Course Outline

Advanced Knowledge Management Concepts in Microsoft 365

  • Principles of structured knowledge management
  • Designing scalable systems using SharePoint and Teams
  • Leveraging metadata, versioning, and document libraries

Building and Linking SharePoint Knowledge Repositories

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

Designing Dynamic Dashboards with Power BI

  • Integrating SharePoint and Microsoft Lists data with Power BI
  • Creating real-time dashboards for tracking 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
  • Building multi-step flows for document lifecycle management

Creating and Managing Collaborative Content Ecosystems

  • Using Teams and OneNote for collaborative knowledge capture
  • Integrating SharePoint pages, Lists, and Planner boards
  • Establishing governance, roles, and permissions

Maintaining and Optimizing Knowledge Systems

  • Implementing data retention, archiving, and compliance policies
  • Performing regular audits and metadata updates
  • Improving system performance and reducing 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 (SharePoint, Teams, and OneNote)
  • Experience in knowledge management or content strategy

Audience

  • Knowledge managers building structured information repositories
  • Content strategists developing interconnected knowledge systems
  • IT professionals managing organizational knowledge within Microsoft 365
 14 Hours

Delivery Options

Private Group Training

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  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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