Automation & Customization

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Automation & Customization

This course is part of Microsoft Visio Workflow Design and Automation Professional Certificate

Instructor: Microsoft

Included with

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8 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

8 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Create, share, and refine visual project artifacts using collaborative workflows that improve team alignment, communication, and clarity.
Collaborate in real time, manage feedback effectively, and deliver accurate, presentation-ready content for diverse stakeholders.

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Build your Software Development expertise

This course is part of the Microsoft Visio Workflow Design and Automation Professional Certificate

When you enroll in this course, you'll also be enrolled in this Professional Certificate.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Microsoft

There are 8 modules in this course

Refine your automation and customization skills in Microsoft Visio to improve efficiency, accuracy, and consistency across diagrams. This course focuses on reducing repetitive manual tasks through the use of VBA macros, standardized document elements, reusable templates, and curated shape libraries. You will learn to automate grid setup, standardize headers and footers across multiple files, and design branded templates that maintain layout integrity and visual alignment. The course also guides you in building and managing reusable shape libraries to support scalable diagramming practices. Through hands-on labs and evaluation activities, you will test, refine, and optimize your automation outputs to ensure reliability and usability. By the end of this course, you will be able to implement structured automation workflows that enhance productivity and enforce organizational standards across Visio projects.

This module teaches you how to record efficient, reusable VBA macros for automating grid layouts across multiple Visio drawings.

What's included

2 videos1 reading2 assignments

This module focuses on evaluating and refining VBA macros in Visio to ensure optimal performance and reliability across projects.

What's included

2 videos1 reading3 assignments

This module provides you with the knowledge to develop VBA scripts to automate the footer standardization process across Visio documents.

What's included

2 videos1 reading2 assignments

This module focuses on verifying and validating the execution of VBA scripts to ensure the correct placement and consistency of footers in Visio documents.

What's included

2 videos1 reading3 assignments

This module focuses on designing a Visio template that reflects your project's branding guidelines to ensure a professional and consistent presentation across documents.

What's included

2 videos1 reading2 assignments

This module ensures learners can test and apply their custom Visio templates across various projects, confirming alignment and design consistency.

What's included

2 videos1 reading3 assignments

This module guides you through creating a Visio shape library that includes the most frequently used shapes, enhancing efficiency in repeated design tasks.

What's included

2 videos1 reading3 assignments

This module focuses on analyzing the use of custom shape libraries over time to refine and enhance based on usage data, keeping the library current and relevant.

What's included

2 videos1 reading2 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Microsoft

337 Courses2,614,121 learners

Offered by

Microsoft

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.