Microsoft Tools · MIC-73

Microsoft Visio Plan 2 for Business & Engineering Professionals

12 hours 2 days

Last updated 25 Sep 2026

Microsoft Visio Plan 2 for Business & Engineering Professionals

Modern organizations must communicate complex matters and reach a shared understanding in a very short time - whether it is a cross-functional process, a…

Training schedule

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Modern organizations must communicate complex matters and reach a shared understanding in a very short time - whether it is a cross-functional process, a network topology, an organization chart or a factory floor plan. Relying on text alone often leads to misunderstanding, delays and poor traceability. Microsoft Visio is the standard tool organizations worldwide use to turn complex ideas into pictures that are instantly understandable. This course is designed specifically for Visio Plan 2 on Microsoft 365, the top-tier package that includes both the continuously updated desktop app (installable on up to 5 devices) and Visio for the web, with capabilities not found in Visio Plan

1 - such as Data Visualizer for building diagrams automatically from Excel data, linking shapes to external data sources (Data Link), exporting to Word, creating slide snippets for PowerPoint, embedding diagrams in Power BI dashboards, and importing AutoCAD (DWG) files. The content is balanced across three areas: drawing diagrams correctly and quickly, connecting diagrams to real data (data-linked diagrams), and collaborating on Microsoft 365, with workshops covering IT, Process/QA/ISO and engineering/factory work so every discipline can practice on tasks that match their own job. (In-house hands-on training, 2 days, 6 hours per day, 12 hours in total, 40% lecture and 60% practice.)

Objectives

Understand the capabilities and differences of each Visio package and use Visio Plan 2 to its full potential
Use the interface, stencil templates and core tools fluently, and draw diagrams with correct layout that are easy to read and consistent across the organization
Create flowcharts, cross-functional flowcharts (swimlane) and BPMN 2.0 diagrams for process and quality work
Create technical diagrams such as Network Diagram, Rack Diagram, UML 2.5 and database models (Database Model / ERD)
Build organization charts and process diagrams automatically from Excel tables with Data Visualizer, with two-way sync
Link shapes to external data sources (Excel, SharePoint, SQL Server) with Data Link and display them with Data Graphics
Produce scaled drawings and floor plans, and import AutoCAD (DWG) files to build upon
Collaborate in real time through Visio for the web, Microsoft Teams, OneDrive and SharePoint, and export to Word, PowerPoint, PDF and Power BI
Protect sensitive data with Sensitivity Labels and set an organizational Visio standard, including personal stencil templates and document version control

Who this course is for

IT / Network / System: system and network administrators, software developers, system analysts and solution architects who document system architecture
Process / QA / ISO: quality-system officers, authors of work instructions and process flows, and those responsible for ISO-standard work
Engineering / Factory: engineers and technicians who create floor plans, machine layouts and electrical diagrams, or work with AutoCAD drawings
Management & Office: department managers, HR and administrative staff who build organization charts, timelines and visual presentations
Anyone whose organization has purchased Visio Plan 2 licenses and wants to get full value from the investment

Prerequisites

Able to use a computer on Windows at a basic level
Some experience with Microsoft Office (Word, Excel, PowerPoint) and a basic understanding of Excel tables (rows, columns, headers)
Able to use the internet and a web browser
No prior Visio experience required - Day 1 builds the fundamentals systematically

Curriculum

Course Details

An in-house hands-on workshop, 2 days, 6 hours per day (12 hours in total), 40% lecture and 60% practice, using Visio Plan 2 (Microsoft 365) with both the latest Visio Desktop App and Visio for the web. The course accommodates mixed-level learners: Day 1 builds the fundamentals systematically with shortcut techniques for existing users, and Day 2 covers applied content rarely found in general Visio courses, with workshops spanning IT, Process/QA/ISO and engineering/factory work (recommended up to 20 people per class).

Day 1: Visio Plan 2 Fundamentals, Professional Diagramming and Process Mapping

Section 1: Getting to Know Visio Plan 2 on Microsoft 365 and Planning Its Use

What Visio is and the problems it solves for organizations
Comparing packages: Visio in Microsoft 365, Visio Plan 1, Visio Plan 2, Visio Standard 2024 and Visio Professional 2024
Plan 2-only features: Data Visualizer, Data Link, export to Word, Slide Snippet, Visio Visual in Power BI and DWG import
The difference between the Visio Desktop App and Visio for the web, licensing (install on 5 devices) and the library of over 250,000 ready-made shapes

Section 2: The Interface and Techniques to Draw Diagrams Many Times Faster

The workspace: Ribbon, Shapes Window, Drawing Page and Task Panes, and choosing the right template for the job
Shapes and stencils: finding shapes, opening additional stencils and creating favorites
Speed techniques: AutoConnect, Quick Shapes, continuous drag-and-drop and essential shortcuts
Managing connectors (Dynamic Connector, Connection Points, Glue), layout with Align, Distribute, Snap & Glue, and formatting with Themes, Variants and Format Painter
Handling Thai fonts correctly, and using Containers and Callouts

Section 3: Page Layout, Drawing Standards and Preparing Production-Ready Files

Page setup, working with multiple pages and linking with hyperlinks
Background Pages, Borders & Titles and Layers for headers, logos and controlling the display/printing of each data layer
Shape Data to annotate shapes, and creating Reports summarized as tables
Exporting to PDF, PNG, JPG, SVG and saving organization templates (.vstx) and personal stencils (.vssx)
Mini workshop: build a standard organization header template with logo and document frame

Section 4: Flowchart, Cross-functional Flowchart and BPMN 2.0

Principles of good process mapping, the meaning of standard symbols and common mistakes
Building Basic and Cross-functional Flowcharts (swimlane), dividing lanes by function, adding phases and using subprocesses
Using the BPMN 2.0 template: Event, Activity, Gateway, Pool and Lane
Checking with Diagram Validation and applying process flows as ISO quality-system documents and work instructions

Section 5: Workshop 1 - Build a Process Map of Real Organizational Work

Choose a real process from your own unit, such as purchase approval, IT incident intake or quality inspection
Analyze and scope it, identify stakeholders, then build a cross-functional flowchart with decisions and subprocesses
Format it with the theme and header template you created, validate with Diagram Validation and export to PDF
Give a short presentation and receive feedback from the instructor and peers

Day 2: Data-Linked Diagrams, Specialized Work and Collaboration on Microsoft 365

Section 6: Data Visualizer - Build Diagrams Automatically from Excel Data

The Data Visualizer concept and why it saves enormous time for processes with dozens of steps
The Excel table structure required: Process Step ID, Description, Next Step ID, Connector Label and Function/Phase
Building diagrams from Data Visualizer templates: Basic Flowchart, Cross-functional Flowchart and Audit Diagram
Two-way sync - edit in Excel and refresh into Visio, edit in Visio and update back to Excel - and fixing common issues
Workshop: turn an Excel step table into a cross-functional flowchart in minutes, then edit and sync back

Section 7: Data Link and Data Graphics - Make Diagrams Show Real Data

The difference between Data Visualizer and Data Link, and connecting to Excel, SharePoint List, SQL Server and OLEDB/ODBC
Using the External Data Window, linking data automatically and manually, and setting a unique identifier
Data Graphics: Text Callout, Data Bar, Icon Set and Color by Value to communicate status instantly, plus building a legend
Refreshing data and auto-refresh, plus a workshop: link an Excel equipment register to a diagram and show status with Data Graphics

Section 8: Specialized IT Diagrams and System Analysis

Network Diagram and Rack Diagram: topology, arranging devices by U and adding IP/Hostname via Shape Data
Cloud architecture diagrams and UML 2.5 (Use Case, Class, Sequence, Activity Diagram)
Database Model Diagram (ERD): tables, relationships, primary/foreign keys and schema documentation
Organization Chart from Excel employee data with the Org Chart Wizard, plus Timeline and Gantt Chart

Section 9: Scaled Drawing and Working with AutoCAD Files

The Scaled Drawing concept, setting the drawing scale and units, and building floor plans with dimension lines
An overview of engineering templates such as electrical diagrams, P&ID and production process diagrams
Importing AutoCAD (DWG) files into Visio (up to DWG 2013), setting scale and placing smart shapes over the drawing
Workshop: import a floor plan, place equipment and attach Shape Data for maintenance work

Section 10: Collaboration and Integration with Microsoft 365

Storing files on OneDrive for Business and SharePoint Online, and using Visio for the web
Real-time co-authoring, shape-level Comments and working with Visio files in Microsoft Teams
Export to Word, create Slide Snippets for PowerPoint, and embed diagrams in Power BI with Visio Visual
Security and governance: Sensitivity Label, IRM, Version History, GDPR/PDPA considerations and the Accessibility Checker

Section 11: Capstone Project and Setting a Visio Standard for the Organization

Build a complete set of diagram documents for your own unit, choosing a task by discipline (IT: network diagram + Data Link, Process/QA: cross-functional flowchart from Data Visualizer, engineering: scaled layout plan)
Use the standard templates and stencils built on Day 1, store on OneDrive or SharePoint and open it for teammates to comment
Export to PDF, create a presentation with Slide Snippet and present the work together
Guidelines for standardizing Visio in the organization: file naming, folder structure, version control and appointing a central template owner

Frequently asked questions

Who is Microsoft Visio Plan 2 for Business & Engineering Professionals for, and what background is needed?

Built for IT / Network / System: system and network administrators, software developers, system analysts and solution architects who document system architecture · Process / QA / ISO: quality-system officers, authors of work instructions and process flows, and those responsible for ISO-standard work · Engineering / Factory: engineers and technicians who create floor plans, machine layouts and electrical diagrams, or work with AutoCAD drawings Background you should have: Able to use a computer on Windows at a basic level · Some experience with Microsoft Office (Word, Excel, PowerPoint) and a basic understanding of Excel tables (rows, columns, headers) Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does Microsoft Visio Plan 2 for Business & Engineering Professionals cost and how long does it run?

THB 5,900 (currently THB 5,310 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.