A focused 3-month migration to Dynamics 365 Sales, a Power App, or CRM Agent in Microsoft Teams — led directly by Jason Wickman using the Vibe365 Zendesk Sell Migration Tool.
Aug 31, 2027
Zendesk Sell retirement date
That date is closer than it looks when you account for planning, data migration, validation, user training, and cutover. Starting now means you choose the timeline — not the deadline.
See it in action
Watch how Vibe365 supports the migration experience from configuration through adoption.
Three paths forward
We pick the right destination together based on how your team works and what you need from a replacement.
Full CRM on Dataverse. Accounts, pipeline, dashboards, and room to grow into the broader Microsoft stack.
A focused custom app on Dataverse when you need a tailored sales workflow without the full CRM footprint.
Bring CRM into the flow of work. Sellers work accounts and opportunities without leaving Microsoft Teams.
The 90-day plan
Select a phase to explore the work and the milestone we review together.
A working foundation and a validated sample migration.
Delivery work
Your part
Name a sponsor and administrator, provide access and source-data knowledge, and validate customer and opportunity data with your team.
Checkpoint
We review progress, agree what is ready, and confirm the next phase before scaling.
Target timeline for the agreed initial scope, dependent on access, data readiness, and team availability. Month-to-month engagement with no three-month minimum.
Why move now
Planning a controlled transition now means you keep the data and history that matter, train your team on your schedule, and cutover when you are ready — not when the clock forces it.
Talk to Jason
Tell Jason about your current Zendesk Sell setup. He'll reply personally and, if it makes sense, you'll book a short discovery call.