Hello everyone.

This time, I will introduce the content of an inquiry I received the other day and a solution that can be done without coding.
The question I received the other day was as follows:

We have a multi-site Dynamics 365 document management setup (SharePoint integration), but since users can freely name document locations, it is difficult to know which site they are associated with.
I would like to set the same name as the site name, but it is difficult to copy and paste the site name part on the Add Location dialog screen, so is there a way to automate this?

What you want to achieve

Now, regarding this question, which screen is it referring to?It is the following screen.

In this screen, I would like to set the value of "Display Name" displayed as "Location 1" to the name displayed in the link as "Default Site" by copying and pasting or manually entering it, but I am wondering if this can be automated.

This is for standard dialog screens.
Many of you may be thinking that this is not possible, but it is actually possible.

Auto-name document location

In Dynamics 365, when you click "Add Location" on the dialog screen, a record is created in the entity called "SharePoint Document Location."
Therefore, we recommend using a workflow as a way to achieve this without coding.
The actual workflow setup is as follows:

When a document location record is created, update the created document location record.

Define the name to be set to the name of the SharePoint site.
*Please set this as desired depending on the document library, folder hierarchy, and desired name.

Now let's see how the workflow we set up works.

This time, we will set up a SharePoint site called Sample.
Also, the display name will be set automatically, so leave it as the default value.

If you check the display name by clicking Open Location, you will see that it is displayed as Sample, which is the same name as the SharePoint site name you set earlier.

It may seem like things like this that cannot be automatically configured when you register using the standard dialog screens displayed in Dynamics 365, but if you know which entity record you are creating, it can be a convenient method, even if it is not 100% satisfactory.
Don't give up on customizing it just because it's a standard screen, but try out various things.
However, be careful not to over-engineer it.