Microsoft Visio Plan 2 for Business & Engineering Professionals is a course in professional diagramming with Visio Plan 2 on Microsoft 365, covering flowcharts, BPMN, network diagrams and floor plans, linking live data with Data Visualizer and Data Link, and importing AutoCAD files. It suits IT and network staff, quality and ISO teams, and plant engineers.
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.)
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).
Section 1: Getting to Know Visio Plan 2 on Microsoft 365 and Planning Its Use
Section 2: The Interface and Techniques to Draw Diagrams Many Times Faster
Section 3: Page Layout, Drawing Standards and Preparing Production-Ready Files
Section 4: Flowchart, Cross-functional Flowchart and BPMN 2.0
Section 5: Workshop 1 - Build a Process Map of Real Organizational Work
Section 6: Data Visualizer - Build Diagrams Automatically from Excel Data
Section 7: Data Link and Data Graphics - Make Diagrams Show Real Data
Section 8: Specialized IT Diagrams and System Analysis
Section 9: Scaled Drawing and Working with AutoCAD Files
Section 10: Collaboration and Integration with Microsoft 365
Section 11: Capstone Project and Setting a Visio Standard for the Organization
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
A basic flowchart shows the steps and decision points of a single process and suits short procedures. A cross-functional or swimlane flowchart splits the diagram into lanes by department or role, so you can see who owns each step and where work is handed over. BPMN 2.0 is an international standard with defined symbols such as events, tasks and gateways, suited to precise process documentation shared across teams or organisations.
Start with an Excel table holding an employee ID, name, job title and the ID of each person's manager. In Visio, choose the Data Visualizer organisation chart template, select the workbook and table, map the columns to the shape fields and let Visio build the chart. When the Excel data changes, refresh the diagram, and changes made in the diagram can be pushed back to the source table.
In the Visio desktop app, insert the DWG file as a CAD drawing and set the scale to match the original. Lock the CAD layer so it cannot be moved by accident, then place shapes from the floor plan stencils, such as walls, doors, furniture or machinery, on top. Use layers to separate information, for example electrical and machine layouts, so you can show or print only the layers you need.
It suits system and network administrators and system analysts who document architecture, quality and ISO teams who write process flows, plant engineers who draw floor plans or work with AutoCAD files, and HR or admin staff who maintain organisation charts. You should be able to use Windows and Office and understand basic Excel tables. No previous Visio experience is needed.
You will be able to draw flowcharts, swimlanes and BPMN 2.0 diagrams correctly, build network, rack, UML and database diagrams, generate organisation charts from Excel with Data Visualizer, link shapes to Excel, SharePoint or SQL Server with Data Link, create scaled floor plans from DWG files, and share work through Teams or export it to Word, PowerPoint and Power BI. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your team, with examples adapted to your own work, such as the ISO process maps, network diagrams or plant layouts your team maintains, and help setting up organisation-wide templates. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
Articles are published in Thai.
A good diagram helps a team understand a process, an organisation structure, a database or a network at a glance. Yet many people still draw diagrams line by line in PowerPoint or Excel, so changing one step means redrawing the lines, the symbols are not…
