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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
Our identity is rooted in delivering exactly what our clients need.
- 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 £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
Testimonials (4)
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - Word dla zaawansowanych
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - MS Word - poziom podstawowy
Adam was very knowledgeable and had a great layout.
Corey Reis - Lockheed Martin
Course - Advanced Slide Design in PowerPoint
some small tricks regarding image formating and templates - very useful :)
