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Hi,
Based on your requirements and my analysis, the most suitable solution under the given circumstances—especially since you need dynamic read access (by default visible to all, but restrict in certain scenario)—would be to use the Teams functionality in D365 CE/CRM.
When creating a Partner record, assign ownership to a root team or a specific team (e.g., the Global Team) where all users are included. Depending on security needs, such as whether the record should be visible to specific business units (BUs) or users, the record can then be assigned to the appropriate team.
You can create additional teams to meet your requirements. Since you mentioned using the owner field for tagging, this approach will also serve as a way to manage security access.
The Global Team will have organization-wide read access to the partner records, while other teams will have access as per their requirements. The key aspect here is that ownership of the record by the appropriate team will determine which users can access the partner record.
This solution seems viable, as Dynamics does not provide dynamic switching of security role access levels based on conditions. However, if other experts in the Microsoft community suggest a better approach, I would be eager to learn about it as well.
Regards,
Ali
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