Lists data to Power BI.
- Building real-time dashboards to monitor knowledge assets.
- Designing KPIs and visual reports for data-driven decision-making.
Tailoring Workflows with Power Automate
- Automating approval, review, and publication cycles.
- Incorporating Teams notifications and adaptive cards.
- Constructing multi-step flows for comprehensive document lifecycle management.
Building Collaborative Content Ecosystems
- Leveraging Teams and OneNote for collaborative knowledge capture.
- Integrating SharePoint pages, Lists, and Planner boards.
- Setting up governance frameworks, roles, and permissions.
System Maintenance and Optimization
- Applying data retention, archiving, and compliance policies.
- Conducting routine audits and metadata refinements.
- Enhancing system performance and minimizing content duplication.
Best Practices for Microsoft 365 Knowledge Management
- Revisiting key design principles for knowledge systems.
- Safeguarding consistency and discoverability of content.
- Promoting adoption and engagement through superior user experience design.
Requirements
- Strong working knowledge of Microsoft 365 applications, including SharePoint, Teams, and OneNote.
- Practical experience in knowledge management practices or content strategy.
Intended Audience
- Knowledge managers responsible for structuring information repositories.
- Content strategists focused on developing interconnected knowledge networks.
- IT specialists 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
The practice and trainer knowledge
