1. A computer system for providing an embedded spreadsheet display within a customer relationship management (CRM) application, the computer system comprising: a processor; a data store coupled to the processor; a user interface module configured to provide a user interface of the CRM application executed by the processor, the user interface of the CRM application displaying a plurality of items; and wherein the processor is configured to receive a command for an embedded spreadsheet view relative to the plurality of items and responsively save an electronic spreadsheet file in the data store and automatically authenticate with the electronic spreadsheet service through a network based on a file identifier and an organization identifier and interact with the electronic spreadsheet service to display the plurality of items in a spreadsheet portion within the user interface of the CRM application.