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Microsoft 365 Visio: Part 1


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Microsoft Visio has taken diagram and flowchart designing to the next level and streamlined the entire process. It has the tools needed to arrange complex data and numbers, and turn them into easy-to-read flow charts, floor plans, and much more. It accomplishes this with a wide range of templates and icons that can be used to create a visual explanation that will be easy for an audience to understand.

This course is written for the desktop version of Microsoft 365 Visio.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Getting Started with Visio 365

TOPIC A: Navigate the Visio Environment

Stencils, Shapes, Connectors, and Templates

Using the Visio Interface

The Ribbon

The Backstage View

Activity 1-1: Navigating the Visio Environment

TOPIC B: Create a Basic Drawing

Create a New Blank Drawing

Create a New Drawing from a Template

Visio 365 File Formats

Saving Files

Activity 1-2: Creating a Visio Drawing

TOPIC C: Use the Help System

Using Tell Me

Accessing Advanced Help Options

The Help Toolbar

Activity 1-3: Getting Help in Microsoft Word 365


Review Questions

Lesson 2: Creating a Workflow Diagram

TOPIC A: Use Drawing Components

About the Shapes Pane

Adding Shapes to a Drawing

Connecting Shapes


Shape and Stencil Management

Searching for Shapes

Activity 2-1: Using Drawing Components

TOPIC B: Modify a Drawing

Selecting Shapes

Moving and Rotating Shapes

Resizing Shapes

Duplicating Shapes

Deleting Shapes

Activity 2-2: Modifying a Drawing

TOPIC C: Work with Callouts and Groups

About Callouts and Groups

Resizing a Callout

Changing the Callout Style

Creating a Group

Activity 2-3: Using Callouts and Groups


Review Questions

Lesson 3: Creating an Organization Chart

TOPIC A: Create a Basic Organization Chart

About a Basic Organizational Chart

Creating an Organization Chart using the Wizard

Adding Images

Activity 3-1: Creating a Basic Organization Chart

TOPIC B: Do More with Organization Charts

Modifying the Layout

Changing the Spacing

Modifying Positioning

Creating and Using a Synchronized Copy

Comparing Charts

Activity 3-2: Do More with an Organizational Chart


Review Questions

Lesson 4: Making a Floor Plan

TOPIC A: Make a Basic Floor Plan

Create a Basic Floor Plan

Drawing Scale

Create Custom Room Shapes

Activity 4-1: Making a Basic Floor Plan

TOPIC B: Model a Room Layout

Using Visio as a Modeling Tool

Modeling a Room Layout

Activity 4-2: Model a Room Layout


Review Questions

Lesson 5: Creating a Cross-Functional Flowchart

TOPIC A: Create a Cross-Functional Flowchart

About Cross-Functional Flowcharts

Creating a Cross-Functional Flowchart

Adding Swimlanes and Separators

Adding Shapes

Activity 5-1: Creating a Cross-Functional Flowchart

TOPIC B: Modify a Cross-Functional Flowchart

Changing Diagram Orientation and Direction

Modifying Swimlane Margins

Choosing a Flowchart Style

Activity 5-2: Modifying a Cross-functional Flowchart


Review Questions

Lesson 6: Creating a Network Diagram

TOPIC A: Create Network Diagrams

About Network Diagrams

Creating a Network Diagram

Adding Shapes

Additional Network Shapes

Activity 6-1: Creating a Network Diagram

TOPIC B: Use Shape Data

About Shape Data

How to Use Shape Data

Activity 6-2: Using Shape Data

TOPIC C: Use Layers

About Layers

Assigning Shapes to a Layer

Showing and Hiding Layers

Activating a Layer

Preserving Group Member Layers

Coloring Layers

Locking Layers

Activity 6-3: Using Layers


Review Questions

Lesson 7: Styling a Diagram

TOPIC A: Work with Shape and Connector Styles

Visio Design Tools

Changing the Shape Style

Connector Styles

Modifying Connector Path Styles

Activity 7-1: Using Shape and Connector Styles

TOPIC B: Work with Themes and Variants

Design Themes and Variants

Changing the Theme of the Current Page

Choosing a Variant for the Current Page

Applying a Page Background

Adding Borders and Titles

Activity 7-2 Applying Themes and Variants

TOPIC C: Work with Containers

Adding a Container

Adding and Removing Shapes

Formatting the Container Style

Resizing a Container

Disbanding a Container

Activity 7-3 Work with Containers


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson 3

Lesson Lab 3-1

Lesson 4

Lesson Lab 4-1

Lesson 5

Lesson Lab 5-1

Lesson 6

Lesson Lab 6-1

Lesson 7

Lesson Lab 7-1

Course Wrap-Up

Post-Course Assessment

Course Summary

Next Steps


Keyboard Shortcut Quick Reference Sheet


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