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
Recommended experience
Recommended experience
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.
Skills you'll gain
Tools you'll learn
Details to know
June 2026
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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
2 videos•Total 8 minutes
- The Business Impact of Automating Repetitive Tasks•3 minutes
- Recording and Running a VBA Macro•5 minutes
1 reading•Total 4 minutes
- Using VBA for Automation•4 minutes
2 assignments•Total 20 minutes
- Record Your First Macro•15 minutes
- VBA Macro Recording Best Practices•5 minutes
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
2 videos•Total 9 minutes
- The Importance of Testing Automation Scripts•3 minutes
- Validating and Optimizing VBA Macros•7 minutes
1 reading•Total 4 minutes
- Best Practices for Macro Testing•4 minutes
3 assignments•Total 35 minutes
- Macro Testing and Optimization•15 minutes
- Macro Testing and Optimization Strategies•5 minutes
- VBA Macro Automation in Microsoft Visio•15 minutes
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
2 videos•Total 8 minutes
- Importance of Document Standardization•3 minutes
- Creating a Standard Footer VBA Script•5 minutes
1 reading•Total 4 minutes
- VBA for Document Footers•4 minutes
2 assignments•Total 20 minutes
- Drafting a Footer Script•15 minutes
- VBA Footer Script Fundamentals•5 minutes
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
2 videos•Total 7 minutes
- Ensuring Document Consistency and Quality•2 minutes
- Running and Validating Footer Scripts•5 minutes
1 reading•Total 4 minutes
- Common Errors in Footer Placement•4 minutes
3 assignments•Total 35 minutes
- Testing Footer Implementation•15 minutes
- Validating Script Execution•5 minutes
- VBA Scripting for Footer Standardization•15 minutes
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
2 videos•Total 8 minutes
- The Role of Templates in Branding Consistency•3 minutes
- Creating a Custom Template in Visio•5 minutes
1 reading•Total 4 minutes
- Best Practices for Template Design•4 minutes
2 assignments•Total 20 minutes
- Design Your Template•15 minutes
- Template Design Fundamentals•5 minutes
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
2 videos•Total 8 minutes
- Testing for Template Consistency and Application•3 minutes
- Applying and Testing Templates in Practice•5 minutes
1 reading•Total 4 minutes
- Using Templates for Project Consistency•4 minutes
3 assignments•Total 35 minutes
- Template Application Test•15 minutes
- Template Application and Testing•5 minutes
- Visio Template Design and Application•15 minutes
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
2 videos•Total 9 minutes
- The Efficiency of Custom Shape Libraries•3 minutes
- Creating and Saving a Shape Library•7 minutes
1 reading•Total 4 minutes
- Building a Shape Library in Visio•4 minutes
3 assignments•Total 35 minutes
- Develop Your Shape Library•15 minutes
- Shape Library Fundamentals•5 minutes
- Custom Shape Libraries in Visio•15 minutes
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
2 videos•Total 10 minutes
- Importance of Reviewing Shape Library Usage•3 minutes
- Evaluating and Updating Shape Libraries•7 minutes
1 reading•Total 4 minutes
- Updated Strategies for Shape Library Management•4 minutes
2 assignments•Total 45 minutes
- Shape Library Evaluation•15 minutes
- Shape Library Evaluation Techniques•30 minutes
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