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Course Outline

Advanced Knowledge Management Strategies in Microsoft 365

  • Fundamentals of organized knowledge management frameworks
  • Architecting scalable solutions utilizing SharePoint and Teams
  • Utilizing metadata, version control, and document libraries for effective information governance

Constructing and Connecting SharePoint Knowledge Repositories

  • Developing linked SharePoint sites and associated document libraries
  • Implementing metadata columns, content types, and lookup fields for data integrity
  • Defining site hierarchies and cross-site navigation pathways

Developing Dynamic Dashboards via Power BI

  • Integrating data from SharePoint and Microsoft Lists with Power BI
  • Generating real-time dashboards to monitor knowledge assets
  • Designing key performance indicators (KPIs) and visual reports to support evidence-based decision-making for government agencies

Customizing Knowledge Workflows with Power Automate

  • Automating approval, review, and publication processes
  • Connecting Teams notifications and adaptive cards to streamline communication
  • Developing multi-step workflows for comprehensive document lifecycle management

Establishing Collaborative Content Ecosystems

  • Leveraging Teams and OneNote to facilitate collaborative knowledge capture
  • Integrating SharePoint pages, Lists, and Planner boards to consolidate workflows
  • Defining governance structures, roles, and access permissions

Sustaining and Optimizing Knowledge Management Systems

  • Enforcing data retention, archiving, and regulatory compliance policies
  • Conducting regular system audits and updating metadata standards
  • Enhancing system performance and minimizing content duplication

Best Practices for Knowledge Management in Microsoft 365

  • Review of core principles governing knowledge system architecture
  • Ensuring consistency and discoverability across all content repositories
  • Promoting adoption and user engagement through intentional experience design

Summary and Next Steps

Requirements

  • Demonstrated competence with Microsoft 365 applications, including SharePoint, Teams, and OneNote.
  • Relevant background in knowledge management or content strategy initiatives.

Audience

  • Knowledge managers responsible for constructing structured information repositories.
  • Content strategists focused on establishing interconnected knowledge frameworks.
  • Information technology professionals overseeing organizational knowledge assets within the Microsoft 365 environment for government agencies.
 14 Hours

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